Profit First Tracking Bundle Template
Make confident decisions for your business that align with your financial metrics using the Profit First model. This Profit First Tracking bundle provides an easy-to-follow structure to your monthly financial metrics.
The spreadsheet creates space to track ALL of your income & expenses regularly. Bring yourself peace of mind knowing you are collecting these numbers in the same spot each month! Pre-loaded equations calculate the total amounts to allocate to each of your different accounts. Bring consistency back to your metrics with the system this spreadsheet creates.
The dashboard takes away the confusion of analyzing financial metrics. Instead of trying to decipher what values on a spreadsheet mean, see the pattern behind your data! Already created bar graphs, pie graphs, and other charts allow your brain to focus on recognizing trends while you analyze your business metrics.
**Dates updated to 2024**
Item Includes
- Created using Profit First terms & model
- Customizable percentages for each Profit First account
- 12+ sheet Google Sheet template
- Sheets created to track your monthly income & expenses
- Pre-loaded equations to take calculations off your plate (Know exactly how much money to move into each account!)
- Customizable income & expense categories
- Customizable account names
- 3-page Looker Studio Dashboard template
- Financial overview report, income report & expenses report
- Tutorial videos walking you through step-by-step directions on how to copy, customize & use the templates
- Created using Profit First terms & model
Item Details
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The spreadsheet is in Google Sheets format ONLY, there is no PowerPoint file included in this item.
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You will need a FREE Google account to access these templates (both Google Drive & Looker Studio)
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Use the links provided in the PDF to access your templates and tutorial video library
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Digital Product Terms
- This product is an instant download file. Upon purchase, you will receive a PDF link on the "Thank You" page and in an email sent to you including a link to access your template.
- Purchasing this item grants you one (1) exclusive, non-sublicensable, non-transferable, license to use this template. You understand and agree that this template may not be shared with any third party.
- You may use this template for your own personal use and business use and may modify the template as you see fit.
- Due to the digital nature of this product, all sales are final and no refunds will be provided. Please do not hesitate to get in touch if you have any questions prior to purchasing this template.
- This product is an instant download file. Upon purchase, you will receive a PDF link on the "Thank You" page and in an email sent to you including a link to access your template.