24-Month Rolling Financial Forecast & Scenario Dashboard — Excel spreadsheet template to download
Compare base, best, and worst-case financial scenarios over 24 rolling months
Finance · dashboard · CC0 public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total 24-Month Forecast Revenue (Base)", "Avg Monthly Net Income (Base)" and "Revenue Growth Next 12 Months vs Prior 1" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to build a rolling 24-month financial forecast with side-by-side scenario comparison for small businesses. Enter monthly forecast data for revenue, expenses, and net income under different scenarios to see how results change over time. Review the top KPIs and comparison chart to monitor trends, identify risks, and evaluate growth opportunities. Update the latest month each period to keep the forecast rolling forward and aligned with your current business outlook.
Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.
Use cases
- Visualize indicators like "Total 24-Month Forecast Revenue (Base)" and "Avg Monthly Net Income (Base)"
- Make faster decisions based on "Revenue Growth Next 12 Months vs Prior 1"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total 24-Month Forecast Revenue (Base)
- Avg Monthly Net Income (Base)
- Revenue Growth Next 12 Months vs Prior 1
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 15 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
Related free templates
- Personal & Household Budget Planner — free Excel template — Track categorized income and expenses with monthly summary KPIs
- Small Real Estate Portfolio Cash Flow & Equity Dashboard — free Excel template — Track monthly cash flow, equity build, and return on capital across your rental units
- Boutique Hotel Occupancy & Revenue Performance Dashboard — Excel template with real formulas — Track occupancy, ADR, RevPAR, and guest reviews for a boutique hotel
- Nonprofit Fundraising & Donor Retention Dashboard — free Excel template — Track campaign revenue, donor retention, and cost-per-dollar raised in one view
- Residential Construction Budget & Progress Billing Dashboard — Excel spreadsheet template to download — Track job budgets, progress billing, costs, and margin-at-completion in one place
- Comprehensive Personal & Household Cash Flow Dashboard — free Excel template — Track income, expenses, monthly budgets, and cash flow alerts in one place
Browse every free Excel template built by Sheetly AI.