What This Is: A 3-part financial dashboard kit with a daily executive summary, revenue and expense tracking with formulas, a 13-week cash flow forecast, P&L analysis, an 8-KPI dashboard, automation recipes, and alert thresholds. Designed to know your numbers every day — not every month — and catch cash problems before they hit.
warningWhy You Need This
Waiting until month-end to know if you're profitable is like driving with your eyes closed. Most micro-business founders check their finances reactively — when something goes wrong. By then, it's too late to course-correct.
This kit gives you a real-time view of revenue, expenses, cash flow, and profitability updated daily. With pre-built formulas, automated import recipes, and a traffic-light alert system, you'll know exactly where your business stands — every single morning.
lightbulbHow to Use This Kit
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Set Up Your Executive Summary (Part 1): Configure the one-page overview with your targets and status thresholds. This is your daily 5-minute check.
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Log Revenue Daily (Part 1): Enter each transaction by source and category. The formulas auto-calculate averages, growth rates, and month-end projections.
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Track Expenses & Cash Flow (Part 2): Log expenses daily, run your 13-week cash flow forecast weekly, and use the P&L and per-product margins to cut losers and grow winners.
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Monitor KPIs & Alerts (Part 3): Check the 8-KPI dashboard for trend direction, set up automation recipes for hands-off data import, and configure alert thresholds to catch problems early.
Details provided for members.