Multi-Year Sales, Expense & Cash Flow Performance — Excel spreadsheet template to download
Track revenue, costs and profitability trends across multiple years
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Revenue (Last 12 Months)", "Total Operating Expenses (Last 12 Months" and "Net Cash Flow (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 workbook helps you monitor sales, operating expenses and net cash flow by period over multiple years. Enter each month’s date, business unit, revenue, expenses and cash flow, and the dynamic tables will summarize performance and profitability KPIs. Review the top-line KPIs and comparison bars to quickly spot trends, high-performing units and periods that need attention. Update the data regularly to maintain an accurate, decision-ready view of your company’s financial health.
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 Revenue (Last 12 Months)" and "Total Operating Expenses (Last 12 Months"
- Make faster decisions based on "Net Cash Flow (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 Revenue (Last 12 Months)
- Total Operating Expenses (Last 12 Months
- Net Cash Flow (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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