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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