Energy & Utilities Finance Dashboard — Excel Template
Track profitability, liquidity, and network efficiency in one place. This ready-to-use Excel dashboard gives CFOs and operations leaders in power, gas, and water utilities instant, reliable visibility across Income Statement, Cash Flow, and Operational KPIs—without macros or add-ins.
What you can monitor (prebuilt KPIs)
Financial Performance
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Total Revenue, COGS, Gross Profit, OPEX (with breakdown), D&A, EBIT, EBITDA, Interest, Taxes, Net Profit
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Profitability ratios: Gross/Operating/EBITDA/Net Profit Margin %
Liquidity & Leverage
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Operating Cash Inflow/Outflow, Net Operating Cash Flow (OCF)
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Current Ratio (Current Assets ÷ Current Liabilities)
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Debt-to-Equity Ratio
Energy & Network Efficiency
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Total Units Supplied (kWh / m³)
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Revenue per kWh / m³
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Transmission & Distribution Loss % (Energy Loss ÷ Energy Supplied × 100)
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Fuel Procurement Cost and Fuel Cost % of Revenue
Why teams love this template
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Finance + Ops on one screen – tie financial results to network efficiency and fuel dynamics.
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Variance-ready visuals – monthly trends, YoY comps, target vs. actual, and traffic-light statuses.
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Drilldowns that matter – segment by plant, region, tariff class, customer type, or business unit.
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Board-ready outputs – one-page summary auto-formatted for print and PDF export.
What’s inside
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Clean, brandable dashboard (Excel 365/2021, Windows & Mac)
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Structured data tables with paste-ready import sheets
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KPI tiles, sparklines, and interactive slicers
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Sample data + step-by-step setup guide
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No VBA/macros; formula-driven for easy auditing
For ready-to-use Dashboard Templates:
