Reporting

Executive KPI Dashboard

Ten KPIs every leadership team needs - on one page, with trends, targets and status.

A ready-made Excel dashboard built by CFOs. The workbook has six integrated sheets - Cover, Inputs, Targets, KPIs, Dashboard and Definitions - where you enter 12 months of P&L, balance sheet and operational data, then all ten KPIs are calculated automatically and visualised on a single page with status (On Track / Watch / Off Track), target attainment, YTD average, min/max and trend charts for Revenue and EBITDA Margin. KPIs cover growth (Revenue Growth YoY), profitability (Gross Margin, EBITDA Margin, Net Profit Margin), cash (Operating Cash / Revenue), working capital (DSO, DIO, DPO), leverage (Net Debt / EBITDA) and customer (Customer Churn). Colour-coded cells, conditional formatting, adaptable for IFRS, US GAAP or local GAAP. Includes a PDF manual covering every sheet, all formulas, FAQs and a customisation guide.

Disclaimer. Templates are provided for general informational and illustrative purposes only. They do not constitute financial, legal, or professional advice. The creator accepts no liability for decisions made based on the templates. Users are solely responsible for verifying accuracy, completeness, and compliance with applicable laws, accounting standards, and regulations.