Small Business Finance & Inventory System + Live Dashboard (Digital Download)

Not just a spreadsheet. A live dashboard app. Your planner comes with a live web dashboard: animated gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus the full Excel + Google Sheets workbook.

Know your sales, profit, spending and stock in one place, without bookkeeping software.

Built by a family-run Ohio print and engraving shop, from 20+ years of running parts and product inventory. Log sales, expenses and products, and the dashboard shows what you made, where it came from, and what to reorder. Recurring costs like rent and subscriptions post themselves, and the dashboard shows your monthly fixed costs and break-even sales.

What's included

• Small Business Finance & Inventory - BLANK.xlsx (ready for your numbers)
• Small Business Finance & Inventory - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and your live dashboard unlock
• Live online dashboard for phone, tablet or computer, free with your order

What it does

• Sales, expenses and inventory tabs that feed one dashboard
• Live profit & loss with gross and net margin
• Recurring costs (rent, subscriptions) post themselves
• Monthly fixed costs and break-even sales
• Reorder alerts when stock runs low
• Sales by channel: in-store, online, Etsy, wholesale, events
• Works in 14 currencies, plus 14 built-in checks

The live dashboard

Your workbook's numbers as a live web dashboard with gauges, charts and alerts, in light or dark mode. Load your workbook and every chart redraws with your data. Each order unlocks up to two logins, and your data is saved privately under your login.

How it works

1. Download your files right after checkout.
2. Open the BLANK copy in Excel, or upload it to Google Sheets. The Start Here tab walks you through setup.
3. Go to buckeye-planners.web.app, sign in, and enter your order number to unlock your live dashboard.

Good to know

• Room for 1,000 sales, 1,000 expenses, 60 recurring items and 150 products.
• Works in Microsoft Excel 2016 or newer (Mac or Windows) and Google Sheets. A few chart styles look simpler in Sheets.
• No macros, no add-ins.
• Works in 14 currencies (US dollar by default). Pick yours on the Settings tab; it changes the symbol, it doesn't convert amounts.
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• An organizing and planning tool, not financial, tax or legal advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.