Small Business KPI Dashboard – Executive Fintech Edition (Excel 365)

Take control of your business performance with a powerful, executive-level financial dashboard built for entrepreneurs, analysts, and small business owners.

The Small Business KPI Dashboard – Fintech Edition is a professional Excel 365 workbook designed to track revenue, expenses, profit margins, marketing ROI, and cash flow in one clean, modern interface.

Built with structured tables, dynamic formulas, and automated reporting, this financial tracker transforms raw transaction data into real-time business insights.

What This Dashboard Helps You Do:

✔ Track monthly revenue and expenses✔ Monitor net profit and profit margins✔ Visualize financial trends with automated charts✔ Analyze marketing campaign ROI✔ Break down expenses by category✔ View annual performance at a glance✔ Support forecasting and strategic planning