Most small business owners don't know their actual profit margin. This dashboard changes that. Track revenue, COGS, and expenses by month — and see your Gross Profit, Operating Margin, and Net Profit update automatically based on your reporting period.
Set your fiscal year, reporting period, and margin targets on the Instructions tab. Enter transactions in the Data tab. Everything else — summaries, KPIs, and charts — updates automatically.
What's included: dynamic reporting by YTD, LTM, Fiscal Year, or Last Quarter; automated KPIs (Revenue, Gross Profit, Operating Margin, Net Profit); user-defined margin targets; interactive charts; category-based transaction tracking; and a print-ready dashboard.
Most small business owners don't know their actual profit margin. This dashboard changes that. Track revenue, COGS, and expenses by month — and see your Gross Profit, Operating Margin, and Net Profit update automatically based on your reporting period.
Set your fiscal year, reporting period, and margin targets on the Instructions tab. Enter transactions in the Data tab. Everything else — summaries, KPIs, and charts — updates automatically.
What's included: dynamic reporting by YTD, LTM, Fiscal Year, or Last Quarter; automated KPIs (Revenue, Gross Profit, Operating Margin, Net Profit); user-defined margin targets; interactive charts; category-based transaction tracking; and a print-ready dashboard.