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Financial Dashboard Spreadsheet Template

Visualizes key financial metrics and KPIs in charts and tables for quick performance review.

Financial Dashboard
This dashboard provides a summarized view of key financial metrics to monitor performance and trends over time.

Report Period:	{reportPeriod}
Generated By:	{generatedBy}

Revenue Overview
Product	Revenue
{#revenues.product}	{#revenues.revenue}

Total Revenue	=SUM(revenues[Revenue])

Expense Breakdown
Category	Amount
{#expenses.category}	{#expenses.amount}

Total Expenses	=SUM(expenses[Amount])

Net Profit	=SUM(revenues[Revenue]) - SUM(expenses[Amount])

Key Financial Ratios
Metric	Value
Gross Margin (%)	={SUM(revenues[Revenue]) - SUM(expenses[Amount])} / SUM(revenues[Revenue])
Profit Margin (%)	=SUM(revenues[Revenue]) > 0 ? (SUM(revenues[Revenue]) - SUM(expenses[Amount])) / SUM(revenues[Revenue]) : 0

Summary Chart Placeholder: Insert chart based on revenues and expenses here

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Financial Dashboard template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Financial Dashboard Using Forms

collect monthly expense data via form to generate financial dashboard

create financial KPI report from submitted department budget form

generate team performance financial summary from web-based input form

build financial dashboard from form submission of revenue and cost data

automatically create finance reports from employee expense reimbursement forms

Generate Financial Dashboard Using APIs

generate financial dashboard via API from accounting system

create monthly KPI spreadsheet from CRM data using API integration

auto-generate revenue performance dashboard from ERP data using API

trigger financial dashboard creation from custom finance app via API

build financial excel report from transaction records using API

Integrations / Automations

automatically generate financial dashboard from Google Sheets using Zapier

create visual finance KPI report using Make and Xero integration

build financial summary spreadsheet from QuickBooks data with Zapier

auto-generate finance dashboard from Stripe transaction data using workflow tools

connect HubSpot to generate revenue dashboard in Excel via automation

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