Finance Dashboard Lab in Excel: From Trial Balance to Exec KPIs
Instructor: Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Creating a financial dashboard in Excel from a trial balance involves several key steps, from data preparation to calculating and visualizing executive-level key performance indicators (KPIs). A well-structured dashboard allows leaders to quickly assess financial health, track performance, and make informed decisions without wading through detailed reports.
This webinar will show you how to make a dashboard from your financial data.
Area Covered in Session:
- Prepare the data
- Ensure the trial balance is balanced
- Categorize accounts
- Create a PivotTable for the Income Statement:
- Create a PivotTable for the Balance Sheet:
- Calculate executive-level KPIs
- Gross Profit Margin: $=(Gross~Profit) / (Total~Revenue)
- Operating Profit Margin: $=(Operating~Income) / (Total~Revenue)
- Net Profit Margin: $=(Net~Income) / (Total~Revenue)
- Liquidity KPIs:
- Current Ratio: $=(Current~Assets) / (Current~Liabilities)
- Quick Ratio: $=(Current~Assets - Inventory) / (Current~Liabilities)
- Efficiency KPIs:
- Days Sales Outstanding (DSO): $=(Accounts~Receivable / Total~Revenue) * Number~of~Days
- Inventory Turnover Ratio: $=(Cost~of~Goods~Sold) / (Average~Inventory)
- Create a PivotTable for the Income Statement:
- Create a PivotTable for the Balance Sheet:
- Design and build the dashboard
- Charts
- Slicers
- Timelines
- Conditional Formatting
- Form Controls
- KPI’s
Who Will Benefit:
- Business Owners
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody who uses Excel on a regular basis, and want to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Office workers
- Finance Professionals
His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects.