Finance Forecasting Excel Dashboard – P and L Statement

Overview: Finance Forecasting Excel Dashboard – P and L statement

Meet your new control room. A modern, dark-mode Finance Forecasting Excel Dashboard that helps you see the numbers that matter most. Click, filter, decide—it’s fast, structured, and built for financial clarity. This dashboard is designed to give executives, analysts, and finance teams an instant view of profit and loss, contracts, invoice amount, and expenses while keeping the structured dataset clean and reliable.

What you’ll get

• Quick comparisons of plan vs. reality.
• Clear breakdowns of spending—where it comes from and why.
• Tracking for contracts, invoices, and cash movement.
• Trends that reveal the full profit and loss story.
• A tidy dataset designed for fast analysis and pivot-table use.

Filters & controls

Choose a year, sector, or location with slicers. Each filter instantly updates charts, KPI cards, and GAP analysis. A small timestamp shows the last refresh—perfect for meetings and real-time check-ins.

KPI Layer

• KPI card for Value Amount: the pulse of the portfolio.
• Doughnut gauge for Contracts Amount: progress toward plan.
• Horizontal stacked bar chart for Invoices Amount: track billing progress.
• KPI card for GAP (variance): instantly shows variance vs target.
• Mini widgets for liberal amount and Available Amount: quick signals with zero clutter.

Breakdowns & Analysis

Clustered column charts compare Target vs Actual for domains, sectors, and locations, while GAP badges flag variance. A compact yearly snapshot provides context before drilling into monthly profit and loss. Expenses Target vs Actual are tracked with a dual-line chart, showing overspending or savings at a glance.

Time-Series & Trends

Monthly profit and loss columns highlight seasonality, spikes, and dips. Expenses dual-line trends show margin protection or overspending moments. Together, these charts turn history into foresight.

Data Model & Calculations

Everything runs in a Spreadsheet that’s easy to edit and audit. Data includes transactions by sector, domain, location, and type. Totals roll up automatically, GAP = Actual – Target, and contributions reveal who moves the needle. Excel forecast and forecasting in excel workflows are supported, with tables ready in excel format for expense reports.

UX & Design

Consistent legends, calm colors, and a clean dark mode keep insights sharp in presentations. Every chart has a role—this is about useful charts, not clutter.

How teams use it

• Executives: scan KPIs, check GAP, drill into domains.
• Ops & Cost Control: monitor dual-line spend vs target.
• Billing & Cash Flow: align contracts with invoice amount progress.

From Insight to Action

Identify variance, prioritize fixes, reallocate budgets. Insights flow directly into a progress action fund that moves results instead of just reporting them.

Chart Inventory

• KPI cards for Value, GAP, and Available Amount
• Doughnut gauges for Contracts and Liberation Amount
• 100% stacked bar chart for Invoices
• Clustered columns for Expenses by Domain, Location, and P&L
• Compact yearly expenses snapshot
• Dual line chart for Target vs Actual
• Slicers for Year, Sector, Location

Related Finance Dashboards

• Personal Finance Excel Dashboard - Excel Mobile Version
• Personal Finance Tracker Dashboard – Advanced Excel Tool

Video Tutorial — Build This Finance Forecasting Excel Dashboard

Watch the full Finance Status & Forecasting Excel Dashboard tutorial on our Other Levels YouTube Channel