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…
Charts and Dashboards in Excel (full version) Charts and Dashboards in Excel (full 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…
Excel Dashboard Template Excel Dashboard Template
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This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Gantt Chart Excel Template Gantt Chart Excel Template
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The Gantt chart Excel template is a very useful instrument for project planning. The chart helps to monitor the progress…
Gantt Chart (automated with Macros) Gantt Chart (automated with Macros)
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Gantt chart is a very useful instrument for project planning. The chart helps to monitor the progress of each task…
Index Return in relation with Covid-19 Cases Index Return in relation with Covid-19 Cases
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This excel file helps investors and professionals to understand the relationship between the index return and the cases of Covid-19…

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.