Limited Time Offer GET IT NOW
SPECIALLY DESIGNED FOR ENTREPRENEURS, BUSINESS OWNERS, AGENCIES, AND CONSULTANTS!
The Financial Management Excel Templates & Dashboard Bundle Helps You track and manage all your income, expenses, return on investment, payments, cash flows, costs, prices, profitability, and much more
As an entrepreneur, you’re making critical business decisions every day. The Evergreen Financial Dashboard collection gives you the complete financial picture you need—in ready-to-use Excel templates that transform your existing data into actionable insights.
THE SPREADSHEET STRUGGLE ENDS HERE
Running Your Business Blind Costs You Money Every Day
Growth Bottlenecks:
Without clear financial metrics, you can't identify what's truly holding back growth
Cash Flow Surprises:
Many profitable businesses fail because they can't see cash flow problems coming
Profitability Mysteries:
Which products, services or clients are actually making (or losing) you money?
Opportunity Costs:
Time spent struggling with financial tracking is time not spent on revenue-generating activities
Funding Challenges:
Investors and lenders demand financial clarity you can't quickly provide
Formula Frustration:
Stop wasting time troubleshooting complex financial formulas
Excel Expertise Gap:
Get CFO-level insights without needing advanced Excel skills
Design Dilemmas:
No more struggling to create professional-looking charts and visualizations
Calculation Concerns:
Eliminate errors in critical financial metrics with our verified formulas
Wasted Time:
The average financial team spends 22+ hours monthly compiling reports from disconnected systems
Excel Expertise Gap:
Get CFO-level insights without needing advanced Excel skills
Error Risk:
Manual data entry and formula errors cost businesses 20-40% of their operational efficiency
Decision Delay:
When gathering data takes days, decisions come too late to capitalize on market movements
Missed Opportunities:
Critical trends remain hidden when your data lives in separate silos
How many growth opportunities have you missed due to financial uncertainty?
THE EXCEL SOLUTION YOU'VE BEEN SEARCHING FOR
Introducing the Evergreen Financial Dashboard: 25+ Ready-Made Templates Built Specifically for Business Owners
- Balance Sheet Excel & Google Sheets Template
- Cash Flow Excel & Google Sheets Template
- Profit & Loss Statement Excel & Google Sheets Template
- Cash Flow Dashboard
- Sales & Profitability Dashboard
- Profit Margin Dashboard
- CEO Dashboard
- CFO Dashboard
- CFO Dashboard Quarterly Review
- Annual Comparison Template
- Finance Dashboard
- Finance Scorecard Dashboard
- Finance KPI Dashboard Template
- CFO KPI Dashboard Template
- Accounts Payable Dashboard
- Accounts Receivable Dashboard
- Annual Report Dashboard
- Budget Variance Dashboard
- Budget vs Actual Dashboard
- Inventory Dashboard
- Business Performance Report Templates
- Balance Sheet Template
- Expense Analysis Excel Template
- Personal Financial Statement Template
- Cash Flow Statement Excel Template
HERE IS WHAT TO GET WITH FUTURE UPDATES
PROFIT AND LOSS STATEMENT
Profit And Loss Statement compare your company’s income to its expenses to calculate profit. Also known as income statements, statements of operations, or statements of earnings
- Simple financial reporting in Spreadsheet & Google Sheets
- Easy-to-use P&L Statement
- Dashboard with attractive charts and summary tables
- Separate database section to keep things tidy
- Cool dashboard with nice charts and summary tables
Cash-Flow-Statement-Excel-Template
The Cash Flow Statement Excel Template provides you with simple guidance to produce the formal statement of cash flow for your company.
- Online cash flow format in Spreadsheet & Google Sheets
- Categorized into Operations, Investment, and Financing
- Visual and dynamic cash flow diagrams
- Visual dashboard with graphs
- Dashboard with charts
Balance Sheet Template
Balance sheets provide essential information about assets and liabilities and the overall financial position of your company. So, if you want a simple online tool to create a business balance sheet, our Balance Sheet Template in Google Sheets is just for you.
