This chapter covers the core features and capabilities of Freelance Financial Dashboard.
| File | Purpose | Sample Data |
|---|---|---|
sheets/income-log.csv | Every invoice: client, amount, category, payment status, days to pay | 30 realistic invoices ($1,200 - $7,500) |
sheets/expense-log.csv | All business expenses with categories, deductibility flags, and receipts | 40 expenses across 11 categories |
sheets/monthly-summary.csv | Month-by-month P&L: revenue, expenses, profit, tax set-aside, take-home | 8 months of worked data |
sheets/tax-estimate.csv | Quarterly estimated tax calculations: federal, SE tax, state | 4 quarters with rate breakdowns |
sheets/profit-margin.csv | Margin analysis by service category + client profitability rankings | 4 categories, 7 clients |
sheets/yearly-comparison.csv | Year-over-year metrics: revenue, profit, client count, avg invoice, DSO | 3 years of comparison data |
| File | Purpose |
|---|---|
formulas/FORMULAS.md | 23 Google Sheets formulas with cell references, worked numeric examples, and decision frameworks |
| File | Purpose |
|---|---|
pages/dashboard-setup.md | Complete layout guide: KPI placement, chart data tables, color coding |
pages/how-to-read-your-numbers.md | The 5 numbers that matter most, monthly review checklist, red flags |
| File | Purpose |
|---|---|
docs/SETUP-GOOGLE-SHEETS.md | Step-by-step CSV import, column formatting, formula setup |
docs/CUSTOMIZATION.md | How to adapt categories, tax rates, payment methods for your business |
docs/chart-setup-guide.md | 6 chart types with exact setup instructions and data source formulas |
Follow this guide to get Freelance Financial Dashboard up and running in your environment.
1. Download and unzip the product files
2. Create a new Google Sheets workbook (or open Excel)
3. Import CSVs — File → Import → Upload each CSV as a new sheet tab (see docs/SETUP-GOOGLE-SHEETS.md)
4. Format columns — Set date, currency, and percentage formats
5. Add formulas — Copy formulas from formulas/FORMULAS.md into your Dashboard sheet
6. Create charts — Follow docs/chart-setup-guide.md for visual dashboards
7. Replace sample data — Delete sample rows, start entering your real invoices and expenses
Total setup time: 30-45 minutes. After that, logging takes 2 minutes per entry.
The formulas/FORMULAS.md file contains 23 formulas organized by sheet. Key examples:
Revenue by category:
=SUMIFS($F$2:$F$1000, $E$2:$E$1000, "Design", $H$2:$H$1000, "Paid")Tax-deductible expense total (with partial deductions):
=SUMIFS(E2:E1000, G2:G1000, "Yes") + SUMIFS(E2:E1000, G2:G1000, "Partial") * 0.5Projected full-year revenue from YTD:
=C2/MONTH(TODAY())*12Client effective hourly rate:
=Revenue / Total_Hours_Including_Non_BillableEvery formula includes worked examples with the sample data numbers.
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