Excel Tip > Excel Dashboards > Finance > Financial Dashboard by michael.grohs

Financial Dashboard by michael.grohs

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Created by: michael.grohs

 

About Dashboard:

This dashboard showscompany’s financial summaryon industry estimated Vs. actual revenue, revenue by region, revenue by product, revenue by industries, yearly analysis.

This review is for business owner who needs an intuitive financial dashboard on a daily basis, but more so, needs the ability to forecast and run scenarios to grow a company.

In today’s world there is a huge pressure on the management to provide faster and transparent information which helps in determining company’soverall performance. It tracks financial datawhich helps to see the growth from various perspective of the industry.

There are several ways in which you can visualize financial data to understand the company’s goal. In October month, Excelforumteamhas launched a dashboard competing in which you are asked to visualize financial data using sample data. The challenge has generated a huge thrill around the community and fetched 118 incredible entries.

 

In this article, we will show you the steps on how to create this dashboard

Let us see the how Dashboard made by  Michael Grohs looks:

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We have divided this dashboard into 6 sections of information. Let us take a look at each one separately.

Section1:

In this section,we can click on any region & the related information gets updated in the whole dashboard.

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If we select middle region then the middle region in map will be highlighted refer below snapshot:

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This is very cool feature of this dashboard which provides interactivity.

Section2:

This section covers information related to Yearly analysis on target achieved or not. We can use the drop down list to select the year for which the performance will get updated.

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Section3:

This section covers Industries revenue share in percentage using pie chart. We can use the drop down list to select the year for which the performance will get updated dynamically.

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Section 4:

This section covers Product revenue in ($’000) for est. rev & act rev. We can use the drop down list to select the year for which the performance will get updated dynamically.

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The following chart shows trend analysis of Revenue in ($’000) for estimated revenue & actual revenue shown using column & line charts for all the years.

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Section 6:

The following chart shows trend analysis of Industries estimated revenue & actual revenue shown using column & line charts for all the years.

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The green balls represent actual revenue is higher than estimated revenue while red ball shows the actual revenue is lower than the estimated revenue.

Using this dashboard you can get a clear view of the financial industry and we can get the information from various point of view.

 
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Comments

  8. Paul

    What a great dashboard. I too would love a download link to this to study it in more detail. Great job, it inspires me to learn more about Excel

    Reply ↓

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