Financial Performance PowerPoint Dashboard - KPI Metrics

Quick Overview

You’ll notice the dashboard is divided into clear sections. Each one focuses on the story behind the numbers, not just the numbers themselves. You’ve got:

• KPI cards for key performance indicators metrics
• A trend line graph for performance over time
• A donut chart for shareholders breakdown
• Clean blocks for company info

Header & Identity

Title and Date

The top bar keeps things simple. A clear title, today’s date, and you’re ready for the boardroom. No fiddling with updates before each meeting.

User Profile

Right next to it, you’ll see the profile card. It adds a face and role, which makes the deck feel personal and owned. A small detail, but it changes how people connect with the slide.

Company Panel

On the side, there’s a section for company info. Think of it as your brand stamp—portfolio context, website link, or even a tagline if you like.

Overall Portfolio — KPI Cards

Now let’s talk about the heart of it. The KPI row gives you the big picture fast. These are your key performance indicators templates, and they’re flexible enough to cover anything from finance to e commerce key performance indicators.

What’s Tracked

• Current Balance
• Total Gain
• Investments
• Total loss

Each card has visual cues—green when things are up, red when things drop. No overthinking. Just instant clarity.

Overall Statistics — Spotting the Story

In practice, you don’t just care about one number. You want to see movement. That’s where the trend line comes in. It tells you the story across months, with highs, lows, and that one big spike you’ll probably point out in the meeting.

There’s even a YTD callout off to the side, so you always know how the year’s stacking up.

Chart type used: trend line graph.

Shareholder & Market View

Shareholder Distribution

Here’s a part people always look at—the shareholders split. It’s shown with a donut chart. Clean, round, and easy to read. Promoters, partners, whoever—you’ll know the balance right away.

Market Quick Stats

Just below, you’ll see mini-cards with things like % change, market cap, and PE ratio. They’re the “headline facts” that give context without drowning you in details.

Navigation & Filters

You’ll notice the left-hand rail. That’s your time selector. Flip through years with one click, and everything updates instantly. It feels smooth, like browsing slides, but it’s actually Excel slicers under the hood.

Design & Presentation

The dashboard leans into dark mode. That means softer contrast, neon highlights, and better focus on charts. It’s especially handy in boardrooms or at the Center for Visual and Performing Arts where lighting might vary—you still get crisp visuals on big screens.

Since it’s a PowerPoint Dashboard, you can duplicate slides, swap out data, and build a whole series of decks without touching the core design.

Chart Types Used

• KPI Cards / Scorecards for key performance indicators metrics
• Trend line graph for ongoing performance
• Donut chart for shareholders overview

Behind the Scenes

Data Structure

It all runs off structured Excel tables. One for KPIs, one for the trend line, one for shareholders. Nothing complicated. Just clean tables you can refresh or replace.

Filters

Year slicer, category options, and easy hooks for expanding if you need more layers later.

When to Use It

Think investor updates, executive briefings, or quarterly reviews. Anywhere you need to show financial performance in a story-driven way. If you run an online store, plug in your e commerce key performance indicators. If you’re in corporate finance, lean on the balance and gains. The flexibility’s built in.

FAQ

What is a trend line?

Good question. A trend line is simply a line that shows direction. Up, down, or flat—it gives you the sense of momentum without needing every detail. This template answers the “what is a trend line” question by showing it in action.

What’s Included

• PowerPoint slide with all dashboard visuals
• Excel workbook with tables, named ranges, and slicers
• Quick start notes so you can plug in your own numbers

Step-by-Step Video Tutorial

Watch the full tutorial on our Other Levels YouTube Channel