How to Build a KILLER Financial Dashboard (Free Template)

Get Your Free KPI Dashboard Copy 👇

Building a financial dashboard in Excel is one of the most valuable skills you can have in finance and accounting, and this step-by-step tutorial shows you exactly how to create a professional KPI dashboard from scratch.

You'll learn how to build dynamic period comparisons, integrate budget vs actual analysis, and use advanced Excel functions like SUMIFS, INDEX XMATCH, and custom formatting to create a dashboard that updates automatically.

What You'll Learn:

How to design professional financial dashboards using front-end and back-end architecture that separates visual design from data logic
Essential Excel functions for dynamic dashboards including SUMIFS, INDEX XMATCH, EOMONTH, and date functions for period comparisons
Advanced custom formatting and conditional formatting techniques to create visual indicators that change color based on performance metrics
The TEXT and SWITCH functions to automatically format numbers in thousands, millions, or percentages depending on size
How to build drop-down period selectors and checkboxes that make your dashboard interactive and update all metrics automatically
⏱️ Timestamps:
Introduction to Financial Dashboard
Front End vs Back End Explained
Design Principles for Dashboards
Building the Dashboard Layout
Key Formulas: SUMIFS
Dynamic Dates Setup
INDEX and XMATCH Functions
Styling Numbers
TEXT and SWITCH Functions
Complete Video Recap

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Видео How to Build a KILLER Financial Dashboard (Free Template) канала Ayotunde Ajibola