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 ----- ABOUT THIS CHANNEL Looking to level up your career in Excel, Power BI, Finance & Accounting? You're in the right place. Each week, I upload videos on accounting, FP&A, and Excel to help you grow in your career and learn something new. ⚡️ Check out my channel here: / @AyotundeAjibola Don’t forget to subscribe! 🔗 FOLLOW ME ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! LinkedIn: https://www.linkedin.com/in/ayotunde-ajibola-cbap-aca-16744893/ Twitter: https://x.com/AyotundeAjibol1 #Accounting #Finance #kpi #excel #datavisualization #dataanalysis #dashboard #exceldashboard 🔎 FIND ME AT https://www.yourcfoguy.com ➡️ Subscribe to my Newsletter! https://www.yourcfoguy.com/newsletter After watching this video, you will be able to do following: How to create accounting General Journal in Excel? How to do bookkeeping in Microsoft Excel? How to create automated Ledger in Excel? How to create Trial Balance in MS Excel? What are financial statements in accounting? How to prepare financial statement in excel? How to prepare Income Statement in Excel? How to prepare Balance Sheet in Excel? What is the complete accounting cycle? Accounting Software in Excel How to create Table in Excel? What are advance features of Table in Excel? how to create customer and party ledger in excel? How to maintain Income and Expense with PROFIT & LOSS in Excel with accounting ? How to Create Debit and Credit Account Ledger in Microsoft Excel? How to create Day Book Report in Excel? How to post journal entries to general ledger accounts in Microsoft Excel? What are common accounting question in interview? How to use Pivot Slicer in excel? How to use advance formatting in excel? This Video is essential to watch for every person including students, officers and business person. Please subscribe to this channel for more: https://www.youtube.com/channel/UCIe8cgTx8GgD_12D0WTv1dw #ExcelAccounting #Incomestatement #balancesheet #AccountingSoftware #Ledger #Bookkeeping #TrailBalance #GeneralJournal #MSExcel #Excel #TrialBalance #Student #Job #Officer #Business #Hisab #Hindi #Urdu #MicrosoftExcel #PivotTable #Slicer #PivotSlicer #Table #Automate #Create #Ledgeraccounts #Tally #quickbooks #Oracle #SAP #accounting_in_excel #excel_accounting #bookkeeping #excel_for_accounting #ledger_in_excel #book_keeping_&_accountancy #accountant_work_in_office #accounting_excel #excel_accounting_tutorial #ledger_account #excel_accounting_software #journal_entries_accounting #how_to_make_ledger_in_excel #accounts_in_excel #book_keeping #ledger_accounts #excel_ledger #how_to_use_excel_for_accounting #bookkeeping_in_excel #accounting_software #trial_balance #ledger_entry#excel_for_accounting_and_finance #how_to_make_ledger_from_journal_entries #general_ledger #excel_data_entry_work #balance_sheet_accounting #bookkeeping_excel #day_book_accounting #balance_sheet #how_to_maintain_account_book #accounting_journal_entries #how_to_do_bookkeeping #general_ledger_and_trial_balance #ledger_book #accounts_work_in_office #excel_tutoring_accounting #excel_for_accountants #accounting_on_excel #how_to_make_ledger #tally_work_in_office #account_ledger_entry #free_accounting_software #excel_automation #balance_sheet_in_excel #cash_book_accounting #account_in_excel #Accounting