Ultimate Business Dashboard: Google Sheets for Service-Based Financial Insights

This Google Sheets template is designed for service-based businesses such as photographers, videographers, makeup artists, graphic designers, consultants, and wedding organizers.

With this template, you can easily monitor all service orders, save time, and track all financial transactions and work schedules with just one click. The simple design makes it accessible to users of all backgrounds. The template includes a total of 7 interconnected sheets, but don’t worry—you only need to regularly fill out 2 sheets.

1. Dashboard Sheet

The Dashboard sheet presents performance data that can be viewed over a specified period. At the top, there is a report to monitor monthly performance trends, including total bookings for the selected month, total income, expenses, and net profit. Income and expenses are displayed in a line chart for easy visualization.

At the bottom, there is a more detailed report that can be displayed based on a time series. You simply need to set the start and end dates for the report, and the data will automatically adjust to the inputted dates.

2. Order Sheet (Booking)

This sheet is designed to record all incoming transactions (bookings) for your services. It features a list of services that can be selected directly based on what you’ve set up in the Services sheet. Additionally, this sheet is equipped with a feature that automatically fills in the product price when a service is chosen from the list. This streamlines the process of recording and calculating transaction values accurately and efficiently.

3. Expenses Sheet

This sheet serves as a tool to record every business expense in detail. It includes customizable expense categories to suit your needs. By keeping regular and detailed records, the collected data will be invaluable for generating accurate cash flow and profit-loss reports. This expense data, along with income data, will be reused for reporting as mentioned in the Dashboard.

4. Services Sheet

The Services sheet allows you to manage and display all the services your business offers. Each service is listed with key details such as the service name, price, type (package or hourly), status (available or not), total orders, and any additional notes. This structured approach helps you keep track of your offerings and their availability, ensuring that you can efficiently manage bookings and customer inquiries. It allows you to see at a glance which services are in demand and which may need more marketing efforts.

5. Calendar Sheet

The work calendar is automatically populated, so you don’t need to manually fill in your workdays. You only need to select from a dropdown menu of month names to see the list of jobs scheduled for that month. The data displayed in this work calendar is pulled from the transaction/sales recording sheet. With just one input, this data can be transformed into several useful outputs to help your business grow.

6. Cash Flow Sheet

The Cash Flow sheet is useful for summarizing all income and expense records separately according to the Order and Expenses sheets. With this sheet, you can easily see the total for each category of income and expenses by type. The recorded income and expenses will be grouped by month based on transaction dates. Additionally, while the Cash Flow sheet is automated for most entries, you will need to input the tax manually to ensure accurate financial reporting.

7. To-do List Sheet

The To-do List sheet is designed to help you organize your tasks and easily record upcoming jobs. This sheet allows you to list tasks by job category, priority, and deadline. It includes a deadline column, enabling you to set a time frame for each task. This helps you manage your time and work schedule more effectively.

By utilizing this Google Sheets template, you’ll gain better control over your service business finances and operations. Save time, reduce stress, and keep everything organized in one place!