Practice First: Financial Statistics Dashboards System Excel Dashboard Dataset

The purpose of this guide is to provide a practice dataset for building the Financial Statistics Dashboards System as a professional Excel Dashboard. Use this spreadsheet dataset to follow the steps and recreate the dashboards while learning how financial KPIs, charts, and indicators are structured.

This dataset allows you to experiment with dashboard layouts, modify charts, and customize key performance indicators based on your own business scenarios.


How This Dataset Fits Your Dashboard Workflow

The structure of this dataset can easily be adapted to different analytics tools. After building the dashboard in Excel, the same dataset can be reused for business reporting, data visualization, or presentation dashboards.


Why This Template Works

This Microsoft Excel template is designed for analyzing financial performance using a clear and structured dataset. All values, labels, charts, and dashboard elements are fully editable directly in Excel without requiring VBA or advanced scripting.


Key Features

  • Analysis across more than 47 financial data categories
  • Notes and guidance included for easier dashboard building
  • Hyperlink navigation buttons
  • Optimized layout for widescreen and Full HD displays
  • Preview images included for reference
  • Free fonts and icons included
  • Fully editable objects and data tables

Dashboard Contents & Analysis

Income Sources Dashboard

  • Dynamic chart displaying all income sources with top source highlight
  • Doughnut chart showing achieved percentage vs target
  • Total income and target indicators with monthly income trend chart
  • Counts and percentages of income categories
  • Average monthly income analysis

Profits by Countries Dashboard

  • Interactive geographic map highlighting the most profitable country
  • Tax analysis and performance indicators
  • Doughnut chart showing target achievement percentage

Sales Process Status Dashboard

  • Sales pipeline visualization showing each stage of the sales process
  • Total sales vs target indicators
  • Refunded orders percentage analysis
  • Sales performance by point of sale
  • Order distribution by sales channel

Projects Workflow Report

Key performance indicators presented in a structured dashboard layout, automatically updated from the dataset tables.


Package Includes

  • Excel file (.XLSX) – 1.2 MB
  • Instruction file
  • Help and contents documentation
  • Dark theme dashboard design
  • Four database tables (single sheet)
  • Pivot tables and formulas (single sheet)
  • Four dashboard sheets

Watch the Tutorial


Download the Dataset

Download Free Dataset

8 comments

    • subasini k
    • November 6, 2024 at 12:32 pm

    i need report for excel in financial statistics analysis

    • Antonio Viana
    • November 6, 2024 at 12:32 pm

    table pivot

    • roselyn
    • November 6, 2024 at 12:32 pm

    Bonjour, si je recréer les template en suivant les vidéo ai-je le droits de les utiliser et de les proposer à mes clients ?

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