Financial KPI & Management Reporting Dashboard

A one-page monthly management report with your key financial KPIs, trends and targets.

Key features

• KPI library with definitions
• Targets and traffic lights
• 12-month trends
• Print-ready management page

Who it is for

FP&A professionals · Financial controllers · Finance managers · Business consultants · Business owners

What is included

• Instructions
• Settings
• Data input
• KPI calculations
• Management dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.