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This template is designed with three beautiful dynamic dashboards in one easy-to-use workbook. With this template, you can quickly understand the financial health of your business and make better decisions.
Key Features:
✓ Dynamic charts and graphs to easily visualize your finances
✓ Refresh all dashboards with just a click of a button
✓ Date range options that support multiple periods (month/quarter/year)
✓ Visualize income and expense trends over time
✓ Income and expense breakdowns by category and subcategory
✓ Balance Sheet and Income Statement reports automatically generated for each period
✓ One tab for all transaction data
You will get:
- Financial Summary Dashboard
- Income Detail Dashboard
- Expense Detail Dashboard
- Balance Sheet Report
- Income Statement
The template comes with a “How to Use” guide that explains how to update the workbook and the features available. Reference notes are also embedded throughout the workbook for user convenience.
Note:
- The contents of this product are for informational purposes only and are not intended as financial, legal, or accounting advice. The seller is not responsible for any loss or damage arising from the use of this template.
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