General Small Business Operations Manager
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General Small Business Operations Manager
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What's Included
Overview
One workbook for the whole business. Revenue, expenses, customers, accounts receivable and payable, employee tracking, P&L, cash flow forecasting, and KPIs. If you're running a small operation and need to see everything in one place, this is it.
A 12-tab workbook for small business operations. Handles revenue tracker broken down by source and month, expense tracker with categories and running totals, customer manager with contact info, notes, and purchase history, plus everything else you'd normally build yourself.
Worksheets include Settings, Dashboard, Revenue Tracker, Expense Tracker and 8 more. All formulas and conditional formatting are pre-built. Sample data is included so you can see the template in action before making it your own.
Available in Excel (.xlsx) and Google Sheets.
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Worksheets Included (12)
Key Features
- Revenue tracker broken down by source and month
- Expense tracker with categories and running totals
- Customer manager with contact info, notes, and purchase history
- Accounts receivable: who owes you, how much, how long
- Accounts payable: what you owe, to whom, when it's due
- Employee directory with pay rates and status
- Monthly P&L generated automatically from your entries
- Cash flow forecast so you can see what's coming
Ideal For
- Small business owners
- Entrepreneurs
- Startup founders
- Business managers
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