Dashboard Format in excel

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Mahenthiran

Mahenthiran (Querist)
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26 April 2022 Dear sir/Madam

Kindly share Financial dashboard format in excel.

Aashok Kumar Sharma

Aashok Kumar Sharma

(Expert)
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06 July 2024 Creating a financial dashboard in Excel can be quite useful for monitoring key financial metrics and performance indicators. Here’s a basic format and structure you can use for a financial dashboard:

Financial Dashboard Format in Excel

Overview Section

1. Header Section:
• Company Name
• Date Range Covered by the Dashboard
2. Summary of Key Metrics:
• Total Revenue
• Total Expenses
• Gross Profit Margin (%)
• Net Profit Margin (%)
• Current Ratio
• Quick Ratio
• Debt-to-Equity Ratio
• Any other relevant financial ratios or metrics specific to your business.

Graphical Representation

3. Graphs and Charts:
• Line Chart showing Revenue Trends over Time
• Bar Chart comparing Expenses by Category
• Pie Chart showing Expense Breakdown as a percentage of Total Expenses

Detailed Sections

4. Income Statement:
• Columns for: Description, Amount (Current Period), Amount (Previous Period), Variance
• Include sections for Revenue, Cost of Goods Sold, Gross Profit, Operating Expenses, Operating Income, Net Income
5. Balance Sheet:
• Assets (Current and Non-current)
• Liabilities (Current and Non-current)
• Equity
• Total Assets = Total Liabilities + Equity
6. Cash Flow Statement:
• Operating Activities
• Investing Activities
• Financing Activities
• Net Cash Flow

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