{"product_id":"financial-performance-html-dashboard","title":"Financial Performance Dashboard – Interactive HTML + Excel Template","description":"\u003ch3\u003eOverview\u003c\/h3\u003e\u003cp\u003eA ready-to-use Financial Performance dashboard that runs directly in your web browser. Open one HTML file, load your own data from the included Excel workbook, and get an interactive view of your budget lines: totals, stages, statuses and row-level detail.\u003c\/p\u003e\u003cp\u003eThere is nothing to install and no account to create. It runs locally on your own computer, and your workbook is read on your machine rather than uploaded anywhere. No Power BI, no subscription and no server are required.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload the ZIP and extract it to a folder on your computer.\u003c\/li\u003e\n\u003cli\u003eOpen the included Excel file, Financial-Performance-Data.xlsx.\u003c\/li\u003e\n\u003cli\u003eReplace the sample rows with your own, keeping the column headings in row 1. Save the file.\u003c\/li\u003e\n\u003cli\u003eOpen Dashboard.html in your browser and click Load \/ Update Excel at the top of the page.\u003c\/li\u003e\n\u003cli\u003eChoose your saved workbook. The KPIs, charts, filters and tables rebuild around your data straight away.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cp\u003eWhenever your data changes, edit the workbook, save it, and import it again. The dashboard reads your file at the moment you import it; refreshing the page does not re-read it from disk, because a browser cannot open a file on your computer without you choosing it. Most browsers remember your last import, so your data is still there when you reopen the dashboard.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard.html\u003c\/strong\u003e - the complete dashboard in a single self-contained file.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFinancial-Performance-Data.xlsx\u003c\/strong\u003e - a formatted Excel workbook with sample data, a status dropdown and an Instructions tab.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSTART-HERE.txt\u003c\/strong\u003e - setup, spreadsheet rules and troubleshooting in plain English.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLICENCE.txt\u003c\/strong\u003e - the licence terms for using the template.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eKey features\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eKPI summary: total amount, number of budget lines, the highest single value and the count of unique account code.\u003c\/li\u003e\n\u003cli\u003eA “Budget in Progress” view showing each stage with counts, value and share of the total.\u003c\/li\u003e\n\u003cli\u003eAn All Budget Lines view plus a separate view for every status in your data.\u003c\/li\u003e\n\u003cli\u003eCharts for Budget Lines by status, Amount by status, Budget Lines by Year, Amount by Cost Type, top Budget Lines, top Account Codes and size bands.\u003c\/li\u003e\n\u003cli\u003eNote analysis that groups your comments into operational themes using built-in keyword rules.\u003c\/li\u003e\n\u003cli\u003eFilters for Year and Cost Type, a search box, and click-through filtering from the charts.\u003c\/li\u003e\n\u003cli\u003eSortable, paginated table with a detail panel for each row, including its Excel row number.\u003c\/li\u003e\n\u003cli\u003eCSV export of the visible table, plus print or save to PDF.\u003c\/li\u003e\n\u003cli\u003eA currency label setting, so amounts read in your own currency.\u003c\/li\u003e\n\u003cli\u003eClear reporting of any cell it cannot read, naming the exact cell rather than guessing a number.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eYour spreadsheet columns\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eYear\u003c\/strong\u003e - the year the row belongs to\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCost Type\u003c\/strong\u003e - your own grouping, for example CAPEX, OPEX, Payroll\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccount Code\u003c\/strong\u003e - your own reference for the row\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLine Item\u003c\/strong\u003e - what the row is\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAmount\u003c\/strong\u003e - a number. Leave it empty if it is not known - empty is never counted as zero\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStatus\u003c\/strong\u003e - one of the statuses below, or your own\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNotes\u003c\/strong\u003e - free text, optional\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDepartment\u003c\/strong\u003e - optional\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eCapital letters and column order do not matter. Notes and Department are optional. Extra columns are ignored.\u003c\/p\u003e\u003ch3\u003eStatuses it understands\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eDraft Budget\u003c\/li\u003e\n\u003cli\u003eUnder Review\u003c\/li\u003e\n\u003cli\u003ePending Approval\u003c\/li\u003e\n\u003cli\u003eCommitted\u003c\/li\u003e\n\u003cli\u003eApproved\u003c\/li\u003e\n\u003cli\u003eSpent\u003c\/li\u003e\n\u003cli\u003eReallocated\u003c\/li\u003e\n\u003cli\u003eCancelled\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYou can type any other status. Those rows are not lost: they appear under “Other \/ New Status” and the dashboard tells you about them.\u003c\/p\u003e\u003ch3\u003eRequirements and compatibility\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eThis is a digital download. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eYou need Microsoft Excel, or another spreadsheet application that can save a standard .xlsx file, to edit the supplied data.\u003c\/li\u003e\n\u003cli\u003eViewed in a current desktop browser: Chrome, Edge, Firefox, or Safari 16.4 or newer.\u003c\/li\u003e\n\u003cli\u003eDesigned for desktop and laptop screens. It will open on a tablet or phone, but it is built for larger displays.\u003c\/li\u003e\n\u003cli\u003eNo Power BI licence, subscription, hosted server or internet connection is required for normal use.\u003c\/li\u003e\n\u003cli\u003eYour data is updated by importing the workbook yourself. The dashboard does not sync automatically with a file on disk.\u003c\/li\u003e\n\u003cli\u003eFormulas are supported through the result Excel saves in the file. The dashboard reads that saved result and does not recalculate your spreadsheet, so press F9 and save in Excel before importing if you use formulas.\u003c\/li\u003e\n\u003cli\u003eNote themes are grouped using a fixed list of English keywords. This is not AI, and notes in other languages fall into the Other group.\u003c\/li\u003e\n\u003cli\u003eTested with workbooks of up to 20,000 rows.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Other Levels","offers":[{"title":"Default Title","offer_id":49376440549515,"sku":"OL-HTML-FINANCIALPERFORMANCE","price":33.0,"currency_code":"USD","in_stock":true}],"url":"https:\/\/other-levels.com\/products\/financial-performance-html-dashboard","provider":"Other Levels","version":"1.0","type":"link"}