Free Excel Template : Financial Performance Infographic

Financial Dashboard
Compatible with : Microsoft Office Excel, Libra Office, WPS Office, Google Sheet
  • Download The Template File
  • Extract The Zipped File
  • Use the Template
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A SWOT Analysis is a structured brainstorming and evaluation tool used to identify your internal Strengths and Weaknesses and external Opportunities and Threats. You can use a …

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Introduction of this Excel Template :

Use this Free Financial Performance infographic excel template to quickly understand the financial performance of your business or business of your client. This template and tutorial to use this dashboard template will show you what it is, why it’s important to deliver an overview of the company’s liquidity. Our goal is to focus on data visualization, not data entry. We’ve just created modern charts to visualize the most important financial metrics and trends.

Navigation structure and Ribbon control

The structure is clean. If you are using a grid layout, you’ll provide the best user experience.

We’ve used advanced chart types and a grid layout in Excel for better readability. The dashboard and the main sheets can be controlled from the ribbon using icons.

financial dashboard navigation structure using ribbon

When you develop and create complex reports and templates with multiple worksheets, you have to keep your eyes on the navigation structure.

We’ll use three Worksheet: data, calculation, and dashboard – this is the industry standard if you are in dashboard design.

Financial Performance Dashboard: Metrics

First and foremost, find out your financial metrics:

  • Income
  • Net Profit
  • Net Profit Margin %
  • Expenses
  • Cash at EOM
  • Quick Ratio ((Current assets – Inventories) / Current liabilities)
  • Current Ratio (Current assets / Current liabilities)
  • Accounts Receivable
  • Accounts Payable
  • % of Income Budget
  • % of Expenses Budget
  • Net Profit versus Target
Summary of Core Logic and Idea behind Financial Performance Infographic

As first, you can add your data to the “data” Worksheet. In this financial dashboard example, we’ve created three sections for the key performance indicators. Just place your monthly results. As you see, we’ve applied simple calculations. Use nested IF function (combined with IFERROR function) to identify and show the results of the selected month.

nested if function calculate

Let us see the calculation sheet. As we know, conditional formatting playing a key role when you want to show the target vs. actual performance. We’ll use standard color codes for the positive and negative variance.

conditional formatting rules

Tip: Be careful with the conditional formatting rules! Some metrics (for example, Expenses, Accounts Payable, etc.) work unusual. If the Expenses increased vs. the last month, you have to use a red color because it’s a negative trend.

Profit & Loss Dashboard Template in MS Excel
financial dashboard profit and loss statement template

 

If you want to visualize the monthly / yearly performance we recommend using these chart types below:

 

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