You will get a Pro Excel Budget Tracker for Agencies & Small Businesses
Rising Talent
Project details
You'll receive a complete budget management system - not a basic spreadsheet.
WHAT YOU GET:
š Excel Budget Tracker (.xlsx file) with 7 professional tabs:
Dashboard - Executive KPIs, monthly performance table, variance tracking
Budget Setup - Annual planning across all 12 months
Jan-Dec Monthly Tabs - Track actual revenue/expenses with auto variance calculations
Client Tracker - Monitor profitability by project/client (margins color-coded: green/yellow/red)
Cash Flow - 13-week runway forecast with low-cash alerts
P&L Summary - Export-ready financial statements for accountants/investors
š 14-Page User Guide (PDF):
Step-by-step setup instructions
Color-coding system explained
Best practices and monthly routines
Quick reference guide for common tasks
FEATURES THAT MAKE THIS WORTH IT:
ā 1,069 formulas (zero errors guaranteed)
ā Traffic light alerts (green=good, red=over budget)
ā Professional design (corporate colors, modern layout)
ā Works in Excel 2016+ or Google Sheets (free)
ā Instant download - no waiting
Perfect for agencies, consultancies, and small businesses tracking $500K-$5M revenue.
Download. Open. Start budgeting immediately.
WHAT YOU GET:
š Excel Budget Tracker (.xlsx file) with 7 professional tabs:
Dashboard - Executive KPIs, monthly performance table, variance tracking
Budget Setup - Annual planning across all 12 months
Jan-Dec Monthly Tabs - Track actual revenue/expenses with auto variance calculations
Client Tracker - Monitor profitability by project/client (margins color-coded: green/yellow/red)
Cash Flow - 13-week runway forecast with low-cash alerts
P&L Summary - Export-ready financial statements for accountants/investors
š 14-Page User Guide (PDF):
Step-by-step setup instructions
Color-coding system explained
Best practices and monthly routines
Quick reference guide for common tasks
FEATURES THAT MAKE THIS WORTH IT:
ā 1,069 formulas (zero errors guaranteed)
ā Traffic light alerts (green=good, red=over budget)
ā Professional design (corporate colors, modern layout)
ā Works in Excel 2016+ or Google Sheets (free)
ā Instant download - no waiting
Perfect for agencies, consultancies, and small businesses tracking $500K-$5M revenue.
Download. Open. Start budgeting immediately.
Language
EnglishBusiness Type
PersonalPlan Format
ExcelWhat's included
| Service Tiers |
Starter
$49
|
Standard
$149
|
Advanced
$299
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 3 | 3 | 3 |
Executive Summary | - | - | - |
Company Description | - | - | - |
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$25Frequently asked questions
About Eric
Excel & Google Sheets Expert | Business Analytics, Templates & Tracker
Charlotte, United StatesĀ - 10:52 pm local time
My work focuses on Excel, Google Sheets, business analytics, and digital product creation. I build custom trackers, dashboards, templates, and reporting tools that make it easier to manage income, clients, jobs, expenses, and performance.
What I can help with:
ā¢ Spreadsheet templates and trackers.
ā¢ Business dashboards and reporting.
ā¢ Budget, revenue, and expense tracking.
ā¢ Client, invoice, and job tracking systems.
ā¢ Digital products built for repeated use.
Clients hire me when they want something practical, organized, and easy to use. I create spreadsheets that are simple to understand, effective in daily use, and built around the actual needs of the business.
If you need a clean spreadsheet system that saves time, improves visibility, and helps you make better decisions, I can help build it.
Steps for completing your project
After purchasing the project, send requirements so Eric can start the project.
Delivery time starts when Eric receives requirements from you.
Eric works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements & Kickoff
Client provides company name, logo, category preferences, and any specific customization requests based on tier purchased
Template Customization
Customize the Excel tracker with client's branding, adjust categories, and modify formulas as needed per tier level