Check our financial dashboard template! One of our favorite spreadsheets will produce a dynamic dashboard! You can track the main financial metrics month by month. Show comparisons and trends using modern chart types, grid layouts, and smart navigation structure.
The included metrics and groups are efficiency, liquidity, and profitability. Our template combines traditional reports of financial information with charts of financial measures. The excel dashboard provides a logical and easily editable structure. You can put your raw data into the ‘Data’ sheet. Apply some calculation on the ‘Calc’ sheet. Finally, show the result on the main dashboard sheet.
If you are looking for a clean dashboard to take a quick overview, you are in the right place at the right time. Using this template, you can easily communicate the result with your staff. You can measure Incomes, Expenses, Net profit, etc. The dynamic waterfall chart helps you to track the yearly performance from the Total income to the Net Profit. We apply infographics-style double doughnut charts to visualize the net profit margin.