Advanced Multi-Year Business Performance Analytics — free Excel template
Track and compare KPIs across multiple years for smarter decisions
Analytics · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This analytics dashboard brings together indicators like "Current Year Total Revenue", "Current Year Operating Margin" and "3-Year CAGR Revenue Growth" 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.
This template helps you analyze multi-year business performance by consolidating revenue, expenses, and key metrics across several years. Enter monthly or quarterly data for each business unit, including revenue, operating expenses, and headcount, to generate high-level KPIs and comparisons. Use the KPIs and category summaries to spot trends, optimize resource allocation, and set realistic growth targets. Review the data periodically to maintain an accurate, long-term view of your company’s performance.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Current Year Total Revenue" and "Current Year Operating Margin"
- Make faster decisions based on "3-Year CAGR Revenue Growth"
- Compare your data without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Current Year Total Revenue
- Current Year Operating Margin
- 3-Year CAGR Revenue Growth
- 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.
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