Marketing Budget Worksheet
Plan annual, monthly, and weekly marketing spend from revenue, budget percent, and margin assumptions.
10 KB XLSX · 1.5 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Dashboards
Free Small Business Dashboards and Planning Tools
Downloadable small business dashboards help you turn calculator estimates into offline planning files with live formulas in the Excel version and flat CSV fallbacks when you need something simple. Each dashboard pairs with a calculator on USA Biz Profit Tools and includes inputs, output formulas, example values, and action steps. They are free, require no signup, and work offline once downloaded. Open them in Excel, Google Sheets, Numbers, or another spreadsheet tool when you want to compare marketing ROI, profit margin, break-even, website cost, and revenue planning assumptions.
Excel and CSV downloads
Choose a planning dashboard
Google Ads ROI Dashboard
Review paid search spend, clicks, leads, customers, gross profit, and estimated ROI in one planning file.
10 KB XLSX · 1.7 KB CSV
Excel includes live formulas. CSV is a flat fallback.
SEO ROI Dashboard
Connect SEO cost, organic visits, lead rate, customer value, gross profit, net return, and ROI.
11 KB XLSX · 1.8 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Email Marketing ROI Dashboard
Track list size, campaigns, clicks, orders, gross profit, net return, and email marketing ROI.
11 KB XLSX · 2.0 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Website Cost Planning Dashboard
Plan website scope, pages, integrations, copywriting, contingency, and monthly care costs.
11 KB XLSX · 1.7 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Break-Even Planning Dashboard
Review fixed costs, price, variable cost, contribution margin, break-even units, and revenue.
10 KB XLSX · 1.5 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Profit Margin Review Dashboard
Review revenue, direct costs, operating expenses, gross profit, gross margin, and net margin.
10 KB XLSX · 1.3 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Monthly Revenue Goal Dashboard
Turn fixed costs, desired profit, gross margin, and average sale value into revenue targets.
10 KB XLSX · 1.6 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Combined Small Business Profit Dashboard
Combine the core profit, marketing, break-even, website cost, and revenue goal planning views.
16 KB XLSX · 14 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Combined Marketing ROI Dashboard
Compare marketing budget, Google Ads ROI, SEO ROI, and email ROI in one planning workbook.
13 KB XLSX · 7.8 KB CSV
Excel includes live formulas. CSV is a flat fallback.
Workflow
How to use these dashboards
- 1 Download the Excel dashboard that matches your planning question.
- 2 Fill the highlighted input cells with your real or conservative numbers.
- 3 Use the live formulas or CSV formula notes to review outputs.
- 4 Run through the action checklist before committing money.
Privacy note
Your calculator values are processed in your browser. We do not store your entries.
Educational disclaimer
These dashboards are educational planning tools. They are not tax, legal, accounting, investment, or professional advice.
Need a fast browser estimate first?
Open calculatorsFAQ
Common questions
What is a small business dashboard CSV?
A small business dashboard CSV is a downloadable planning worksheet you can open in spreadsheet software. These files organize inputs, output formula notes, examples, and action steps around a specific business decision.
Do I need Excel to use these?
No. The Excel version is best when you want live formulas in Excel, Google Sheets, or Numbers. The CSV fallback is a flat file you can open in any spreadsheet app or plain text editor.
Are these dashboards free?
Yes. The dashboard CSV files are free to download and do not require an account. They are designed as educational planning tools for U.S. small business owners.
How are dashboards different from the calculators on this site?
The calculators update instantly in your browser and show estimated results from the values you enter. The dashboards are offline planning files that help you record assumptions, use formula cells, review examples, and plan next steps.
Can I share these dashboards with my team?
Yes. You can share the downloaded CSV files with your team and fill them in together. Avoid putting sensitive customer, legal, tax, or financial details into shared files unless your business has appropriate controls.
How often are the dashboards updated?
Each dashboard includes a last updated line. The current dashboard set is marked 2026-05 and can be refreshed as calculator pages or planning guidance changes.