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 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…
Option Profit/Loss Graph Maker 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…
Financial Charts and Graphs Excel Template 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…
Bullet Chart Excel Template 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…
Gold Charts Dashboard Template 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…
Revenue dashboard Revenue dashboard
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Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Charts and Dashboards in Excel (short version) Charts and Dashboards in Excel (short version)
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Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
CryptoCurrency Portfolio Dashboard in Microsoft Excel CryptoCurrency Portfolio Dashboard in Microsoft Excel
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 CryptoCurrency Portfolio Dashboard in Microsoft Excel
Sales Analytics Dashboard in Microsoft Excel Sales Analytics Dashboard in Microsoft Excel
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A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them…
Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI
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 Churn Dashboard & Customer Risk Analysis in Microsoft POWER BI
Call Center / Contact Center Solution in Microsoft POWER BI Call Center / Contact Center Solution in Microsoft POWER BI
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 Call Center / Contact Center Solution in Microsoft POWER BI
Gantt Chart in Microsoft Excel Gantt Chart in Microsoft Excel
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 Gantt Chart in Microsoft ExcelMany people have never heard of a Gantt chart. Simply put, a Gantt chart is a bar…
Project Portfolio Dashboard in Microsoft Excel Project Portfolio Dashboard in Microsoft Excel
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 Project Portfolio Dashboard in Microsoft Excel
SWOT Analysis Template TRIAL SWOT Analysis Template TRIAL
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Editable SWOT analysis template that can be used in Business Plan or Pitch Deck.A SWOT analysis is a simple and…
Sales Performance Dashboard in Microsoft POWER BI Sales Performance Dashboard in Microsoft POWER BI
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 Sales Performance Dashboard in Microsoft POWER BI

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.