Originally published: 05/07/2018 10:40
Last version published: 11/03/2021 15:30
Publication number: ELQ-89778-7

KPI Excel Dashboard Model

This financial KPI dashboard displays a range of organisational metrics (actual v plan) in a clear succinct summary.

by Marcus Small
Director at TheSmallman.com

2 reviews6,084 views|Start the discussion!|Add to cart - $99.00

financial budget actual dashboard kpi excel summary

Description
This financial KPI summary which summarises actual v plan for the following revenue, expenses, leads, risks, operational projects in a succinct one page report. Additionally the report displays YTD Products, resellers, ROI, ROA, Social media followers, efficiency and a range of assumptions which can be changed very easily.

The dashboard has dynamism, the report can be moved forward or backwards by date. All of the charts and tables will reflect YTD as a result. The data is segregated into a logical order and summarised in a meaningful, easy to digest format.

The data is structured in a logical format with the file flowing from left to right - Inputs - Calculations - Outputs. The file uses a range of tables, charts and shapes to display a compelling story. There is a variety of controls, from a combo box to control the data displayed, a range of option buttons to control the colour of the heat map and a slicer to change the focus on region. The whole file changes seamlessly as any of the metrics are altered.

Users will gain the maximum benefit from this file if they are already competent spreadsheets users. The file is designed for people who use Excel on a regular basis, and are comfortable with using its tools and functions. Incorporation of new data should be plug and play considering the calculations you wish incorporated.

If you have any questions regarding this tool, don’t hesitate to reach out by starting a discussion below or private messaging directly through my Eloquens author channel.

If you’ve found this tool useful, show your appreciation by leaving a rating and a review!

-> If you want to acquire a full range of my Best Dashboards, have a look here: https://www.eloquens.com/tool/BN8rC7ld/startups/kpi-dashboards/premium-dashboard-models-the-very-best

-> If you want to learn with me how I actually build these Dashboards with dozens of best practices, check out my advanced video course here: https://www.eloquens.com/tool/dXVXtKZK/startups/kpi-dashboards/advanced-dashboard-design-course

- Marcus Small

This Best Practice includes
1 Excel file (14 Tabs)

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Further information

Objectives

This Financial Model outputs a YTD P&L by region and a range of organisational metrics, FTE trends, projects actual v plan, revenue by product, social media metrics. It takes into account YTD and has the power to change automatically. The model has a robust heat map tool which displays colour based on performance against predetermined metrics. So changing the metrics changes the heat map accordingly. This is a weapons grade YTD financial KPI dashboard with some very nice infographics to compliment the dataset.

Use it if

Where an organisation needs to report actual v budget on a range of key organisational metrics. This model can sub metrics in or out. Just change the criteria and keep the KPI dashboard format the same.
Professionally formatted to easily cut and paste key data into this workbook and have the data flow through to the calculations pages.

Reviews

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Lauren Taylor(last updated: 24/06/2019 05:06)
Mike DiNardo(last updated: 26/04/2019 14:32)
I love them all!
Keep them coming, Marcus! I love them all!