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Finance KPI Dashboard Excel Template

4.8 (5 reviews)

Excel spreadsheet for finance KPIs. Most common metrics for finance & accounting departments. Printable dashboard with trend charts. Ready for use.

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Specifically, a Finance KPI Dashboard Excel Template involves Financial Key Performance Metrics that help determine the condition and sustainability of your current financial model. So, let’s take KPI review as a health checkup for your business. To emphasize, if you regularly review your KPIs, then you will be able to spot potential problems before they become serious and take action.

On the other hand, with a financial dashboard in Excel, you will be able to see the strong parts of your business which gives you insight into the right moves.

Generally, all KPIs serve to keep a business fine-tuned for financial success. So, for the Finance department, we can say that it becomes even more crucial to track Key Performance Indicators on a regular basis and to assess your business’s financial health.

How To Create The Most Effective KPI Dashboard For Finance Department?

While creating a Finance KPI Dashboard the most important thing is to pick up the right performance metrics. Thus, we’re offering you a Ready-to-Use Excel Template which consists of:

  • Key Financial Performance Indicators
  • Trend Charts
  • Previous Year and Target Comparisons
  • Monthly and Cumulative Analysis

What Are The Right Financial KPIs?

In summary, we’ve collected the most commonly used KPIs in this Finance KPI Dashboard Excel Template:

  1. Gross Profit
  2. Gross Profit Margin
  3. Operating Expense Ratio
  4. Net Profit Margin
  5. EBIT and EBIT margin
  6. Accounts Payable Turnover Ratio
  7. Current Ratio
  8. Accounts Receivable Turnover
  9. Accounts Receivable Turnover Ratio

In addition to this, you can add more KPIs if you prefer. Afterward, you input relevant values and analyze the results in a nicely designed dashboard that is supported with charts. Moreover, it shows monthly and cumulative results separately. Moreover, you will be able to see the comparison with last year’s figures and company targets.

Finally, thanks to this Finance KPI Dashboard, you will easily follow your critical performance metrics, make comparisons and stay on track!

Finance KPI Dashboard Excel Template Features Summary:

  • Both monthly and cumulative analysis
  • Comparison with Past Year and Target values
  • Summary financial dashboard in Excel as well as interactive charts
  • Easy to use and nice design to be used in presentations
  • Plus, clear on-sheet instructions
  • Compatible with Excel 2007 and later versions
  • Works both on Windows and Mac
  • No installation needed. So, ready to use
  • Additionally, full print ready
  • White Label
  • Does not include any VBA macros

Finance KPI Dashboard is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.


Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.



5 reviews for Finance KPI Dashboard Excel Template

  1. Lizzie

    This template is absolutely awesome it is complete and perfect for managers. however i should have derailed the support service what should I do in this case?

    • Someka

      Hello Lizzie,

      Thank you for your nice comment.
      Someka customer service is always here to help. We will be happy to help you.
      Whether you have questions about our excel templates, payments, or any issues, please feel free to contact us via the Contact Form or send an email to
      Alternatively, you can try our live chat service on our website.
      Generally, we will reply in 1 business day max.

  2. Hugo

    Great product I recommend it. watch the video tutorial is very useful.

  3. LarryTulse

    Hi! This is my first comment here so I just wanted to give a quick shout out and tell you I really enjoy reading your posts. Thank you so much!

  4. FrankDelof

    Very nice article, totally what I needed.

  5. Valeria Brown

    Well-structured but realized that the price unit is available in USD. can this be converted to CAD in the version I have right now?

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