Financial Dashboards

[Harbor1704]

Hi everyone, my CEO just tasked me with taking our income sheet and creating a financial analysis to include forecasts, graphs, ratio's, etc., and better ways to show the data to the board. I'm not the best at doing excel and was looking at financial analysis dashboard templates to plug and play the numbers. Any suggestions or anything I should try? I have a scrubbed copy and have DL'd the xl2bb, however it keeps stalling and will not let me copy and paste anything. If someone reaches out to assist, I would greatly appreciate it and can send you the scrubbed copy. Thanks!

 

[Harbor1704]

I finally got it to work

		CURRENT MONTH								YEAR TO DATE
		2022				2021				2022				2021
		Actual				Actual				YTD	YTD			2021
		Month	Bud	V	%	Month	V	%		Act	Bud	V	%	YTD	V	%
Gross Premium Revenue		47,389	49,376	(1,987)	-4.0%	47,504	(115)	-0.2%		132,591	131,623	968	0.7%	131,517	1,075	0.8%
Net Premium Revenue		6,697	7,445	(748)	-10.1%	7,129	(433)	-6.1%		19,428	19,908	(480)	-2.4%	19,997	(569)	-2.8%
Net %		14.1%	15.1%	-0.9%		15.0%	-0.9%			14.7%	15.1%	-0.5%		15.2%	-0.6%
Affil Agent Net Prem		2,764	4,033	(1,269)	-31.5%	3,126	(363)	-11.6%		8,128	9,724	(1,596)	-16.4%	8,825	(697)	-7.9%
Ind Agent Net Prem		3,933	3,412	521	15.3%	4,003	(70)	-1.7%		11,300	10,184	1,116	11.0%	11,172	128	1.1%
Total Net Premium		6,697	7,445	(748)	-10.1%	7,129	(433)	-6.1%		19,428	19,908	(480)	-2.4%	19,997	(569)	-2.8%
Affil Agent % of Net Prem		41%	54%	-13%		44%	-3%			42%	49%	-7%		44%	-2%
Ind Agent % of Net Prem		59%	46%	13%		56%	3%			58%	51%	7%		56%	2%
CPL Revenue		333	545	(212)	-38.9%	526	(193)	-36.7%		1,095	1,427	(332)	-23.3%	1,638	(543)	-33.2%
Claims + LAE Expense		563	593	(30)	-5.0%	342	221	64.5%		1,047	1,579	(532)	-33.7%	1,047	0	0.0%
Loss % of Gross Premiums		1.19%	1.20%	-0.01%		0.72%	0.47%			0.79%	1.20%	-0.41%		0.80%	-0.01%
Statutory Premium Reserve		(48)	306	(354)	-115.8%	83	(131)	-158.4%		656	816	(160)	-19.6%	804	(147)	-18.3%
EBITDA		3,989	4,279	(290)	-6.8%	5,142	(1,153)	-22.4%		6,622	11,001	(4,379)	-39.8%	13,878	(7,256)	-52.3%
Adjusted EBITDA		9,005	4,279	4,726	110.4%	5,142	3,863	75.1%		11,638	11,001	637	5.8%	13,878	(2,240)	-16.1%
ROR (Gross Revenue)		8.4%	8.7%	-0.2%		10.8%	-2.4%			5.0%	8.4%	-3.4%		10.6%	-5.6%
ROR (Net Revenue		59.6%	57.5%	2.1%		72.1%	-12.6%			34.1%	55.3%	-21.2%		69.4%	-35.3%

 

[Fluff]

Welcome to the MrExcel Message Board!

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Cross posted at: Financial dashboards
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If you do cross-post in the future and also provide links, then there shouldn’t be a problem.

 

[Harbor1704]

My apologies, I did not realize that the two were part of the same, the post on excel forums is: Financial dashboards
The gentlemen there was awesome, I just had some questions on it as I am not the greatest when it comes to this kind of work in excel

 

[Joe4]

My apologies, I did not realize that the two were part of the same

We are not.
To fully understand and appreciate the concerns with Cross-Posting, please read this link here: Excelguru Help Site - A message to forum cross posters

Note that Cross-Posting is NOT prohibited, provided that you do it right (mention that you are doing so, and provide links to the other threads).
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