Capital Expenditure Dashboard Excel Template

The dashboard focuses on capital expenditures for a group of projects within an fictional company operating across multiple regions.

Key components of the dashboard include:

• Capital Expenditures Overview:
  • Displays an aggregate summary of capital expenditures, encompassing essential metrics such as budgeted amounts, committed amounts, and actual paid amounts.
• Project Grouping:
  • Organises the data according to groups of projects, providing a clear understanding of the financial status across different initiatives.
• Geographical Breakdown:
  • Allows users to slice and dice the information based on geographical locations (e.g. states). This feature provides insights into how capital expenditures vary across different regions.
• Team Analysis:
  • Enables users to analyse the data based on teams, offering a detailed breakdown of capital expenditures by project teams. This feature helps in understanding the performance of individual teams within the organisation.
• Monthly Visualisation:
  • Provides a time-based perspective by allowing users to view capital expenditures on a monthly basis. This feature enables tracking trends, identifying patterns, and assessing the financial performance over time.

[Key Component]

• Raw dataset that you can replace with your own data
• Power query based consolidation (to show you as a potential way to expand the reporting dimensions)