SME Business Data Foundation Toolkit PRO
SME Business Data Foundation Toolkit PRO
Organise your business data and monitor key business performance metrics in one professional Excel workbook.
The SME Business Data Foundation Toolkit PRO is designed for small business owners who want more than basic record keeping.
In addition to organising customers, products, sales, expenses and staff records, this version includes an automated KPI Dashboard that provides a clear view of business performance as your data grows.
Whether you're currently using notebooks, WhatsApp messages or multiple spreadsheets, this workbook provides a structured system for managing business information and monitoring key performance indicators in one place.
What's Included
- Start Here Guide
- Business Information Sheet
- Products & Services Tracker
- Customer Tracker
- Sales Tracker
- Expense Tracker
- Staff Tracker
- Automated KPI Dashboard
KPI Dashboard Features
📊 Revenue Monitoring
📊 Total Orders
📊 Average Order Value
📊 Customer Metrics
📊 Expense Tracking
📊 Outstanding Sales Monitoring
📊 Monthly Revenue Summary
Designed For
- Small Businesses
- Startups
- Service Providers
- Consultants
- Retail Businesses
- Growing SMEs
Benefits
✓ Organise business records in one place
✓ Track sales and expenses consistently
✓ Monitor key business performance metrics automatically
✓ Reduce spreadsheet clutter
✓ Save time searching for information
✓ Build a stronger data foundation for future growth
Format
Microsoft Excel Workbook (.xlsx)
Important
This workbook is designed to help businesses organise and monitor operational data. It does not provide accounting, tax, forecasting or business intelligence advice.
Need Help Customising This Workbook?
Every business is different.
If you would like personalised support adapting this workbook to your business processes, you can book a one-to-one SME Data Setup Consultation (£47).
During this 60-minute consultation we will:
- Review your current business data processes
- Identify gaps and opportunities for improvement
- Discuss workbook structure and reporting requirements
- Explore practical ways to improve organisation, tracking and reporting
- Provide recommendations tailored to your business needs
Workbook customisation and implementation services are available separately and quoted based on requirements.
👉 Book your consultation: