What’s in the bundle

  • The Cash Flow and Runway, Profit and Loss, Invoice and AR Aging, and Sales Pipeline dashboards
  • Combined setup guides for all four

Who it’s for

Business owners who want cash, profit, receivables and sales covered by one consistent set.

Each one on its own

Cash Flow and Runway dashboard with cash on hand, runway, an actual-to-forecast cash balance chart, signals and where the money goes

Cash Flow & Runway

A 12-month cash forecast with runway, three scenarios, and a warning before cash dips below your minimum.

$24.99 Etsy
Profit and Loss dashboard with revenue, gross margin, net profit, a monthly chart, variance signals and budget vs actual

Profit & Loss

Budget vs actuals and a full P&L overview, so you can spot gaps between plan and results.

$24.99 Etsy
Receivables dashboard with outstanding and overdue totals, an aging chart, follow-up list, invoiced vs collected and who owes you

Invoice & AR Aging

Track every invoice, see what’s overdue, and know how late each balance is with aging buckets.

$22.99 Etsy
Sales Pipeline dashboard with open pipeline, weighted forecast, win rate, revenue won vs target, KPI scorecard and pipeline by stage

Sales Pipeline & KPI

Track deals, stages and values, with win rates and a KPI scorecard against your targets.

$24.99 Etsy

Questions

Does it work in Excel or Google Sheets?

Both. Every template works in Excel 2016 or newer and in Google Sheets with a free Google account, on a computer, tablet or phone.

Do I need a subscription or an account?

No. You pay once on Etsy and the file is yours. There is no Lavontryx account and no monthly fee. (Google Sheets itself needs a free Google account.)

What exactly do I get?

The spreadsheet file with sample data already filled in, plus a PDF setup guide. It is an instant digital download from Etsy.

Where is my information stored?

In your own copy of the file. Nothing you type is sent to us.

Are the dates and forecasts exact?

They are estimates based on what you enter. Payoff dates, forecasts and set-aside amounts update as your numbers change.

Can I get a refund?

Because these are digital downloads, all sales are final. If something isn’t working for you, message us on Etsy and we’ll help.

Can I share or resell it?

Templates are for personal use only. Please don’t resell or share the files.

Every template includes

  • Instant digital download
  • Excel and Google Sheets
  • Computer, tablet or phone
  • Sample data and a PDF guide
  • No subscription
  • Your info stays yours
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