Sales Dashboard
Revenue, profit and margin by month, channel and product, so you know what is really selling.
Dashboards for small businesses
Your numbers, finally clear.
Simple Excel & Google Sheets dashboards that show what you really make, where the money goes, and what to fix. Start free, or let me build one for you.
Free download · Works in Excel and Google Sheets · No credit card
Want it done for you? Book a free 15-minute call →
- Built in Excel or Power BI
- Works from the exports you already have
- Updates when your data does
- Yours to keep
Sample work
See what your business could look like
Every sample uses fictional data for a made-up business. Yours would be built around your own numbers and the decisions you make each week. Click any sample to see it full size.
Cash Flow Forecast
A 12-month look ahead that flags tight months early, before a big purchase or slow season catches you off guard.
Budget vs. Actual
See at a glance where spending is over or under plan, and which categories need a closer look.
Etsy Shop Profit
Sales, Etsy fees, ads and shipping in one place, so you see what you really keep from every order.
Expense & Profitability
Where the money goes each month, what you keep, and which months your margin gets squeezed.
Monthly KPI Scorecard
Your six most important numbers on one page, color-coded against your targets every month.
How it works
Three simple steps
Send me your data
A spreadsheet, a QuickBooks or Square export, whatever you have. Messy is fine. On a short call we talk about the questions you want answered.
I build your dashboard
I clean up the data and build a dashboard around your business, with clear charts and plain-English labels instead of jargon.
You see your business clearly
I walk you through it so you know exactly how to use it. Drop in new data and it updates, or let me keep it current for you each month.
Pricing
Simple packages, clear prices
Every project starts with a free 15-minute call and a fixed quote before any work begins.
Founding client offer: 25% off any package for my first 3 clients, in exchange for a short testimonial.
Starter Dashboard
from $350
One dashboard built from a spreadsheet or export you already have.
- Up to 4 key numbers and 3 charts
- Data cleanup included
- Walkthrough call
Most popular
Business Pack
from $950
Three dashboards that work together, like sales, cash flow and budget.
- 3 connected dashboards
- Data cleanup and setup
- Walkthrough call plus 30 days of tweaks
Monthly Care
from $150 /month
I keep your dashboards current so you never have to touch the data.
- Monthly data refresh
- Small changes and fixes
- A quick monthly summary of what changed
New · no setup fee
Done-For-You Money Check
from $79 /month
The easy way to start. Send me your reports each month and I'll send back a simple dashboard and a plain-English summary of how your business did.
- Simple dashboard of your key numbers, updated monthly
- 1-page summary: what changed and what to watch
- Works from QuickBooks, Square, bank exports or a messy spreadsheet
- Cancel anytime
Final price depends on how many data sources are involved and how much cleanup they need. You will always get a quote first.
Do-it-yourself templates
Ready-made templates, instant download
Not ready for a custom dashboard? Start with one of my ready-made templates. Type in your own numbers and the charts build themselves. Works in Excel and Google Sheets.
Etsy Seller Profit Tracker
Paste your Etsy files and see your real profit after every fee, ad and label.
View on Etsy
12-Month Cash Flow Forecast
See where your cash is headed and spot tight months before they hit.
View on Etsy
Budget vs. Actual
Set a monthly budget, then see which categories run over, flagged in red.
View on Etsy
Sales Dashboard
See your best sellers, best and slowest months, and what really makes you money.
View on Etsy
Expense & Profit Tracker
Find out how much you really keep from every dollar, and where the rest goes.
View on Etsy
Monthly KPI Scorecard
Your 6 most important numbers, color-coded green, yellow or red every month.
View on Etsy
Candle & Handmade Business
Price every product, track sales and supplies, and see your real profit. Made for makers.
View on Etsy
Inventory Tracker
Know what to reorder, what's sitting on the shelf, and what your stock is worth.
View on Etsy
Invoice & Payment Tracker
See who owes you, who's late, and how long customers take to pay.
View on Etsy
Pricing Calculator
Count materials, fees and your time, then get a price that actually pays you.
View on Etsy
Break-Even Calculator
Find out how many sales you need each month to cover your costs and hit your goal.
View on Etsy
Bundle and save
Cash Flow Forecast + Tracker Bundle
Both cash flow templates together, so you can plan ahead and track what really happened. Save $9 compared to buying them separately.
View the bundle on Etsy
Starter bundle · save 20%
Small Business Starter Bundle
Break-Even Calculator, Pricing Calculator and Invoice Tracker together: know your numbers from day one.
View the bundle on EtsyNot sure where to start? Try the free Monthly Money Check →
About
Hi, I'm Jen Roberts.
I build reporting dashboards with Excel, SQL and Power BI. I started Fix n Dash because most small business owners have the numbers they need, they are just buried in spreadsheets. My job is to wrangle that data into something you can read at a glance and actually use.
You will work directly with me, from the first call to the finished dashboard.
Ready to see your numbers clearly?
Book a free 15-minute call. Tell me a little about your business and what you track today, and I will get back to you within one business day.