A practical, easy-to-use financial dashboard designed to help small businesses, consultants, and organisations better understand their finances, track performance, and plan with confidence.

This template provides a clear structure for managing income, expenses, budgets, and cashflow without overcomplicating the process. Designed to be accessible for non-financial users, it helps simplify financial oversight and supports more informed business decision-making.

Includes:

• Financial dashboard overview

• Income and expense tracking

• Budget and cashflow monitoring

• Editable Excel template

• Google Sheets-compatible version

• User instructions and setup guidance

  
  

Designed for:

• Small businesses

• Māori organisations

• Consultants and contractors

• Sustainability-focused businesses

• Project-based teams

Compatible with:

• Microsoft Excel

• Google Sheets

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Simple. Practical. Built to help you stay organised and make clearer financial decisions.