Financial Dashboard Starter - Excel Template with Dynamic Dashboard
Financial Dashboard Starter - Excel Template with Dynamic Dashboard
This workbook is a starting point for a monthly finance dashboard. Enter nine figures a month and it produces the page most management teams ask for first: revenue, margin, profit and cash against budget, working capital days, and a KPI scorecard with clear status. It is built to be extended: add your own measures on the Metrics sheet as your reporting grows
Instructions and guidance for using the template are included within the workbook.
This is a generic, standard template designed for use across most industries. You may need to add, remove or change items to match your own reporting systems and policies.
© Thefinanceintellect.com. Licensed for use within your own organization; not for resale or redistribution. This workbook is a general-purpose tool and is not financial, tax or legal advice. Results depend entirely on the data you enter: review them before relying on them for any decision.