Metorik charges $79/month for cash flow reports. We built it better and made it permanently free.

Because once you see what WPBundle can do, you'll want the whole suite. Cash Flow Dashboard is our gift to you — no strings, no trial, no credit card. Forever free.

Quarterly revenue forecasts pulled straight from WooCommerce

Track operating expenses by category in real-time

P&L reports and cash flow projections at a glance

Free forever — no monthly fees, works with any WooCommerce store

Q1 Revenue

$28,450

Q1 Expenses

$12,100

Closing Balance

$16,350

Cash Flow Dashboard Features — Financial Reporting for WooCommerce

Track quarterly revenue, forecast cash position, and manage business expenses in one WooCommerce dashboard.

Quarterly Cash Flow Statement

Generate financial reports showing quarterly revenue vs expenses vs closing balance. Understand your true cash position, not just profit. Free WooCommerce financial reporting.

Revenue Aggregation & Forecasting

Automatically pulls WooCommerce sales data by quarter and projects future cash flow. Forecast cash position with historical sales patterns. No manual entry, no CSV imports.

Business Expense Tracking

Categorize and track operating expenses (COGS, Payroll, Marketing, Operations). See how each expense category impacts quarterly cash position and profitability.

Quarterly Cash Flow Projections

Forecast your closing cash balance quarter by quarter. Spot potential cash flow shortages before they happen. Plan quarterly expenses with confidence.

Key Metrics at a Glance

Current quarter net, YTD net, projected year-end balance, best quarter. Everything you need to track performance.

Open Balance Config

Set your starting cash position for the year. Dashboard chains all opening/closing balances automatically.

Why WooCommerce Store Owners Love Cash Flow Dashboard

Stop Guessing Your Cash Position

Revenue is vanity. Cash is reality. Know exactly where your money is going, quarter by quarter.

Forecast Confidently

Project quarterly closings and spot cash flow problems before they force you into debt. Make decisions from data, not panic.

Run Your Store Like a Business

P&L statements, cash flow projections, and quarterly KPIs. The financials you need to scale without the spreadsheet nightmare.

One Click to Understand Your Year

Navigate between years, compare quarters, update expenses. Everything you need in one WordPress dashboard tab.

Real Results from Real Stores

Cash flow visibility changes how store owners make decisions. Here's what that looks like in practice.

Seasonal Retail Store

$12,000 cash gap predicted — avoided

A garden supply store used quarterly cash flow forecasting to predict a $12,000 cash gap in January (their slow season). They arranged a short-term credit line in November — avoiding a stock shortage that would have cost them the spring rush.

Digital Product Seller

+8% net margin improvement

A course creator tracked operating expenses (hosting, software, ads) against WooCommerce revenue in the dashboard. They discovered their ad spend was consuming 38% of revenue — 10 points higher than they thought. They cut one underperforming campaign and improved net margin by 8%.

Multi-Product Store

+$3,200/month profit, same traffic

A home decor store used P&L reports to compare product category profitability. Furniture had 45% margins; accessories had 62%. They shifted marketing budget to accessories and grew monthly profit by $3,200 without increasing traffic.

Cash Flow Dashboard vs. FreshBooks: Do You Need Accounting Software?

FreshBooks and QuickBooks are full accounting platforms built for accountants. Cash Flow Dashboard is purpose-built for WooCommerce store owners who need to understand their business finances — without an accounting degree.

Feature
Cash Flow Dashboard
FreshBooks
Price
Free
$17–55/month
Purpose
WooCommerce store P&L
Full accounting platform
WooCommerce Integration
Native
Via 3rd party connector
Setup
5 minutes
Hours + accountant
Tax Filing
No (export for accountant)
Yes (invoicing + tax)
Quarterly Forecasting
Yes
Limited
Expense Tracking
Yes
Yes

If you need to file taxes and send client invoices, use FreshBooks. If you need to understand your WooCommerce store's cash position — Cash Flow Dashboard is free and takes 5 minutes to set up.

See Your Store's Cash Position in 10 Minutes

No accountant required. No complex configuration. Your data is ready the moment you activate.

1

Install

Download from WordPress.org. Activate in Plugins.

2

Connect WooCommerce

The dashboard auto-imports historical order data. No setup needed — first report generates immediately.

3

Add Expenses

Enter your recurring operating costs (hosting, software, shipping costs, ads). Use CSV import for bulk entry.

4

Read Your Reports

Open the Cash Flow dashboard. See quarterly P&L, revenue trends, and your forecasted cash position for the next 90 days.

Part of the WPBundle Suite

Cash Flow Dashboard is included free

as part of the WPBundle Lifetime Bundle

What You Get

13

WooCommerce Plugins

$149

Once, Forever

No Subscription

  • 13 WooCommerce plugins (growing)
  • Every future plugin included
  • Up to 5 site licences
  • All updates, forever
  • Priority support
  • No subscription. Ever.
Get All 13 Plugins — $149 →Or download the free version →

30-day money-back guarantee · No credit card required

Ready to See Your Real Cash Position?

Get free access to the WPBundle Cash Flow Dashboard. No credit card required. No monthly fees. Install it on your WooCommerce store today.

Free to install · No credit card · Works with any WooCommerce store

Frequently Asked Questions