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Consulting Bookkeeping Dashboard

A bookkeeping workbook for a consulting practice: a Dashboard with 3 charts, Income, Expenses, Mileage and a Profit and Loss. XLSX with a blank copy.

ForFreelancers

Dashboard tab: Revenue $11,460, Expenses $6,041, Net profit $5,419, Profit margin 47.3%; doughnut chart of Where the money went ($); bar chart of Plan vs actual ($); column and line chart of...Expenses tab: columns Date, Vendor, Category, Amount ($), Deductible?, Account, Month (auto), Year (auto); 15 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Income tab: columns Date, Client, Service, Amount ($), Month (auto), Year (auto); 15 sample rows.

DashboardPreviews of the Dashboard, Expenses, Settings and Income tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

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What's inside

Format
XLSX, CSV
Contents
7 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Commercial What this means
Checked
Checked before it ships
  • consulting-bookkeeping-dashboard.xlsxXLSX · 76 KB
  • consulting-bookkeeping-dashboard-blank.xlsxXLSX · 74 KB
  • consulting-bookkeeping-dashboard.csvCSV · 1 KB
  • LICENSE.txtadded to every download

About this item

A bookkeeping workbook for a consulting practice. It has 7 tabs: Start Here, Dashboard, Income, Expenses, Mileage, Profit and Loss, Settings. The Dashboard with 3 charts shows revenue, expenses, net profit ($5,419 in the sample data) and profit margin, where the money went by expense category, plan against actual, and revenue against expenses for every month. Type one row per payment on Income and one per cost on Expenses, log trips on Mileage, and Profit and Loss adds up every month and quarter for you. Pick a month at the top right and the whole Dashboard follows. You get two files: one filled with sample data so you can see it working, and a blank copy with the same formulas. Nothing is password-locked. It tracks your numbers; it is not tax or accounting advice. Made for Excel (XLSX).

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