Financial overview template

Includes sample charts. Calculate yearly depreciation for multiple assets using the straight-line or declining balance methods. A billing statement can be used as an invoice as well as an accounts receivable ledger. This works well as a customer account statement.

It can also be used to bill a customer. It provides sale of each product made on 5 different sales channels. It further bifurcates the profits made on each product on each sales channel.

We have created a simple and easy Project Budget Excel template with predefined formulas. Enter details of tasks and their pertaining costs and it will automatically derive the estimates for you. Furthermore, it also helps you compare the estimates with the actual amount of money spent on those tasks and hence lets you know the profitability of the project. We have created a simple and easy Project Budget template with predefined formulas and formats. Use this template to estimate the budget for an allocated or desired web development project.

It also consists of a printable version that is auto-filled according to the entries made in the Budget sheet. You can print this copy and keep it on your table for ready reference. Moreover, you can the time period an investment will require a given final value and the CAGR rate.

In addition to that, the template also compares the data and provides a feasibility report with charts. We have created a simple and easy Event Budget Excel Template with predefined formulas. Just enter your projected and expenses and incomes.

After the commencement of the event enter the actual figures to obtain a comparison report. Future Value Calculator is a ready-to-use excel template that calculates the deflated value and inflation-adjusted future value of an investment for a specific period. Additionally, it calculates the deflated value of an investment over a specific period.

Moreover, it calculates inflation-adjusted return for a single deposit as well as multiple deposits over a specific period. To simplify the process, we have created a simple and easy Compound Interest Calculator Excel Template with predefined formulas.

As you can see in the example above, created with a professional financial business intelligence solution, a modern finance report can have all the relevant information right at your fingertips, offering the ability to visualize as well as analyze key financial data; they assist in uncovering fresh insights, spotting key financial trends, identifying strengths as well as weaknesses, and improving communication throughout the organization.

We will explore even more examples of monthly reports later in the article. We live in a data-driven age, and the ability to use financial insights and metrics to your advantage will set you apart from the pack. The reporting tools to do that exist for that very purpose. Your business needs these reports to help support certain business financial objectives and enable you to provide useful information to investors, decision-makers, and creditors, especially if you work as a financial agency and need to create an interactive client dashboard.

But not only, as it can also support your business in determining:. Daily reports, however, have a limited impact, as most of the financial KPIs that are used need a mid- to long-term monitoring, and do not provide accurate information if analyzed only on a daily basis. This is why we still mention them and provide examples of what can be tracked and analyzed every day, but for a long-term view, you should take a look at our weekly and monthly reports.

Our monthly reports are on top illustrated with beautiful data visualizations that provide a better understanding of the metrics tracked. Equipped with financial analytics software , you can easily produce these daily, weekly, and monthly reports. They will provide your business with the insights it needs to remain profitable, meet objectives, evaluate your decision-making processes, and keep everyone in the value chain on track.

No matter if you're a small business or large enterprise, you need to clearly define your goals and what are you trying to achieve with the report. This can help both internal and external stakeholders who are not familiarized with your company or the financial data. If you're creating an internal report just for the financial department, it would make sense to include financial jargon and data that, otherwise, would create challenges for external parties to follow.

By defining the mission and audience, you will know how to formulate the information that you need to present, and how complex the jargon will be. Create a draft of the most important statements you want to make and don't rush with this step.

Take your time, the numbers, charts, and presentations come later. In this step, you need to identify the key performance indicators that will represent the financial health of your company. Depending on the selected metrics, you will need to present the following:. It includes a net income equal to the revenues and gains minus the expenses and losses. These financial statements will help you get started. Additionally, you might want to consider specific KPIs and their relations.

Gross profit margin, operating profit margin, operating expense ratio, etc. Take your time to identify the ones you want to include in your financial report of a company in order to avoid multiple repeats afterward.

Continuing on our previous point, after specifying the financial statement and metrics you want to add, it's time to include visuals. This point is important since the average reader will struggle to digest raw data, especially if you work with large volumes of information.

The type of chart is important to consider since the visuals will immediately show the relationship, distribution, composition, or comparison of data, therefore, the type of charts will play a significant role in your reporting practice. Here is a visual overview that can help you in identifying which one to choose:. In the overview, we can see that scatter plots and bubble plots will work best in depicting the relationship of the data while the column chart or histogram in the distribution of data.

To learn more about a specific chart and details about each, we suggest you read our guide on the top 15 financial charts. To be able to effectively manage all your finance reports, you will need professional tools. The traditional way of reporting through countless spreadsheets no longer serves its purpose since, with each export, you manage historical data and don't have access to real-time insights.

The power of a modern dashboard builder lays within the opportunity to access insights on the go, in real-time, and with refreshing intervals that you can set based on your needs. Moreover, professional dashboard software comes with built-in templates and interactivity levels that traditional tools cannot recreate or offer in such simplicity but, at the same time, a complexity that will make your reports more informative, digestible, and, ultimately, cost-effective.

To manage financial performance in comparison to a set target, you can also use a modern KPI scorecard. That way, you will not only monitor your performance but see where you stand against your goals and objectives. Automation plays a vital role in today's creation of company financial reports. With traditional reporting, automation within the application is not quite possible, and in those scenarios professionals usually lose a lot of time since each week, month, quarter, or year, the report needs to be created manually.

Automation, on the other hand, enables users to focus on other tasks since the software updates the report automatically and leaves countless hours of free time that can be used for other important tasks. This business budget template provides a mix of detailed spreadsheets and graphical data reports.

You can estimate expenses, track actual expenditures, and view variances, all of which are summarized by month and visually represented in charts. This information allows you to create a comprehensive business financial plan template. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

Watch a free demo. Designed for projects, this template allows you to list costs for each task. Depending on the type of project, you may include hourly services that contract employees provide, equipment costs, or other expenses. Create an estimated budget and then compare actual expenses to help with financial planning on future projects. Use this sales forecast template to create financial projections for individual products on a monthly and annual basis.

You can also track sales performance over time and compare figures from previous years. Color-coded cells make it easy to view data for each month, and the template calculates monthly and annual totals. This budget template lists the many expenses involved in an event, from venue rentals to programming and advertising. It also compiles the data you enter into visual charts so that you can quickly get an idea of your event budget allocation.

Word Smartsheet. Create a financial strategic action plan with this Word template. Once you have created a comprehensive financial plan, use it as a living document, just like you would a business plan.

You should review and update financial templates regularly in order to assess progress, provide accountability and accuracy, and ensure that it continues to meet your needs. This template provides a summary report of financial data with a dashboard view, which makes it easy to compile and quickly review information.

Use the template to measure product performance, view sales data, and chart annual revenues or other financial information. Similar to a budget template, you can track both estimated and actual costs, and make adjustments as needed. Identifying startup expenses can support your business planning process and help ensure that you have adequate financial resources to reach your goals.