Please login here to save this document to a list.
If you don't have an account, you can register for free here.
ALL FEES INCLUDED
|Add to Cart|
BENEFITS OF DOCUMENT
Dashboard Actuals P&L Model generates a dynamic dashboard that can be filtered both by country and by month. The dashboard is based on 2 tables, namely Revenue Table and Expense Table.
The model is intended to be used in a specific calendar year and allows the user to enter actual data for both revenue items and expense items.
So, a quick overview of the model, in the Contents tab you can see the structure of the model, and by clicking on any of the headlines be redirected to the relevant worksheet.
On the Assumptions tab, there is a description of the color-coding of the model. Inputs are always depicted with a yellow fill and blue letters, while calculations are depicted with white fill and black characters. Grey cells are restricted cells and must not be modified.
A color-coding is also applied to the various tabs of the model. Yellow tabs are mostly assumptions tabs, blue tabs are outputs tabs (that is effectively results or graphs) and finally, light blue tabs are admin tabs (for example: the cover page, contents, and checks).
Additionally, in this tab, the user needs to set the VAT percentage, the fiscal year to be used, the sales channels, and the expenses types.
Moving on to the Entries tab: the user can enter the revenues and/or expenses in this tab. The data fields the user needs to fill for the Revenues (yellow cells only) are the invoice number, the invoice date, the customer name, tax id, address, country, phone, product, channels, amount, and if the VAT rate is applied. The user can also use the Copy Prefilled Button to avoid rewriting the same customer data. Once done the user needs to press the arrow to the right to bring this entry to the revenues table, which is subsequently updated, along with the dashboard. Of course, the user can directly enter or modify the revenues entries from the Revenues table. In this case, the user needs to press the Refresh button, to update the dashboard.
Similarly, the data fields the user needs to fill for the Expenses (yellow cells only) are the invoice number, the invoice date, the supplier name, tax id, address, country, phone, expense, expense type, amount, and if the VAT rate is applied. The user can also use the Copy Prefilled Button to avoid rewriting the same customer data. Once done the user needs to press the arrow to the right to bring this entry to the expenses table, which is subsequently updated, along with the dashboard. Of course, the user can directly enter or modify the expenses entries from the Expenses table. In this case, the user needs to press the Refresh button, to update the dashboard.
Once the entries have been entered either through the entries tab or directly through the Revenues and Expenses tables, the user can consult the Dashboard tab.
In the Dashboard tab, the user can select the monthly periods and the specific country desired. If no country is selected, the dashboard will consider all countries available. The user can select single months, or other periods, such as quarters, semesters, or annual periods. The periods can be combined with different countries' combinations.
A series of charts are presented such as a sales per country map, monthly sales, top clients, top products, sales channels, expenses description, expenses split, profit and loss, top suppliers, gross profits and margins as well as net profit and margins per country.
The charts are all dynamic and are automatically adjusted to the period and country selected
Finally, the checks tab is where the most critical checks are aggregated. Whenever you see an error message on any page, you should consult this page to see where the error is coming from.
Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Profit and Loss, Dashboard Design Excel: Dashboard Actuals P&L Model Excel (XLSM) Spreadsheet, Big4WallStreet
ABOUT THE AUTHOR: BIG4WALLSTREET
We help small and midsize businesses' leaders with their strategic problems by creating or improving financial models, implementing tools to drive efficiency, performance, and better decision making.
With over a decade of experience in Financial & Business Modeling / Planning, Performance & Analysis, we have developed strong business understanding across diverse industries (Energy, Shipping, Manufacturing, Retail, Oil & Gas, Infrastructure, Food & Beverages, Agriculture, Healthcare, Telecoms, Real Estate, Construction & Hospitality), as well as strong capabilities across a range of financial modeling solutions.
We are one of the few financial modelers to be certified from both the Corporate Finance Institute (Financial Modeling & Valuation Analyst, Business Intelligence and Data Analyst), and the Financial Modeling Institute (Advanced Financial Modeler, Certified Financial Modeler). We build integrity and trust by providing high-quality tailor-made solutions to our clients.
Furthermore all these models can be tailor made upon your request in order to meet any special requirements for your projects should you not find something that suits you.
Big4WallStreet has published 38 additional documents on Flevy.
This business document is categorized under the function(s): Dashboard
It applies to All Industries
File Size: 2.9 MB
Related Topic(s): Profit and Loss Dashboard Design
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Feb 1, 2023
Most recent version published: Feb 1, 2023
|Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more. To receive this free download, enter your email address below and click the "Email Me" button.|
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."
– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."
– Roderick Cameron, Founding Partner at SGFE Ltd
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.
Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.
In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."
– Omar Hernán Montes Parra, CEO at Quantum SFE
"One of the great discoveries that I have made for my business is the Flevy library of training materials.
As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.
It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."
– Ed Kemmerling, Senior Lean Transformation Expert at PMG
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."
– Michael Evans, Managing Director at Newport LLC
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.
I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.
Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.
Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."
– Roberto Pelliccia, Senior Executive in International Hospitality
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."
– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."
– Moritz Bernhoerster, Global Sourcing Director at Fortune 500
Do You Want to Get Lean?We've assembled 40 Lean Six Sigma guides: Lean Management, Six Sigma, Strategy Planning, Process, and Change Management.
Waste Too Much Time on PowerPoint?Get our FREE PowerPoint Plugin (Flevy Tools) for creating common business diagrams, from Gantt Charts to Harvey Balls.
Do You Run a Consulting Firm?Learn how to level the playing field with global consulting firms, like McKinsey, BCG, Bain, E&Y, and Accenture.
Need Help with PowerPoint or Excel?Have our highly trained staff create the exact documents you need. We offer PowerPoint and Excel document creation services.
FlevyPro (Subscription Service)
Flevy Executive Learning (FEL)
LinkedIn Influencer Marketing
Contact / FAQ / Terms / Privacy
flevyblog (Business Magazine)
Strategy, Marketing, & Sales
Organization, Change, & HR
Health & Safety
Governance, Risk, & Compliance
Customer-centric Design (CCD)
Human Resource Management
Blue Ocean Strategy
COVID-19 Trend Data
Consulting Training Guides
Organizational Culture (OC)
Organizational Design (OD)
Organizational Leadership (OL)
Financial Advising Services (FAS)
Flevy Tools (PowerPoint Plugin)
Lean Six Sigma Training Guides
Post-merger Integration (PMI)
Supply Chain Management (SCM)
Small Business Owner
© 2012-2023 Copyright. Flevy LLC. All Rights Reserved.