Graphs & Dashboards Templates

Browse the CFI marketplace for beautifully built charts, graphs and dashboards templates and create your own financial presentations in a professional manner!
Financial Dashboard Template
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This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
Financial Charts and Graphs Excel Template
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To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Option Profit/Loss Graph Maker
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This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Gold Charts Dashboard Template
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This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Bullet Chart Excel Template
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Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…

Charts, Graphs & Dashboards Templates

Why Use Charts, Graphs and Dashboards?

An essential skill that financial analysts should possess is to present financial results using visuals, such as charts, graphs and dashboard in Excel. Good visuals allow analysts to effectively communicate their analyses, display trends and changes in the data, and help management make better decisions about the operations.

Top 10 Types of Charts and Graphs for Finance

Below are the top ten types of charts and graphs used by finance professionals to deliver powerful presentations:

#1 Line Graphs: Line graphs are great for showing multiple series of data which are closely related in a simplistic look.

#2 Bar or Column Graphs: Bar and column graphs are optimal for displaying a single data series to show trends and seasonality. They have a heavier weight than line graphs and can be used to highlight a single data point.

#3 Combo Chart: A combo chart consists of two types of graphs, usually with a bar chart and line chart. Combo chart is commonly used to display two data series in distinct scales, units, and measures (for example, revenues in dollar amount and profit margins in percentage).

#4 Scatterplot: Scatterplots are often used in statistical analysis because they represent the relationship between two data series. Analysts can draw a line of best fit using the data points and calculate the correlation of the two variables.

#5 Waterfall Chart: Waterfall chart is available in Excel 2016 and later versions, or it can be built alternatively using stacked column charts. When performing variance analysis, financial analysts use waterfall chart to reflect the positive and negative impacts of different factors on the target value.

#6 Pie Chart: Pie charts are good for breaking down the proportions of different items relative to the total amount.

#7 Histogram: Histogram is a useful tool for showing the distribution of a data set. The graph displays the frequency of each category.

#8 Gauge Chart: Gauge charts are more complicated to build and involve the use of combination of a pie and a doughnut chart. They are perfect for showing performance on a scale or measuring the actual vs target performance of a business.

#9 Area Graph: Area chart is a solid area graph showing cumulative data series. It helps users easily visualize the weight of each data series relative to the other.

#10 Spider Chart / Radar Graph: A spider chart or radar graph is useful for comparing multiple series using different criteria measured in scales.