Company Insurance & Policy Renewal Dashboard — free Excel template
Track coverage, premiums, insurers, and key renewal performance metrics
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Annual Premiums", "Average Coverage Limit per Policy" and "On-Time Renewal Rate" 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 manage all company insurance policies, coverage details, and renewal timelines in one place. Enter each policy with its insurer, coverage type, premium costs, and renewal dates to monitor upcoming expirations. Review the KPI summary to track total annual premiums, average coverage limits, on-time renewal rate, and active policy count. Update the data regularly to keep your renewal pipeline organized and avoid lapses in coverage.
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 "Total Annual Premiums" and "Average Coverage Limit per Policy"
- Make faster decisions based on "On-Time Renewal Rate"
- 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 Annual Premiums
- Average Coverage Limit per Policy
- On-Time Renewal Rate
- 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
- 40 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 × 18 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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