FINANCE DASHBOARD

An easy-to-use system to take control of your finances.

Do you struggle to stay on top of your business finances?
Do you have financial information scattered across multiple tools?
Do you even know how to use the financial data you have available?

If you’re like most small business owners, you have no idea how much your business is making or what you’re spending money on.

Seriously.

The thing is, you know that you need to take care of your business finances and understand your profitability, but. . .

But keeping track of your money seems hard. There’s a lot of information to keep your eye on.

You need something to help you get organized, stay motivated, and achieve your income goals.

I get it. Finance is not the sexiest topic.

You probably don’t jam on finance. Most small business owners don’t.

You’re more excited about doing what you love and growing your business.

So finance gets pushed to the side.

But here’s the thing. Finance matters. The numbers matter.

A lot of small business owners don’t track their numbers because they don’t really know how.

And when you don’t track your numbers, then you don’t know which products or services are doing well.

You spend money needlessly because you forget about those upcoming expenses until they hit your credit card.

You scramble at tax time to figure out what the heck you’re supposed to pay.

There’s a better way.

Staying on top of your finances doesn’t have to be overwhelming or scary.

Does this feel familiar?

You need an easy way to see what money is coming in and going out.

You have no idea how much money your business is making or what you’re spending money on.

Managing the finances of your business is overwhelming. There are so many things to keep track of.

.

You started your business to do more of what you love – not to stress out over your finances.

What you need is a system to organize your financial data so that it’s easy for you to see your income and expenses at a glance.

Something that makes it easy for you to keep track of your business’s financial performance.

Then you can spend more time doing what you love instead of worrying about the numbers.

I see three common mistakes that small business owners often make when it comes to their money.

Mistake #1

Not Staying On Top of Bookkeeping

I get it. Bookkeeping is time-consuming. But so many business owners lose money by neglecting it. If you set aside some time once a week to input your income and expenses into the Finance Dashboard, you’ll find it much easier to keep your finances on track.

Mistake #2

Not Planning for Taxes

This is a biggie! If you don’t set aside money for taxes, then you have a big shock coming at tax time. The Finance Dashboard will help you plan for quarterly taxes so that you are prepared when it comes time to pay the government.

Mistake #3

Not Paying Attention to Recurring Expenses

A lot of times we sign up for things that automatically renew and we don’t really pay attention to them. So we keep getting charged month after month or year after year. The Finance Dashboard makes it easy to track your recurring expenses so that you can make informed decisions about whether or not to keep paying them.

Say Hello to the Finance Dashboard!

An easy-to-use system to take control of your business finances.

The Finance Dashboard will help you better organize your business finances.


It gives you a place to capture all the data that you need to stay on top of your finances – like your goals, income, daily expenses, recurring expenses, etc.


Then it goes beyond data tracking to analyze your numbers for you.


And this is my favorite part. . .

All the analysis tabs pull in the data you’ve already entered.

No more entering the same information over and over again.

And you don’t have to know anything about spreadsheet formulas. They’re all baked in.

The Finance Dashboard truly does all the heavy lifting for you.

YES, I NEED THIS!

With the Finance Dashboard, you’ll. . .

Finally get your finances in order.

Understand your business in a whole new way.

Be able to see how you’re doing at a glance.

.

The Finance Dashboard is super-easy to use and will help you get back on top of your finances in no time!

You’ll be able to organize your financial data into one place where it’s easy to find when you need it most.

That way you can focus on growing your business instead of struggling with paperwork or software.

I totally use this every day.

