Financial Statistics Dashboard Systems | Tutorial 1

Practice First: Financial Statistics Dashboards System Excel Dashboard Dataset

The main purpose of this blog is to give you the dataset to practice building the Financial Statistics Dashboards System as an Excel Dashboard. Use this practice Spreadsheet Template to follow the steps below, then customize charts and KPIs for your business.

How this fits your Dashboard Templates workflow

This approach scales across professional Dashboard Templates: adapt it into a Google sheets dashboard or a Power BI Dashboard, and present highlights in a PowerPoint Dashboard using your existing Power Point templates.

Why This Template Works

Great Microsoft Excel template for managing and analyzing financial performance—ready to use. All values, names, numbers, charts, and elements are editable directly in Excel with no VBA required.

Unique Features

• Video Tutorial (click here)
• Analysis for +47 types of data
• Notes and comments to help you use and update
• Hyperlink buttons • Wide Screen – Full HD
• Preview images included • Free Font & Icons
• Easy to customize; all objects and database are fully editable

Dashboard Contents & Analysis

1) Income Sources Dashboard

• Dynamic web chart detailing all income sources with top source highlight
• Doughnut chart showing % achieved vs target
• Total income and target with monthly income line chart
• Counts and % of income-source items; average monthly income
• Two marketing strategy comparisons; all controlled by yearly slicer

2) Profits by Countries Dashboard

• Creative dynamic map chart with most profitable country highlighted
• Tax details and doughnut % achieved; fully controlled by yearly slicer

3) Sales Process Status Dashboard

• Pipeline diagram of sales stages with counts per stage and most-used stage highlight
• Doughnut of total sales vs target; refunded orders % chart
• Sales by points of sale; orders by points of sale (bar charts)

4) Projects Workflow Report

Several core KPIs in a clean layout, updated directly from the data table.

Package Includes

• Excel – XLSX format (1.2 MB)
• Instruction File • Help & Contents File
• Dark Theme
• Four Database tables (one sheet)
• Pivot tables and formulas (one sheet)
• Four Dashboards (four sheets)

Watch the Tutorial

Watch the full Financial Statistics Dashboards System tutorial on our Other Levels YouTube Channel

Download the Dataset

Download Free Dataset