Sales and Profitability Dashboard Excel Template

Description

Sales and Profitability Dashboard is an Excel Template that will help you to visualize revenue and profitability indicators in one place and communicate the most important information to your team in a comprehensive and eye-catching way. The sales picture provides an at-a-glance window into the organization’s performance so you can take effective actions to achieve the targets. The profitability picture provides how much of every sales dollar the company is able to keep for-profit after paying all costs. This is the most commonly referenced measure of profitability.

Sales and Profitability dashboard template Excel helps to enhance the analytical efforts related to major financial aspects of your organization. Major KPIs and metrics covered in sales and profitability dashboard are:

Total Revenue: year-to-date total revenue in comparison with budget and last year, monthly actual revenue achievement vs budget and year-over-year growth
Revenue detail: the actual achievement of revenue in each month against budget and year-over-year growth
Total Profit: year-to-date profit in comparison with budget and last year, monthly actual profit achievement vs budget and year-over-year growth
Profit detail: the actual achievement of profit in each month against budget and year-over-year growth
Product volume, revenue, and profitability: detail of actual, budget, year-over-year growth of line item of each product
Key Features of Dashboard Template:

Provides key financial insights for the CFO and finance team with details of product revenue, volume and profitability
Fully editable, easy to use, template with sample data
Eye-catching design and customizable
Change the sample data with your data
Spreadsheets ready for printing without costigos hubs logo
Consolidate key financial performance indicators in one dashboard
No monthly fees
Immediate download
No VBA, no Macro
No installation necessary
Professionally designed
What is included in this dashboard template?

Just plug your data, the dashboard will be ready instantly and start using.
A text file which contains a password to view and edit the formula
A guide to unlocking all the elements in the dashboard
Professional Support:

Video tutorial guide on how to navigate and use Sales and Profitability Dashboard Template
Professional service to customize dashboard template in excel as per business need
Help and support in post-purchase
Payment secured by Stripe and PayPal (no PayPal account needed)
A brief guide to using the dashboard template:

Open the dashboard template
Go to ‘Indicators’ menu – choose the start month of the fiscal year (i.e. Jan, Feb, Jul, etc.)
Go to the ‘Enter Data’ menu – remove the sample data and give your actual data in the respective cells. Formula cells are locked, and you cannot edit it without a password.
Go to the ‘Monthly Dashboard’ menu – select the month name from the drop-down to see the monthly picture of performance indicators
Go to ‘YTD Dashboard’ menu – select month name from the drop-down to see the year-to-date picture of performance indicators
Each page is ready for printing – just press CTRL+P