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💰 Income Table – record every earning source💸 Expenses Table – track spending by category or vendor📊 Profit Summary – calculate totals and net profit🎯 Goals & Insights – set monthly targets and measure progress🗂️ Archive Data – automatically stores each month’s results with insights📈 Charts – visualize performance and category trends
Enter your target profit or use the goal sliderWatch Goal Progress (%) and profit visuals update automatically
📅 Date💵 Amount🏷️ Category (e.g. Digital Product, Subscription, Service)🗒️ Notes (optional)
Enter Date, Amount, Category, and VendorKeep category names consistent with Income for accurate comparisons
Total Income, Total Expenses, and Net ProfitProfit Bar visually compares income vs. expensesCharts show trends across time and categories
Current month entries move to the Archive Data pageTotals for Income, Expenses, and Net Profit are saved automaticallyYour dashboard resets for a clean new month
💵 Total Archived Income💳 Total Archived Expenses📈 Archived Net Profit🪄 Archived Insights (auto summary + best month detection)🧾 Income & Expense History Tables
In the Income or Expenses table → click Category dropdownChoose Edit OptionsAdd tags like Client Work, Software Tools, Investments, etc.
📅 Time Period: This Month / All Time / Custom Range🏷️ Category Filter: quickly isolate categories or vendors
✅ Review Profit Summary totals📸 Export or screenshot your dashboard🔁 Click Rebuild Monthly Data (clears current month)🗓️ Update your Monthly Goal for the next cycle
Keep categories identical in Income & ExpensesRecord entries weekly for the best accuracyLet the Archive system handle month resets automaticallyKeep one dashboard per year for a tidy archive
Check date formatting in both tablesConfirm category names match exactlyRemove any blank or zero-amount entriesPress Full Sync or Refresh Dashboard to recalc formulas
🎯 Welcome to Designor – Profit Suite
Your all-in-one workspace for tracking income, expenses, and profit — built for clarity, automation, and speed.
This dashboard gives you real-time insights, automatic month archiving, and clean visual summaries — all in one organized system.
🪄 Overview
The Designor – Profit Suite includes:
⚙️ Quick Setup (5-Minute Start)
1️⃣ Set Your Monthly Goal
📍 Located in the “Goals & Insights” section.
2️⃣ Add Income Entries
💵 Go to the Income table → click the ➕ row at the bottom.
Fill in:
3️⃣ Add Expense Entries
💸 In the Expenses table:
4️⃣ Review Profit Summary
📊 The Profit Summary updates automatically:
📦 Archiving Your Data (Automatic)
Each time you refresh your dashboard:
🗂️ Archive Data Page Includes:
💬 Example Insight:
“You’ve logged 2 income and 2 expense entries across 2 months, totalling $2,750.00 net profit to date. 💫 Best month so far: Oct 2025 — $1,750.00 profit.”
🎨 Customize Your Dashboard
💡 Edit or Add Categories
Keep category names identical across tables for clean analytics.
🎨 Colour System
The Profit Suite uses a consistent colour palette for clarity:
Table 1
Element
Default Colour
Purpose
💰 Income
🔵 Blue #007AFF
Incoming funds
💸 Expenses
🔴 Red #C94C4C
Outgoing costs
📈 Profit
🟢 Green #27AE60
Growth & performance
There are no rows in this table
To change colours:
Right-click any chart, stat card, or button → Format → Colour Choose a palette matching your brand style.
💡 Tip: Keep your palette consistent across charts and cards for a refined, professional look.
⚙️ Controls & Filters
Enhance usability with optional filters:
🧩 Optional: create a 🔄 Refresh Dashboard button
→ Insert → Button → Run Actions → Recalculate Formulas.
📅 End-of-Month Routine
All prior months are safely stored in Archive Data.
💼 Pro Tips for Accuracy
💡 Maintain clean and reliable insights:
🧠 Troubleshooting
If something doesn’t calculate correctly:
🌀 Built by Designor — crafted for clarity
Version v1.2 — Stable Release
A modern, automated workspace for creators, entrepreneurs, and professionals.
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