Financial Profitability Dashboard

A dynamic dashboard tailored for effortless monthly financial performance analysis and reporting. Crafted with clear and structured Excel tables and pivot tables, this user-friendly tool requires no Excel VBA for seamless navigation.

Key features of the dashboard:

1. Profitability Metrics Overview: Five card visuals spotlighting essential profitability metrics.
2. Monthly Performance Trends: A combined bar and line chart offers a visual snapshot of monthly revenue, cost of sales, and gross profit. Easily grasp month-on-month performance, revealing insights into income, associated costs, and core business profitability.
3. EBITDA Tracking: A center-emphasized line chart dynamically tracks monthly EBITDA against targets, showcasing the best and worst-performing months.
4. Regional Insights: Explore EBITDA distribution by region with a horizontal line chart, understand monthly revenue by region through a customized stacked bar chart, and visualize total Full-Time Equivalent (FTE) and FTE distribution by region with a pie chart.
5. Operating Expenses Overview: A stacked bar chart details monthly operating expenses, consolidating from type-based to function-based categories for a comprehensive, aggregated view.

This versatile dashboard caters to both single business operating units and higher aggregate levels. Its intuitive design, coupled with comprehensive chart visualisations, makes it an indispensable tool for gaining actionable insights and facilitating informed decision-making.

Please find our tutorial below - how to build this dashboard