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A Full Income Statement Reporting and Dashboard Engine

  • Starts from Normal Income Accounts
  • Contains Database to Consolidate Years
  • Contains Mapping sheet to summarize Income Accounts to Main Statement Accounts
  • Contains  Helper Sheet for Dynamic Chart Visualizations
  • VBA for Year Switching that control Charts
  • Horizontal Variance Analysis 
  • Vertical KPIs Per Year
  • Dashboard Includes Professional Charts : TreeMap, Funnel Chart, Waterfall

In order to edit and update this file you should have  a clear understanding of the following formulas :

  • Sumifs
  • Vlookup
  • Index&Match

Income Statement Dashboard Engine

    • File is in XLSM macro enabled format
    • Check overview sheet first to understand the contents of the file
    • for any customizations and training please contact us
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