EasePro Consolidation Dashboard Model Sample

This is a practical look at how we create a consolidated financial dashboard to bring key financial information together in one place.

The dashboard is designed to give management a quick view of the business while still allowing them to look deeper into the underlying financial performance. It brings together key areas such as revenue, gross profit, EBITDA, profitability, liquidity, leverage, working capital, and cash flow. The dashboard also presents performance across actual and forecast periods, making it easier to understand both historical trends and the expected direction of the business.

The reporting view includes year-on-year and trailing-twelve-month performance, along with key metrics such as revenue growth, gross margin, EBITDA margin, EBITDA, PAT, ROCE, PAT margin, cash, current ratio, cash conversion cycle, debt-to-equity, interest coverage, and free cash flow.

The idea is to move away from looking at financial information in separate reports and instead create a single management view where the most important numbers and trends can be reviewed together. This makes the reporting more useful for management discussions, performance reviews, financial planning, and decision-making.

The dashboard can also be structured around different entities and reporting periods, allowing management to select the relevant entity and month or year when reviewing performance.