- Automatic Balance Sheet Template in Google Sheets
- Keep a record of your assets, liabilities, and equity
- Clean design for your financial statements
- Visual dashboard with graphs
- Dashboard with charts
Cash Flow Dashboard
Managing cash flow is critical for any business. The Cash Flow Dashboard helps you track the inflow and outflow of cash, giving you a real-time view of your liquidity. It provides a clear understanding of whether you have enough cash to cover upcoming expenses or if additional funding is required. This dashboard helps business owners plan for periods of cash shortages or surpluses and ensures you’re always prepared to meet financial obligations. Keeping an eye on cash flow can help prevent financial crises and keep your business operating smoothly.
Sales and Profitability Dashboard
Streamline Your Financial Management with the Excel Financial Management Dashboard
Enhance your financial control with this dynamic Excel template! Visualize key financial metrics, track performance, and make data-driven decisions through an interactive and user-friendly dashboard.
Empower Your Financial Decisions
This comprehensive financial dashboard offers a real-time overview of your financial health, enabling you to monitor performance, spot trends, and stay in control of your finances with confidence.
Profit Margin Dashboard
Understanding your profit margins is key to sustaining profitability. The Profit Margin Dashboard helps you analyze revenue in relation to costs, providing insights into how efficiently your business is converting sales into profit. By tracking gross, operating, and net profit margins, this tool enables you to see where costs are eating into profits and identify opportunities to improve efficiency or reduce waste. Whether you’re a startup trying to reach profitability or an established business looking to boost margins, this dashboard is essential for improving bottom-line performance.
CEO Dashboard
The CEO Dashboard gives you an overview of your business’s key metrics in one centralized location. With data on sales, revenue, profitability, customer trends, and operational efficiency, you can monitor the overall health of your business at a glance. This dashboard is essential for CEOs looking to stay on top of performance metrics without diving into granular details, enabling them to make high-level strategic decisions that drive growth and innovation. Whether you’re running a startup or an established business, the CEO Dashboard ensures you stay focused on the bigger picture while keeping critical KPIs in check.
CFO Dashboard
The CFO Dashboard is a must-have for any Chief Financial Officer who wants to maintain full financial oversight. This dashboard provides real-time insights into income statements, balance sheets, and cash flow, allowing you to make informed financial decisions. By closely monitoring costs, expenses, and revenue streams, CFOs can forecast financial trends, optimize cash reserves, and ensure that the company is on track to meet its financial goals. Having all this critical data at your fingertips allows for more agile financial planning and resource allocation, making the CFO Dashboard invaluable for maintaining a healthy financial strategy.
CFO Dashboard Quarterly Review
The CFO Quarterly Review Dashboard allows financial leaders to evaluate performance over quarterly periods, helping you identify trends, issues, and opportunities. By consolidating data on revenue, expenses, and profit margins, this dashboard enables CFOs and financial teams to assess how the company has performed over a three-month span. Use it to track progress toward quarterly financial goals, analyze variances from projections, and identify potential areas for improvement. This tool ensures your quarterly financial reports are accurate and data-driven, making it easier to adjust strategies and meet long-term financial objectives.
Yearly Comparison Report
The Yearly Comparison Report template offers a comprehensive overview of your business’s performance over multiple years, enabling you to compare and analyze key metrics such as revenue, expenses, profit margins, and operational efficiency. This report helps identify trends, fluctuations, and growth patterns in your business, giving you a deeper understanding of how your company has evolved over time.
Finance Dashboard
The Finance Dashboard is an all-encompassing tool that lets you track and manage your company’s financials in real time. From expenses and revenue to profit margins and cash flow, the Finance Dashboard keeps everything in one place, making financial reporting faster and more efficient. It offers insights into financial health, allowing you to evaluate the impact of business activities on profitability and sustainability. Whether you’re preparing for an audit or simply want to track daily financial activity, this dashboard keeps you in control, ensuring you’re always prepared to make quick financial adjustments when needed.
