FMCG Sector Financial Dashboard — Excel Template
Track margin, trade spend, and SKU productivity in minutes. This ready-to-use Excel dashboard turns your monthly P&L and sales files into clean visuals for FMCG/CPG finance, sales finance, and category teams—no macros, no BI build.
What it measures (prebuilt KPIs)
Income Statement & Profitability
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Total Revenue, COGS, Gross Profit
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OPEX breakdown (Employee, Admin, Selling, Marketing), D&A
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EBIT, EBITDA, Net Profit
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Gross/Operating/EBITDA/Net Profit Margins %
Liquidity & Cash Flow
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Operating Cash Inflow/Outflow, Net OCF
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Current Ratio, Debt-to-Equity
FMCG Operational Finance
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Returns & Gross Sales Return %
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Promotions, Discounts, Allowances → Trade Spend % of Revenue
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Active SKUs and Revenue per SKU for mix & tail analysis
Why it’s perfect for FMCG/CPG
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Trade spend control: See promo leakage and discount drag vs. net revenue.
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SKU rationalization: Rank long-tail SKUs by revenue and return rate.
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Margin guardrails: Spot mix/COGS/OPEX impacts on gross and EBITDA quickly.
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Board-ready visuals: KPI cards, trend lines, and variance callouts—export to PDF.
What’s inside
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Executive dashboard (P&L + cash + trade spend + SKU KPIs)
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Profitability & mix views, returns analysis, SKU productivity report
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Data mapping sheet for quick copy-paste from ERP/export (CSV/XLSX)
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Clean formulas only (Excel 365/2021, Win/Mac). Optional Power BI upgrade path.
For ready-to-use Dashboard Templates:
