A profit and loss dashboard for small businesses, finance managers and founders. See net revenue, gross profits, debts and corporation tax at a glance, with monthly gross profit, income against expenses, CAPEX vs. OPEX and a breakdown of operating expenses for each department.

Light and dark themes included: every licence comes with both workbooks, a clean light version and a dark version with the same features, so you can use whichever suits your screen or your brand.

What's included: two macro-enabled .xlsm workbooks (light and dark), each with 4 sheets (Dashboard, Data Entry, Pivot, Data). A full year of sample figures for three departments (Headquarter, Web Store and Branches) is already filled in. Click a department on the slicer and every card and chart follows it, including a Business Info card with that department's details. The Data Entry form checks your month, then adds it to the Data table and refreshes the dashboard in one click. Figures in USD. Colourway: indigo & white (light) and indigo & charcoal (dark).

About the macros: the only macro, Add entry, moves the ready row into the Data table inside the workbook and refreshes the pivots. It runs only when you click the button. Click Enable Content when Excel asks; if Excel shows a red Security Risk bar, close the file, right-click it, choose Properties, tick Unblock and reopen. Prefer no macros? The form has a ready row you can copy and paste instead, then use Data > Refresh All. The department slicer works without macros.

Works in desktop Microsoft Excel (Microsoft 365 or Excel 2016 and later, Windows or Mac). The Add entry button needs desktop Excel, as macros don't run in Excel for the web. Instant digital download, nothing is shipped.

Licences: 1 ➜ Personal Use for one person, for your own business or hobby. 2 ➜ Commercial Use for a business or organisation of any size, including client work by consultants and agencies.