Income Statement Dashboard
Corporate Finance Excel Template (Free Download)
See five-year revenue, gross profit, EBITDA, net income, margins, revenue per FTE, revenue mix, and the revenue-to-net-income bridge together clearly in one income statement dashboard.
professionals from Deloitte
Used by professionals from
About this dashboard
The Income Statement Dashboard brings the model's five-year earnings forecast into a compact view for review. It headlines revenue, revenue CAGR, gross profit, EBITDA, net income, and the related gross, EBITDA, operating, and net margins. The summary keeps the major profitability measures together across every forecast year.
Use the dashboard to see revenue per FTE and how product, services, and support and maintenance contribute to total revenue. The revenue mix helps separate the business streams behind the top line and gives context for changes in growth and blended margin over the forecast period.
A revenue-to-net-income bridge connects the operating forecast to the final earnings result, while the underlying model carries cost of sales, headcount-driven expenses, depreciation and amortisation, debt interest, and tax. Together, these outputs support budget reviews, five-year forecasting, and pricing, hiring, or financing scenario analysis without rebuilding the statement.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Income Statement Dashboard
- Revenue and revenue CAGR
- Gross profit and gross margin
- EBITDA and EBITDA margin
- Net income and net margin
- Revenue per FTE
- Revenue mix and earnings bridge
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does the Income Statement Dashboard show?+
It shows five-year revenue, revenue CAGR, gross profit, EBITDA, net income, their key margins, revenue per FTE, revenue mix, and a revenue-to-net-income bridge. These metrics summarise the linked income statement forecast in one place.
How is revenue presented on the dashboard?+
Revenue is shown as a headline metric alongside revenue CAGR, revenue per FTE, and a mix block covering product sales, services, and support and maintenance. This keeps total growth connected to the streams that produce it.
Which profitability metrics are included?+
The dashboard includes gross profit and gross margin, EBITDA and EBITDA margin, and net income and net margin. The revenue-to-net-income bridge gives a direct view of how the forecast moves from sales to earnings.
What does revenue per FTE measure here?+
Revenue per FTE relates total revenue to the headcount schedule in the model. It gives a simple productivity view alongside the revenue and margin outputs, with salaries and benefits built from FTEs and fully loaded cost per FTE.
Can I use this dashboard for forecasting?+
Yes. It summarises the five-year income statement forecast and updates with the model's revenue, cost, headcount, debt, and tax assumptions, making it suitable for annual budgets, forecasts, and pricing, hiring, or financing scenarios.
Have more financial modelling questions? Contact us
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