1. Daily Cash and Bank Register
Track every rupee in and out — daily. Simple columns: Date, Description, Amount In, Amount Out, Balance. Takes 5 minutes a day and saves hours of confusion at month end.
2. Monthly Sales Tracker
Which products or services are selling? Which clients buy the most? A sales tracker reveals patterns you would never spot otherwise.
3. Expense Dashboard
Group expenses into categories: rent, salaries, marketing, supplies, travel. When you see percentages against revenue, you immediately know where to cut.
4. Outstanding Payments
Who owes you money? Since when? A receivables sheet with follow-up dates reduces late payments dramatically.
5. Monthly MIS Report
One sheet that pulls everything into a summary — revenue, expenses, profit, outstanding, bank balance. Five minutes to read. Everything you need to make decisions.
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