🧾 Small Business CRM Dashboard & Bookkeeping Tracker | Financial Planner Spreadsheet for Service-Based Entrepreneurs
Effortlessly manage your business operations with this all-in-one CRM Dashboard + Bookkeeping Tracker designed specifically for small service-based businesses. Whether you're a freelancer, coach, consultant, or agency owner, this powerful Google Sheets/Excel tool helps you stay organized, track tasks and invoices, and stay on top of your finances—without the overwhelm.
✅ What’s Included:
✔️ CRM Dashboard – Track clients, leads, and communication in one place
✔️ Bookkeeping Tracker – Log income, expenses, and auto-calculate monthly profit/loss
✔️ Task Manager – Stay on top of daily operations and deadlines
✔️ Invoice Tracker – Keep records of paid/unpaid invoices and payment statuses
✔️ Monthly & Annual Budget Planner – Get a bird’s eye view of your financial health
✔️ Automated Summaries – Instantly see revenue, profit, expenses, and more
✔️ Pre-formatted for Google Sheets & Excel
🛠️ Features:
- Designed for service-based businesses
- Clean, user-friendly layout with automated formulas
- Fully editable and customizable to suit your brand
- Track up to 100+ clients or projects
- Easy filtering and sorting to boost efficiency
- Perfect for solopreneurs, virtual assistants, freelancers, and small teams
📦 You’ll Receive:
📁 1 Excel (.xlsx) file
📁 1 Google Sheets link with easy setup instructions
📄 PDF Quick Start Guide
🖥️ Compatibility:
- Works with Microsoft Excel (desktop)
- Works with Google Sheets (online)
- Compatible across PC, Mac, and tablet
🎯 Take control of your business finances and workflow with this all-in-one small business planner—designed to save you time, reduce stress, and keep everything in one beautiful, organized place.
Download now and start simplifying your business today!