SMBDashboard
2026-09-03 · 12 min read
Free Small Business Dashboard Templates, Compared
Five genuinely free routes to a small business dashboard, compared on setup time, who maintains it, what breaks in month two, phone use and printing.
Blog
Practical writing for owners: what to track, what to skip, and how to keep the whole business on one screen you actually look at.
2026-09-02 · 10 min read
Etsy Shop Profit Tracking: What Etsy Won't Show
Etsy reports revenue and its own fees. Materials, packaging, counter postage and your hours sit outside it. Here is one order taken apart end to end.
2026-09-01 · 14 min read
How to Price Your Services: Hourly, Job, Package
How to price your services by picking the structure first: hourly, per job, or package, chosen by how much your work varies, with a scope-creep guard for each.
2026-08-31 · 14 min read
How to Track Unpaid Invoices Without Software
How to track unpaid invoices without buying software: one status flag, a fixed day 0 to day 30 chase schedule, and reminder wording you can copy today.
2026-08-28 · 12 min read
Is Your Business Profitable? Three Honest Answers
How to know if your business is profitable: three honest answers from one month of the same entries, worked through cash, accrual, and paid-owner profit.
2026-08-27 · 10 min read
How to Track Leads Without a CRM
A lead record that survives has four fields: who, what they asked for, the next action, and the date. Here is the structure and the review that keeps it alive.
2026-08-26 · 15 min read
Small Restaurant KPIs You Can Actually Collect
Six small restaurant KPIs one site can collect without a POS: daily sales, food cost, labour cost, average check, covers by day, and waste, with formulas.
2026-08-25 · 10 min read
CRM for a One-Person Business: What You Need
A one-person business has no handoffs and no pipeline reviews, which removes most of what CRM software does. Here are the four parts that are left.
2026-08-24 · 12 min read
Cash Flow Basics for Small Business Owners
Cash flow basics for small business owners: the profit versus cash gap, a 13-week cash view built from records you already keep, and the warning signs.
2026-08-21 · 15 min read
Job Costing for Small Contractors, Simply
Job costing for small contractors without software: the three numbers per job that matter, plus a kitchen remodel costed line by line, estimate versus actual.
2026-08-20 · 12 min read
Spreadsheet vs CRM: When a Spreadsheet Wins
Spreadsheet vs CRM, answered honestly: for a few dozen customers a spreadsheet is a fine customer list. Here are the three jobs it genuinely fails at.
2026-08-19 · 12 min read
Break-Even Point for a Service Business
How to find the break even point for a service business when you don't sell units: two worked examples, in jobs per month and in billable hours per week.
2026-08-18 · 15 min read
Cleaning Business KPIs for a One- or Two-Person Crew
Four cleaning business KPIs a solo or two-person crew can count from a calendar: revenue per booked hour with drive time, recurring mix, and cancellations.
2026-08-17 · 11 min read
Small Business Dashboard in Excel: Worth It?
Excel is good at the year end view and slow at the daily one. The four maintenance jobs a spreadsheet dashboard creates, and which numbers belong where.
2026-08-14 · 18 min read
Salon KPIs: What to Track Without Salon Software
Salon KPIs you can work out from an appointment book and a payment log: rebooking rate, average ticket, visit frequency — formulas included, no salon software.
2026-08-13 · 14 min read
How to Track Sales Without Software
You don't need software to track sales. What a sales record must contain, the three formats that survive real life, and when each one stops working.
2026-08-12 · 14 min read
Landscaping Business KPIs: 5 Numbers That Matter
Five landscaping KPIs a two-truck crew can actually calculate: close rate, revenue per customer, margin by service, season retention, and hours billed.
2026-08-08 · 5 min read
A Simple CRM Is Enough for Most Small Businesses
Pipelines, stages, and sequences are for sales teams. Most owners need four things from a CRM — and they fit in a list you can keep.
2026-08-08 · 5 min read
Small Business Numbers to Check Monday
Six numbers that tell you the true state of a small business in five minutes: revenue, expenses, profit, open invoices, tasks, and the week ahead.
2026-08-08 · 4 min read
A One-Page Weekly Business Review
A fifteen-minute Monday routine: seven numbers, one page, one decision. How to run a weekly review you'll actually keep doing.
2026-08-08 · 5 min read
How to Stop Losing Track of Customer Follow-Ups
Follow-ups die in your memory, not your intentions. A three-part system: write it down at the moment, link it to the customer, review who's gone quiet.
2026-08-08 · 5 min read
Small Business Expense Tracking Without Software
You don't need a ledger to know where the money goes. A simple system: log at the moment of spend, use few categories, review monthly.