Finance Scorecard
The Finance Scorecard is a powerful tool designed to provide a comprehensive snapshot of your business’s financial health. It consolidates key financial metrics into a single report, allowing business owners, CFOs, and finance teams to monitor and assess financial performance at a glance. The scorecard serves as a benchmark, helping you understand how well your company is doing in critical financial areas and identify opportunities for improvement.
Financial KPI Excel Dashboard
Get a 360° view of your key financial metrics with our Financial KPI Dashboard. Designed for in-depth analysis and performance optimization, our Excel Financial KPI Template provides the insights you need to drive results. Unlock detailed analytics with the Financial KPI Excel Dashboard, and empower your decision-making with comprehensive tools for effective financial analysis. Take control of your financial performance today!
CFO KPI Dashboard
The CFO KPI Dashboard is a critical financial tool that allows CFOs and finance teams to monitor and analyze key performance indicators (KPIs) that reflect the financial health and operational efficiency of a business. This dashboard offers a real-time, consolidated view of the most important metrics, helping CFOs make strategic decisions, optimize financial performance, and ensure alignment with the company’s overall goals.
Accounts Payable Metrics
The Accounts Payable Dashboard gives you a detailed overview of your outstanding bills and payment obligations. This tool helps you manage your payables by tracking due dates, outstanding amounts, and payment terms with suppliers. With this dashboard, you can ensure that payments are made on time, avoiding late fees and maintaining good relationships with suppliers. It also allows you to prioritize payments based on cash flow availability, helping you manage your financial obligations more effectively.
Accounts Receivable Dashboard
Keeping track of outstanding invoices is crucial for maintaining healthy cash flow. The Accounts Receivable Dashboard helps you monitor unpaid invoices and follow up on overdue accounts. It provides an overview of who owes you money, how much, and for how long. This tool ensures that you can stay on top of collections and maintain strong customer relationships by identifying late payers and sending timely reminders. By improving your cash collection process, you can boost liquidity and ensure your business has the cash it needs to operate smoothly.
Annual Report Dashboard
The Annual Comparison Template allows you to compare performance metrics year over year, offering valuable insights into long-term trends. By reviewing key financial, operational, and sales data from previous years, you can identify patterns, highlight areas of growth, and detect potential issues before they become critical. This template helps in setting more realistic future targets and adjusting strategies to improve business performance, making it an essential tool for long-term planning.
Budget Variance Dashboard
This dashboard compares your planned budget to the actual expenses incurred. The Budget Variance Dashboard highlights discrepancies between what you expected to spend and what you actually spent, helping you spot areas where costs are running over budget. This visibility helps in reducing waste, making sure you stay within budgetary constraints, and keeping your financial strategy aligned with your business goals. You can use this dashboard to drill down into specific cost categories and make adjustments in real time, avoiding financial surprises at the end of the fiscal year.
Budget vs Actual Spreadsheet Dashboard
The Budget vs. Actual Dashboard allows you to compare actual financial performance against your pre-set budget targets. By regularly monitoring this comparison, business owners can identify overspending or underperformance in various departments. This insight allows for more accurate forecasting and adjustments in budget allocations, ensuring resources are allocated more efficiently. The Budget vs. Actual Dashboard is crucial for businesses looking to optimize spending and align their financial plans with actual outcomes, providing a clear path to meet your fiscal targets.
4x Performance Report Templates
The Business Performance Report Templates provide a comprehensive view of your company’s performance, covering financial, operational, and strategic aspects. These templates help you analyze your business from multiple angles, allowing you to identify strengths and weaknesses. By regularly reviewing performance reports, you can spot opportunities for growth, streamline operations, and improve overall efficiency. These templates are ideal for business owners and executives looking to make informed, data-driven decisions.
Excel Inventory Template
Managing inventory is often a balancing act. The Inventory Dashboard provides a comprehensive view of stock levels, sales trends, and reorder points, allowing you to avoid both overstocking and stockouts. This dashboard enables you to optimize inventory levels, ensuring you have the right products in the right quantities at the right time. By reducing excess stock and improving turnover rates, this tool helps you minimize storage costs and enhance your cash flow, which is especially important for businesses with tight margins.
Features of templates:
Excel Dashboard Templates that will help you to appropriately organize major financial business indicators in one place and communicate the most important business information to your CEO, CFO, and team in an eye-catching way. This executive dashboard package visualizes organizational KPIs, metrics, and data.
- Revenue: top line of the business with target achievement and growth over the last period
- Gross profit: product contribution to the business to cover operating expense and finance cost
- Product volume, revenue, and profitability:: detail of actual, budget, year-over-year growth of line item of each product
- Operating cash flow: the net actual operating cash flow picture of the organization compared with target and y-o-y change from the last period
- Operating expense: segregation of operating expense details into employee expense, admin expense, selling expense, and marketing expense.
- Operating profit: earnings before tax and interest - what’s left from the revenue after paying the cost of goods sold and operational cost.
- Net profit: residual amount after paying operating cost and finance cost for the shareholders
- Cash flow components: the cash flow of the organization impacted by operating, financing, and investing activities
- Working capital components: days receivable outstanding, receivable aging, days inventory outstanding, inventory trend, days payable outstanding, and payable aging.
- Key balance sheet indicators: current ratio, quick ratio, and debt-equity ratio.
- Credit sales: % of sales on credit in relation to total sales
The best features combined with a great database and Financial management
Real-World Ready
Built from real-life projects and successes.
Pre-Built Formulas
See your data work like magic, without the hard work.
Easy to use
Perfect for both beginners and seasoned pros.
Calculation Tables
Streamline your workflow! The File Manager lets you access and open project files with ease. Bookmark key files and links for instant retrieval
Interactive Panel
Unleash the power of data visualization! Our dashboards bring your project plans and KPIs to life with stunning clarity and creativity
Advanced Sheets
Seamless Data Input! We've designed a user-friendly interface with intuitive controls, making data entry in your data tables a breeze
HOW OUR EXCEL TEMPLATES WORK
STEP 1: DOWNLOAD
Choose which Excel templates you need. Download instantly to your computer. Each template comes in both Excel (.xlsx) and Google Sheets formats.
STEP 2: INPUT YOUR DATA
Simply paste your financial data into the clearly marked input cells (highlighted in blue). All other cells are locked and formula-protected to prevent accidental changes.
STEP 3: INSTANT INSIGHTS
Watch as all calculations, ratios, charts, and visualizations update automatically. No formulas to write, no charts to design—just immediate financial clarity.
Our Financial Excel & Google Sheet Bundle collection includes
- Balance Sheet Excel & Google Sheets Template
- Cash Flow Excel & Google Sheets Template
- Profit & Loss Statement Excel & Google Sheets Template
- Cash Flow Dashboard
- Sales & Profitability Dashboard
- Profit Margin Dashboard
- CEO Dashboard
- CFO Dashboard
- CFO Dashboard Quarterly Review
- Annual Comparison Template
- Finance Dashboard
- Finance Scorecard Dashboard
- Finance KPI Dashboard Template
- CFO KPI Dashboard Template
- Accounts Payable Dashboard
- Accounts Receivable Dashboard
- Annual Report Dashboard
- Budget Variance Dashboard
- Budget vs Actual Dashboard
- Inventory Dashboard
- Business Performance Report Templates
- Balance Sheet Template
- Expense Analysis Excel Template
- Personal Financial Statement Template
- Cash Flow Statement Excel Template
Total Value: $1,485
For Only $97.00
Why Do You Need It?
Pre-made templates for various business needs help eliminate the need to create them from scratch and allow for hassle-free customization to fit specific needs.
