Financial KPIs Dashboard

What's inside

Our free Financial KPI Dashboard Template is designed for FP&A professionals seeking a robust, user-friendly platform that delivers immediate and strategic financial insights.

This template includes the following bottom-line margin details:

Profitability trends

Quick Ratio
DSO (Daily Sales Outstanding)
Customer Acquisition Costs (CAC)

Model components

Revenue
Financial metrics
OpEx analysis
Drivers

How-to

How to use the template

This template is built to give you a starting point for creating dashboards and advanced visualizations within a spreadsheet environment. The template contains visuals tied to data tables at the bottom of each page.

To use the model:

Review each tab to evaluate the relevance of each visualization for you.
Change the accounts, departments, products, markets, etc to match your specific business where appropriate.
Copy data into the template into the proper tables. Feel free to create a historical data tab to keep all of the prior periods as well.
Validate the visuals appropriately reflect your data.

Use with Cube

For those already using Cube software, you’ll find integration is a breeze. In just two quick minutes, you can sync this template with your existing setup and start leveraging its full potential.

Here’s how to get started.

Open the template in Excel or Sheets.
Customize the row and column headers to match your Cube's dimensions and filters.
Select the range where you want to fetch your data.
Fetch your data.

Cube connects to the given spreadsheet and the structure of your tables and can populate the values for you each month, and also will activate the use of the dropdowns.

All About KPIs

For any business, the best KPIs help companies determine what they're doing well and where they need to improve.

KPIs are metrics that provide insights into a business's underlying financial and operational strength. They can be based on any data important to a company, such as sales per square foot of retail space, click-through rate for web ads, or accounts closed per salesperson.

Many KPIs are financial ratios that highlight important relationships in data, such as the ratio of profit to revenue or the ratio of current assets to current liabilities.

A single KPI measurement can provide a useful snapshot of the business's health at a specific time.

KPIs are even more powerful when they're used to analyze trends over time to measure progress against targets or compare the business with similar companies.

A KPI is even more valuable when you place it in context with other meaningful KPIs.

Best practices