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Profit Margin Dashboard is an Excel Template that will assist you to effectively visualize major profitability indicators in one place and communicate the most important profitability information to your team in a simple and beautiful way. The profit margin shows how much money your business is making, the general health of your business. The gross profit margin compares revenue to the cost of goods sold. Operating profit margin includes both cost of goods sold, the cost associated with the selling and administration, and overhead. The net profit margin ratio is the percentage of business revenue left after deducting all expenses.

Profit margin dashboard template Excel helps to enhance the analytical efforts related to major financial aspects of your organization. Major KPIs and metrics covered in the profit margin dashboard are:

  • Gross Profit Margin: actual, target, and last year indicator for the month, year-to-date. Monthly actual gross profit margin trend over the periods in compare with targets
  • Operating Profit Margin: actual, target, and last year indicator for the month, year-to-date. Monthly actual operating profit margin trend over the periods in compare with targets
  • Net Profit Margin: actual, target, and last year indicator for the month, year-to-date. Monthly actual net profit margin trend over the periods in compare with targets

Key Features of Dashboard Template:

  • Provides key financial insights for the CFO and finance team with details of major profitability indicators of gross profit, operating profit, and net profit
  • Fully editable, easy to use, template with sample data
  • Eye-catching design and customizable
  • Change the sample data with your data
  • Spreadsheets ready for printing without the Biz Infograph logo
  • Consolidate key financial performance indicators in one dashboard
  • No monthly fees
  • Immediate download
  • No VBA, no Macro
  • No installation necessary
  • Professionally designed

What is included in this dashboard template?

  • Just plug your data, the dashboard will be ready instantly and start using.
  • A text file which contains a password to view and edit the formula
  • A guide to unlocking all the elements in the dashboard

Professional Support:

  • Video tutorial guide on how to navigate and use Profit Margin Dashboard Template
  • Professional service to customize dashboard template in excel as per business need
  • Help and support in post-purchase
  • Payment secured by Stripe and PayPal (no PayPal account needed)

A brief guide to using the dashboard template:

  • Open the dashboard template
  • Go to ‘Indicators’ menu – choose the start month of the fiscal year (i.e. Jan, Feb, Jul, etc.)
  • Go to the ‘Enter Data’ menu – remove the sample data and give your actual data in the respective cells. Formula cells are locked, and you cannot edit it without a password.
  • Go to the ‘Profit Margin Dashboard’ menu – select the month name from the drop-down to see the monthly and year-to-date picture of performance indicators
  • Each page is ready for printing – just press CTRL+P

This Excel dashboard template is password-protected to avoid mistakes, such as accidentally deleting formulas. When you completed the purchase, the password will be available.

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