XLSX · 7 tabs
Sponsor Bank Economics Model
Enterprise-grade Excel financial model for sponsor banking and embedded finance program economics.
$299
one-time
instant download
instant download
Dashboard Templates
Financial Dashboard Templates for Executives
Board-ready Excel dashboards for CFO updates, monthly business reviews, and executive summaries. KPI cards, trend charts, plan vs actual, and variance commentary — all in one place.
What's inside dashboard templates.
Every workbook in this collection is built to the same institutional standard — fully editable Excel, clear inputs, transparent formulas, and executive-ready outputs.
Exec KPI Cards
Top-line KPI cards with current value, target, variance, and trend sparkline.
Revenue Dashboard
Revenue by segment, channel, and product with MoM/YoY and plan compare.
Margin & P&L View
Gross margin, contribution, and operating-margin trend with bridge to prior period.
Cash & Runway
Cash balance, monthly burn, and runway with a clear runway-out date.
Pipeline & Bookings
Pipeline coverage, bookings velocity, and win-rate trends for revenue ops.
Commentary Blocks
Pre-formatted commentary boxes tied to each KPI so the dashboard tells a story.
Use cases
Built for the work finance teams actually do.
These templates replace hours of from-scratch modeling with a starting point that's already board-ready.
- Monthly business reviews
- Board reporting packs
- CFO weekly updates
- Investor updates
- Department-level operating reviews
- Executive scorecards
Related workbooks
Workbooks that pair with this category.
Premium models from our library that finance teams use alongside these templates.
BEST VALUE
XLSX · 4 tabs
Payments Sales Master Bundle
All four Excel models plus future updates and bonus templates. The complete payments deal desk toolkit.
$499
one-time
instant download
instant download
ENTERPRISE
XLSX · 7 tabs
Enterprise Edition
All four models plus bespoke tabs, white-label branding, and multi-entity consolidation. Built for banks, processors, and PayFac programs.
$1499
one-time
instant download
instant download
Free tools
Free calculators for this category.
Run the numbers instantly in your browser — no signup, no download.
Dashboard Templates FAQ.
Are these Excel dashboards or BI tools?
Excel-native dashboards. No Power BI, Tableau, or external tooling required.
Can I rebrand them?
Yes — a central style sheet controls colors, fonts, and number formats.
Do they refresh from raw data?
Yes. Drop your raw data into the data tab and the dashboard recalculates instantly.
Is there a mobile view?
The dashboard is designed for laptop and projector first, but exports cleanly to PDF for any device.
Need a custom dashboard templates build?
Our team builds bespoke workbooks for finance, banking, and payments programs. Tell us what you need and we'll quote it.