Investment Dashboard Examples

A financial dashboard is a management tool that helps to track all your relevant finance kpis allows for effective cash management and enables to track expenses sales and profits in detail to meet and outperform financial objectives of a department or company. Financial dashboards can help you make strategic decisions based on your organization s fiscal performance.

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The data will allow managers to change allocations on the fly as well as keep their clients informed.

Investment dashboard examples. A financial dashboard can have various uses whether you re tracking sales revenue analyzing business growth or making strategic decisions based on fiscal performance. Play with the files and learn more. Similarly if you re creating a dashboard for human resources department to track the employee training then the objective would be to show how many employees.

You can click the map to check the contracts kpi completion rate rent payables and a monthly cumulative index of each mall as well as other detailed indices. Use nested if function combined with iferror function to identify and show the results of the selected month. The goal of the site is to create a visual hub for excel dashboard design with a range of different dashboards from financial to organisational and kpi dashboards.

You can track sales revenue and analyze business growth through product and sales rep statistics. The first part of the article deals with the theory of excel dashboard design with some pictorial examples of excel dashboards i have created for cpa australia. In this financial dashboard example we ve created three sections for the key performance indicators.

Just place your monthly results. Compare financial data with information from previous years and make future estimates based on performance. Financial index analysis dashboard the financial index analysis dashboard makes you have a comprehensive view of the financial status of shopping malls around the country.

Smartsheet s financial dashboard template allows you to get a quick visual picture of your financial data. This helps in analyzing where the funds are distributed and which product or service is generating more revenue for the business. Examples include kpi dashboard project dashboard executive dashboard sales dashboard customer service dashboard website dashboard statistics dashboard and more.

As you see we ve applied simple calculations. High level design overview the investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. For example if you re creating a kpi dashboard to track financial kpis of a company your objective would be to show the comparison of the current period with the past period s.

Let us see the calculation sheet. Check out more than 200 example dashboards workbooks ideas for you. More than ever before financial professionals and departments are under intense pressure to deliver.

Financial dashboard template is jotted down with all the key financial metrics related to the business are converted into graphs and pie charts and jotted down into the excel template.

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