You get a one-stop-shop to track all of the finances of your business in one excel workbook and visualize everything with a dashboard of over 30 graphs, charts and written out insight.

You get a centralized sheet to input all of your cash flows in a standard format with clear directions on how to mark notes about the cash flows and create the data points that leads to insights for your business.

There is a dashboard that will show you all of the data tables in charts or graphs with specific takeaways in text written below to help you interpret the graphs.

This doesnt require any knowledge of formulas- you just need to know the ins and outs of your business. The tool is setup so there are green boxes for you to type things in (such as your budget, some account names throughout the sheet and also the cash flows) and all other cells in red are formulas performing calculations for you. And whats the best part? You dont have to touch these formulas!

This gives you a straightforward way to manage all of your cash flows and does a ton of calculations for you in the background to categorize things for you. You just need to set the categories at the beginning of the year when budgeting and put in a few data points for each cash flow and boom- you have a fully functioning dashboard and tables.

This will give you a clear template with a few pre-set columns to track specific data by using drop downs (created in other places throughout the sheet) to classify any cash flows. When you classify cash flows with these markings, it drives all of the formulas throughout the sheet. The cash flows will then be projected over the course of the year to see how your performance is matching up against your plan.

This gives you an easy way to track your investments- you can take them right from your account and plug in just the ticker, avg cost and amount of shares. There are then other columns you can use to tag your investments to industries/sectors to help you rebalance your portfolio to a desired diversification, and you can track overall returns combining multiple portfolios as well as track your dividend income.

This tool has service cost calculators for you. You just need to put in a few assumptions based on the prices you will pay for each component of your service as well as the utilization you get (such as how many uses you get out of a bottle of shampoo if you are a pet groomer). There will then be a bunch of pre-made calculators for you to work on multiple services that allows you to adjust the usage amounts for each service to get a more accurate calculator. This will then feed into your breakeven analysis to figure out a weighted average cost.

This gives you a clear blueprint for success and shows you how you should be performing on a daily, weekly, monthly, and yearly basis. It’s all right there for you and setup, all you need to do is stay disciplined and make the cash flow entries.

This will take the cash flows you are inputting and track which items you are selling the most frequently. Everything will update automatically, and you can see your total sales, project your sales over the course of the year to help with your budget, see a ranking of your items by popularity to know which your true breadwinners are, and see your margins.

This will help you track your sales on a monthly basis to see what is performing best for you and what each item/services order levels are to help inform future projections. It then has a column set up for you to input those projections of sales for each item so you can see how much revenue that will lead to for your business and will flow directly into your budget.

This will take the cash flows you are inputting and track your inventory on an ongoing basis based on any COGS purchases and any sales you make and update every time you log a relevant cash flow.

There is a balance sheet in here categorizing everything as assets and liabilities and figures out your equity for you. It will all update automatically and also give you planned and projected amounts based on your budget and your cash flows at multiple points in time.

There is a tutorial that will walk you through the budgeting process and using this tool. It is also laid out for you so you only need to give a few specific inputs into the green cells and it will calculate everything for you in the red cells.

This tool gives you a clear table to track what outstanding loans/receivables you have with a few basic inputs and tracks overall payment progress based on your input cash flows to know how much you have coming in/going out.

You receive a template to plan a marketing calendar for you on a weekly, monthly, quarterly, or yearly basis to create accountability. You will also be able to see how much money these activities are going to cost, as well as calculate how much time you are going to be allocating to your marketing activities.

You can price products based on costs. For services, you can calculate costs with the service cost calculators so you know what the floor selling price should be. Then, if you know your other expenses, you can use this tool to plug in different prices of this service to see how it impacts your profits. This is like a scenario analysis, where you change a few different variables and see what the outcomes are.

This tool aids in making financial decisions to show the impact these chanes would have on your actual profits. All of the green boxes are inputs and can be changed, so you can see how a specific change to your business model/financial situation can lead to different profit levels, such as seeing how a big increase in marketing would change your bottom line or an increase in a key input in your services changes your profits.

Tracking your cash flows will give you the data points you need to gain insight, and this tool will create charts and graphs to help visualize the data with written out key takeaways from the data, and also tables with the calculations to show what’s actually happening. It’s all pre-set-up for you and you just need to input your budget and your cash flows and the tool does all the work for you.

This gives you profit levels at different order levels based on your plan and also your projected levels based on the tracked cash flows. This is done through a breakeven analysis. In this analysis you can see how many orders you need to do t breakeven or hit certain levels of profit. You can see at 300 orders how much profit you are planned/projected to make, or you can see how many orders you need to make if you plan to make 100k/project to make 100k. Once you figure out what you want your goal to be, such as profiting 100k, you can see order levels you need to achieve to hit that goal, such as knowing you need on a weekly or monthly basis, and then set sales goals accordingly

The best way to value your marketing effectiveness is by calculating your CAC and conversion rates. With this tool, you’ll be able to calculate your CAC, which is your customer acquisition cost. You will also be able to plan how many new customers you can acquire per week based on your planned marketing expenses, as well as tell you how many customers you can expect to acquire based on your current CAC and if you stick with your current expense levels vs. stick to your planned expense levels.