Richie

Homeschool & Humor

WHAT’S INCLUDED IN THE FINANCE DASHBOARD

Instructions – Start here for a few hints on how the dashboard works.
Basic Info – This is where you’ll customize the dashboard to fit your business.
Financial Goals – Set your goals for revenue, expenses, and net income.
Revenue Forecast – How will you meet your revenue goals? Plot out the entire year for each income stream in this tab.
Income Log – Remember when I said you only had to enter information one time? Once you log your income, it will automagically flow into all the analysis tabs.
Expense Log – This works just like the Income Log. You’ll enter your expenses one time here and then let the spreadsheet work its magic.
Daily Revenue Tracker – I love this tab. It’s a simple tracking calendar, but it helps you get into the right mindset. When you start your day by tracking how much money you made the day before, you’ll stay focused on your most important activities, rather than getting sucked into busy work that doesn’t add to the bottom line.
Four Quarterly Dashboards – The Dashboards! This is where the magic starts to happen. Want to know how much money you’ve made so far this quarter? Or how much you’ve spent? The Quarterly Dashboards calculate all that for you.
You can see your earnings by income stream and your expenses by category. You’ll also get a high-level overview of your total quarterly revenue, expenses, and net income. Oh, and it will also tell you how much you need to set aside for quarterly tax payments.
Monthly Comparison – Want to see a month-by-month breakdown of your financial performance? This is where you’ll look. You can compare your income streams to see which ones are driving the most earnings (and if they have seasonal bumps or lulls). You can also analyze your spending month-by-month so that you can plan for those larger expenditures.
YTD Snapshot – Want a high-level overview of your year so far? This is the place to look. It’s a snapshot view of your income and expenses to date.
Recurring Expense Calendar – Stay on top of your recurring expenses so that you don’t pay for things you don’t need anymore. And so that those annual expenses don’t sneak up on you!
Affiliate Income Tracker – Keep track of the affiliate commissions that you are owed and when you receive them. You can also compare your affiliate programs to see which ones are earning you the most money.
Tutorial Videos! – Plus, you’ll find two tutorial videos to make sure you know exactly how to make the most of the dashboard for your business!

Oh, and it’s available in both Google Sheets and Excel formats. So whichever software you use, you’re covered.

YES, I NEED THIS!

Financial Goals (Value $17)
Revenue Forecast (Value $17)
Income Log (Valued $67)
Expense Log (Value $67)
Daily Revenue Tracker (Value $17)
Quarterly Dashboards (Value $147)
Monthly Comparison (Value $97)
YTD Snapshot (Valued $17)
Recurring Expense Tracker (Value $17)
Affiliate Income Tracker (Value $17)

Total Value = $480

Today’s Price = $97

YES, I NEED THIS!

I really enjoy working with the spreadsheets you’ve created. Wow! Truly a wealth of resources.

Emily

PLUS, GRAB THIS BONUS!

Monthly Income Review

When you review and analyze your monthly income, you’ll get insights that will help you improve your business results (and we all want that, right?)

YES, I NEED THIS!

100% Satisfaction Guarantee!

If you’re not 100% satisfied with the dashboard, you may request a refund within 7 days of your purchase, for any reason.

Simply email me for a prompt, courteous refund.

FREQUENTLY ASKED QUESTIONS

Tonia Kendrick

toniakendrick.com

Hi, I’m Tonia!

Business and teaching (and teaching about business) are part of my DNA.

I spent 25+ years working in the corporate world. During that time, I worked in Human Resources, Training, Marketing, and culminated by leading a team of almost 100 front-line salespeople. I know how business works and what it takes to grow and manage a successful business.

Now, I teach online business owners how to create & execute strategies, organize & systematize their businesses, and level up their productivity.

Some things others have said about Tonia. . .

“Good step-by-step easy-to-follow instructions. It will help me to be more organised now that I have a plan.Thank you!”
UnityCrochet Business
“It helped me to know where to start, what to focus on, and how to develop my content planning.”
Mary
“Love this workbook. It keeps me on track with my marketing and lets me know that marketing doesn’t have to be that complicated.”
Kathleene

GRAB THE FINANCE DASHBOARD!

Finally get your money organized so that you can make informed decisions to grow your business!

Financial Goals (Value $17)
Revenue Forecast (Value $17)
Income Log (Valued $67)
Expense Log (Value $67)
Daily Revenue Tracker (Value $17)
Quarterly Dashboards (Value $147)
Monthly Comparison (Value $97)
YTD Snapshot (Valued $17)
Recurring Expense Tracker (Value $17)
Affiliate Income Tracker (Value $17)

Total Value = $480

Today’s Price = $97

YES, I NEED THIS!

NOT SURE YET?

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