Multi-Year Sales & Cashflow Analytics Template — free Excel template
Track multi-year sales, expenses, and cashflow trends with dynamic KPIs
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Sales (3-Year)", "Total Operating Expenses (3-Year)" and "Net Cashflow (Last 12 Months)" 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 small and mid-size businesses analyze multi-year sales, operating expenses, and net cashflow by month. Enter your historical and forecast data to see trend KPIs, compare years, and identify key revenue and cost drivers. Use the dataset to power pivot tables, charts, and dashboards in Excel for deeper insight into seasonality and growth. Review and update the figures regularly to keep your cash planning and performance analytics accurate.
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 Sales (3-Year)" and "Total Operating Expenses (3-Year)"
- Make faster decisions based on "Net Cashflow (Last 12 Months)"
- 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 Sales (3-Year)
- Total Operating Expenses (3-Year)
- Net Cashflow (Last 12 Months)
- 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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