The Budget Adherence KPI Dashboard in Excel is a powerful tool designed to help businesses track and analyze financial performance against budgeted targets. This ready-to-use template simplifies budget monitoring by providing clear insights into monthly and yearly budget adherence. With dynamic visualizations and interactive elements, this dashboard enhances financial planning and decision-making.
Key Features:
Home Sheet:
Centralized navigation with 6 quick-access buttons for seamless movement between sheets.
Dashboard Sheet Tab:
Dynamic reporting with MTD and YTD budget adherence metrics, including target vs. actual analysis with visual indicators.
KPI Trend Sheet:
Custom KPI selection with trend charts, definitions, and performance categorization.
Actual Numbers Input Sheet:
Simple interface to input actual financial data for MTD and YTD.
Target Sheet:
Define and update monthly and yearly budget targets for accurate tracking.
Previous Year Numbers Sheet:
Store and compare last year’s financial data for insightful analysis.
KPI Definition Sheet:
Maintain a structured repository of KPI names, units, formulas, and descriptions for transparency.
