Monthly Financial KPI Dashboard – Excel Template

Track the key monthly finance ratios (gross and net margin, expense ratio, current ratio, debtor days) with a trend chart.

• Automatic summary: Revenue year-to-date, Net profit year-to-date, Net margin year-to-date, Latest current ratio
• Calculated for you: Net profit, Gross margin, Net margin, Expense ratio, Current ratio, Debtor days
• Colour-coded status and progress highlights
• Built-in chart that updates as you type
• Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.