Free Template · XLSX

The Monthly Financial Metric Tracker.

Revenue, gross margin, operating cash, and AR aging — tracked on one sheet, in 15 minutes a month. No dashboard subscription required.

What's inside

The four numbers every owner should know.

  • Monthly revenue + trailing 12-month trend
  • Gross margin percentage (and direction)
  • Operating cash on hand + months-of-runway
  • AR aging — 30/60/90 with a follow-up trigger
  • Pre-wired formulas — just drop in your numbers

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Who it's for

Owners who want visibility without more software.

If you've tried a fancy dashboard and abandoned it, this is for you. One Excel tab, four metrics, fifteen minutes a month — and you'll know more about your business than 80% of your peers.

Keep going

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Want us to track the numbers for you?

Every BDB client gets a monthly owner dashboard — no spreadsheet required. Book a free call.

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