Description
Stop chasing numbers across three different apps.
This Excel template gives freelancers and independent consultants a single, complete financial system — from your first client contact to your year-end P&L. Every sheet connects. Every number updates automatically. Open it on Monday morning and know exactly where your business stands.
What’s included
📊 Dashboard One-screen overview of your entire business. Total invoiced, collected, outstanding, and overdue — plus a live monthly performance table, revenue forecast snapshot, recent invoice list, and expenses by category. Built from cross-sheet formulas: update any tab and the dashboard reflects it instantly.
Active Clients Your full client roster with contact details, service type, engagement type (retainer, project, or once-off), fees, start and renewal dates, and live status. Everything you need before picking up the phone.
Invoice Log Log invoices, track payment status (Paid, Unpaid, Overdue), and let the sheet do the maths. Tax is calculated automatically from your Settings rate. Days Overdue counts itself. YTD totals update with every new entry.
Monthly Income Summary Month-by-month breakdown of invoiced, collected, outstanding, expenses, and net profit — with a rolling YTD total and auto-generated status (Profitable / Loss / Break-even) for every month.
Expenses Log Categorised business expenses with a tax-deductible flag and automatic SUMIF subtotals by category. One place to capture everything your accountant will ask for.
Revenue Forecast A 3-month rolling projection with a built-in gap analysis. Enter your expected income per client and the sheet tells you whether you’re on track to hit your monthly target — or how much more you need to close.
⚙ Settings Change your currency symbol once ($, £, €, R, or any other) and it updates across the entire workbook. Set your tax/VAT rate and monthly income target in the same place.
Built for Freelancers, independent consultants, coaches, designers, copywriters, photographers, and any solo service professional managing multiple clients and projects.
Works in Microsoft Excel (2016 and later) and Google Sheets.
Instant download. No subscription. Pay once, use it for your business.
