Financial KPI Dashboard — Excel Template

Give your leadership team a live view of financial performance in a self-updating Excel dashboard - no software or subscription needed. Enter your monthly numbers once, and every KPI, chart, and summary recalculates automatically.

What's included

• Monthly Inputs sheet - revenue, COGS, and operating expenses by category
• Executive Dashboard - Revenue, Gross/Operating/Net Margin KPI cards, full P&L summary, and monthly trend charts
• Revenue Analysis - segment mix, contribution %, and monthly breakdown with charts
• Expense Analysis - spending by category, % of revenue, and composition chart

Pro version adds

• Budget vs. Actual - set monthly targets and get automatic variance $ / % with On Track / Below Budget status
• KPI Alerts - set your own thresholds for margins and expense ratios; status flags automatically with color coding
• Executive Summary - a plain-English recap of your latest numbers, auto-written from live formulas every time you update your data

Compatible with Excel 2016 and newer. No macros, no Power BI license required.

Why buy from MetricVault

• Instant Download - your file is ready immediately after checkout, no waiting.
• Lifetime Updates - free updates whenever we improve this template.
• Single-User License - for use in one business. Need a team license? contact us.
• Friendly Support - questions about setup? We reply within 24 hours.