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Free Excel dashboard for tracking invoices and client payments — built this for my own business, sharing it
Our take
Managing invoices and client payments can be a source of stress for many small business owners. After years of running my own service business and trying various apps, I found myself returning to Excel for its speed and simplicity. This inspired me to create a comprehensive invoice tracking dashboard in Excel. It automatically tracks payment status, calculates overdue days, flags high-risk clients, and includes a late fee calculator. I've made the dashboard available for free—no strings attached.
Been running a small service business for a few years and the one thing that always caused stress was knowing who owed me what at any given moment. Tried a few apps but always ended back in Excel because it's just faster.
So I built a proper invoice tracking dashboard in Excel. Tracks payment status, calculates overdue days automatically, flags high-risk clients and has a late fee calculator built in.
Made a free version — no catch, just grab it and use it. If it saves one person from chasing a forgotten invoice it's worth sharing.
Link: dashforgetools.gumroad.com
Happy to answer any questions about setting it up.
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