To gain insight into their financial health and progress, most companies need to prepare three essential reports – income statement, balance sheet and cash flow statement. Let's explore them one by one.
Visualize your sales performance with these easy-to-use templates for Excel. Compare your actuals with up to 3 measures (PY, PL and FC) and take advantage of advanced visualization features to show business insights in the clearest way possible.
Use this template to visualize your sales performance with multiple levels in Excel. By using expand and collapse get an overview of data per continent or country. Get more understanding by comparing the actual to the plan and the previous year.
This template gives a top-level overview of sales KPIs split by products and channels. For better understanding check the comparisons and trends. Align the look and feel with your company branding.
Use this template to understand the main KPIs of your business: revenue, costs, and profit. For better analysis compare them to plan and analyze the trends over time.
Use this template to visualize your inventory data directly in Excel. Use data in tables to understand the comparison of the actual numbers to plan. For analyzing trends check your data in charts. With slicers, you can track the stock across different warehouses to have a complete overview.
Use this template to visualize your P&L in Excel with quarterly data. The time dimension in columns lets you understand better the performance of your KPIs. By having the chance to hide unnecessary columns you can ensure an even better clarity of reports.
This Excel template explains the reasons behind the revenue growth and presents top contributors for each category with a bridge chart, dynamic comments, and automatic variances.
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February 22nd
15 Sep 2026
