Download Financial Trends Free Excel Template

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Financial trends by region and location is a free financial dashboard in Excel. This financial dashboard excel template is free to download and useful for Sales Manager, Business Managers, Owners and Professionals. This template covers all the revenue table, expenditure table, revenue trends, revenue category and more.

About Financial trend dashboard by region in excel

A trend is the overall direction of a market or an asset’s price. In technical analysis, trends are identified by trendlines or price action that highlight when the price is making higher swing highs and higher swing lows for an uptrend, or lower swing lows and lower swing highs for a downtrend.

In this excel dashboard, you can use the working sheets to update your information. The information can be around revenue in various country or region [demography/ geography], Return on Investment (ROI) at various offices and location, product wise actual sales, product leads and trends. Along with these parameters, you can also update the target versus actual figures.

This financial dashboard updates automatically. You can update the figures in the working sheet and get the dashboard ready.

Use of slicer feature in excel makes this dashboard interactive for users. You can use the slicer to select demography, region and country. Dropdown menu for months also helps users to filter out the desired month. Use of Line Graph, Pie Chart, Trendlines and tables, this interactive dashboard is useful for small to medium business. CFO of any company can also use this dashboard template.

Glossary for this template

Return on Investment [ROI]

Return on investment or return on costs is a ratio between net income and investment. A high ROI means the investment’s gains compare favorably to its cost. As a performance measure, ROI is used to evaluate the efficiency of an investment or to compare the efficiencies of several different investments.


Sales are activities related to selling or the number of goods sold in a given targeted time period. The delivery of a service for a cost is also considered a sale.


An expense is an item requiring an outflow of money, or any form of fortune in general, to another person or group as payment for an item, service, or other category of costs. For a tenant, rent is an expense. For students or parents, tuition is an expense.

Download and use Financial Trends Excel dashboard

To use this free FINANCIAL DASHBOARD excel template, you should have Microsoft Office/ Microsoft Excel installed in your system.

After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.

Click the button below to Download Financial Trends Excel Template

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