The bundle includes a range of essential templates for managing different aspects of a small business, such as inventory tracking, financial analysis, and bookkeeping, all in one convenient package.
This reduces the need to purchase multiple separate templates or hire additional staff for these tasks, making the bundle a comprehensive and cost-effective solution.
The clear and organized structure of the templates also facilitates the input and retrieval of data, organizing the overall process of managing business operations.
The Awesome Documents are Specially Created for
Executives
You can monitor company-wide KPIs and make informed strategic decisions.
Managers
If you’re on the manager level, then you can track departmental performance and align with organizational goals.
Small Business Owners
You will stay on top of key business metrics with sleek-design dashboards.
Project Managers
To track project milestones, deadlines, and overall performance, you can use these dashboards.
Marketing Managers
You can monitor campaign performance, customer engagement, and ROI.
HR Managers
As a human resources manager, you’ll be able to track HR metrics.
Financial Analysts
You can easily analyze financial performance indicators and create detailed reports.
Investors and Creditors
You can evaluate any business with those KPI dashboards before you make an investment or lend money.
WHY You Should Use Them:
NO WASTE OF TIME
NO WASTE OF ENERGY
NO PROCASTINATION
NO STRESS
NO OVERTHINKING
NO OVERTHINKING
Ultimate 200+ Project Management Templates
- Project Initiation
- Project Brief
- Deliverables
- Success criteria
- Communication Management Plan
- Project Outline
- Requirements Breakdown Structure
- Requirements Traceability Matrix
- Statement of Work
- Work Breakdown Structure
- Project Manager
- Action Plan
- Decision Log
- Gantt Chart
- Payroll Implementation Plan
- Production Schedule
- Project Duration Calculator
- Project Identification Template
- Project Options Template
- Project Tracker
- Quality Management Plan
- RASCI Template
- Project Tracking
- SMART Goals Template
- SWOT Analysis Template
- Team Resource Plan
- Vendor Selection Plan
- Action Item Tracker
- Portfolio Management Dashboard
- Project Management Dashboard
- Gap Analysis Template
- Issue Log (Agile/Waterfall)
- Issue Register
- Knowledge Transfer Template
- Project Decision Document
- RACI Chart
- RAID Log
What If You NEVER Have To Do Any HR Works From Scratch Again...(AND SAVE TIME AND MONEY!)
Why Choosing us?
- 24/7 Customer Support
- Quick order processing and tracing
- Safe and secure website
- 30 Day Money Back
QUESTIONS AND ANSWER
Absolutely! We designed these specifically for entrepreneurs who want financial clarity without becoming accountants. The dashboards translate your raw numbers into visual insights and plain-English recommendations. If you can enter basic financial data, you’ll get tremendous value.
Not at all! We designed these specifically for users with basic Excel knowledge. Simply input your data in the clearly marked cells, and the pre-built formulas handle everything else. Each template includes a “Help” tab explaining every calculation.
Yes! Our templates are compatible with Excel 2010, 2016, 2019, 2021, and Microsoft 365 on both Windows and Mac. We also provide Google Sheets versions of every template for cloud-based users.
Absolutely. While most users use the templates as-is, we provide an “unlocked” version of each template that allows full formula customization. We even include documentation explaining each calculation for those who want to modify them.
Our templates undergo rigorous testing by financial professionals, but if you ever find an issue, our template guarantee means we’ll fix it within 24 hours and provide the updated version immediately.
Yes, future updates will be provided to you via the Email ID, once it ready.
When you join the toolkit, you get lifetime access – but isn’t that so intense, right – like who know where either of us will be later in our lifetime? Like what if I stop selling this product in 2-3 years, how is that lifetime?
Well, if we have a close the membership portal we put all the files into a downloadable folder and send them to you. What you pay for today, you’ll retain access to.
14-Days no questions asked, no “do-the-work”, we just ask that if you get value, you stick with us!
