KPI Dashboard
Corporate Finance Excel Template (Free Download)
Track ten board-level KPIs across 24 months, review month-on-month and year-on-year changes, compare current and prior YTD results, and use one summary page to guide board and operating reviews.
professionals from Deloitte
Used by professionals from
About this dashboard
The Board Reporting Pack brings ten board-level KPIs into one consistent view across a 24-month horizon. It covers revenue, gross profit, EBITDA, operating cash flow, active customers, new customers, churned customers, ARPU, CAC, and headcount, giving finance and leadership teams a shared set of summary metrics for each reporting period.
The dashboard highlights the latest month, month-on-month percentage change, year-on-year percentage change, current YTD total, prior YTD total, and YTD growth for every KPI. A status row gives each metric an On track, Watch, or Off track label based on the growth thresholds set for the review, making movements easier to identify and discuss.
Use the pack for monthly board reporting, operating cadence reviews, or investor updates. Start with the one-page summary, identify the KPIs that need attention, and then review the underlying monthly figures to understand recent changes and year-over-year context.
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 KPI Dashboard
- 24-month KPI view across ten board metrics
- Latest month and month-on-month percentage change
- Year-on-year percentage change for current months
- Current and prior YTD totals
- YTD growth percentage by KPI
- On track, Watch, or Off track status labels
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
Which KPIs are included?+
The dashboard tracks revenue, gross profit, EBITDA, operating cash flow, active customers, new customers, churned customers, ARPU, CAC, and headcount across the full reporting horizon.
What summary metrics does the dashboard show?+
Each KPI includes its latest month, latest month-on-month percentage change, latest year-on-year percentage change, current YTD total, prior YTD total, YTD growth percentage, and a status label.
Why does the dashboard use 24 months?+
The 24-month view provides twelve prior months and twelve current months, allowing the dashboard to compare each current month with the corresponding month in the prior year.
What are the status labels used for?+
On track, Watch, and Off track labels help teams identify KPIs that merit attention during a review. The labels are based on the green and amber growth thresholds set for the dashboard.
Who can use this reporting pack?+
CFOs, FP&A teams, CEOs, and founders can use it for monthly board packs, operating cadence reviews, and investor updates where a concise KPI summary is the starting point for discussion.
Have more financial modelling questions? Contact us
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