Small Business Dashboard Template watermarked preview
Business Planning & Strategy · Financial Plans & Startup Costs

Small Business Dashboard Template

A comprehensive dashboard template for tracking and visualizing key small business metrics across multiple years with dynamic data support.

This small business dashboard template provides a centralized view of critical business performance indicators including expenses, customer acquisition, customer retention rates, and website traffic. The template features multiple data sheets organized by year (2023, 2024), a dynamic dashboard with chart support, and formula-driven calculations that automatically pull data from underlying datasets. It includes conditional logic to handle year selection, VLOOKUP functions for data retrieval, and error handling to ensure data accuracy. The template is designed to help small business owners monitor performance trends, compare metrics across months, and make data-driven decisions.

What's inside

  • Dynamic year selection
  • Multiple data sheets for different years
  • Chart support with embedded formulas
  • VLOOKUP for automated data retrieval
  • Error handling with IFERROR
  • Monthly expense tracking
  • Customer acquisition metrics
  • Website traffic monitoring
  • Conditional formatting support
#dashboard#business metrics#KPI tracking#data visualization#expenses#customer metrics#multi-year analysis#small business

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.xlsx · 5 sheets · includes charts

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