Finance KPI Dashboard Excel Template
Originally published: 08/10/2018 15:01
Last version published: 27/10/2021 12:49
Publication number: ELQ-78907-5
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Finance KPI Dashboard Excel Template

This Finance KPI Dashboard is brilliant for evaluating a business's financial model.

This Finance KPI Dashboard by Someka is an efficient tool for testing the condition of a company’s financial model.

As the financial model is the main part of any business, regulating and frequently assessing it is crucial to the performance of the business itself. Almost every business decision, from the top down, has to take into consideration the financial impact on the company. Therefore, being able to quickly and easily analyze such decisions is vital to preventing an inefficiency in the operations.

In order to do this, the implementation of the right performance metrics is necessary.
The following most commonly used Finance KPIs are included in the template:

1. Gross Profit
2. Gross Profit Margin
3. Operating Expense Ratio
4. Net Profit Margin
5. EBIT and EBITDA Margin
6. Current Ratio
7. Accounts Payable Turnover Ratio
8. Accounts Receivable Turnover
9. Accounts Receivable Turnover Ratio

The user is not, however, limited by these metrics, and is free to upload his/her own.

This Excel Dashboard model includes the following key features:

- Key Financial Performance Indicators

- Trend Charts

- Previous Year and Target Comparisons

- Monthly and Cumulative Analysis

The accompanying video offers a quick and simple tutorial of how to navigate the Excel Model. It also demonstrates how easy it is to input one’s own metrics into the template for a more bespoke output.

This KPI Dashboard is compatible with Microsoft Excel 2007 and later versions.

This Best Practice includes
1 Excel Spreadsheet, 1 YouTube Video

Someka offers you this Best Practice for free!

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  • Shae Seppi, MBA(last updated: 25/12/2018 16:12)

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