Ratios & KPIs Excel Template
Free Excel Financial Model Download
Operating and financial ratio dashboard derived from the statements.
Other examples (12 models)
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About this ratios and KPI schedule
A ratios and KPI schedule converts financial statement outputs into operating, profitability, liquidity, leverage, efficiency, and growth metrics. It gives reviewers a quick way to understand performance without digging through every worksheet.
Use this free Excel ratios and KPI schedule preview to compare dashboard metrics, financial ratios, operating KPIs, and summary table formats. It is useful for management reporting, credit analysis, investor updates, and models where decisions depend on clear metric tracking.
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.
Frequently asked
What does the Ratios & KPIs schedule do?+
A ratios and KPI schedule converts financial statement outputs into operating, profitability, liquidity, leverage, efficiency, and growth metrics. It gives reviewers a quick way to understand performance without digging through every worksheet.
When should I use a Ratios & KPIs schedule?+
Use this free Excel ratios and KPI schedule preview to compare dashboard metrics, financial ratios, operating KPIs, and summary table formats. It is useful for management reporting, credit analysis, investor updates, and models where decisions depend on clear metric tracking.
What is included on this Ratios & KPIs schedule page?+
The page includes a live Excel preview, source model examples, sheet-name variants, and related schedules for the ratios & kpis workflow.
Can I download the workbook behind this Ratios & KPIs example?+
Yes. Use the download button or open one of the linked source models to download the full Excel workbook that contains this schedule.
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