CFO-Grade Monthly MIS Dashboard | Excel Template | Built by a Listed Company CFO
Are you a business owner, startup founder, or finance manager who wants boardroom-quality financial reporting — without hiring a full-time CFO?This Monthly MIS Dashboard was built from scratch by a working CFO of a publicly listed Indian company, with over a decade of real-world experience in financial reporting, board presentations, and investor communication. This is not a textbook template. This is exactly what a CFO uses.What's inside (6 professionally designed sheets):✅ INPUT Sheet — One single data entry point. Enter your numbers in the yellow cells and everything else updates automatically across the entire workbook. No formulas to touch, no complexity.✅ DASHBOARD — A stunning one-page management view with 10 KPI cards covering Revenue, EBITDA, PAT, Cash Balance, Debtor Days, Current Ratio and more. Perfect for monthly board reviews or investor updates.✅ P&L Statement — Full formatted Profit & Loss with Actual vs Budget vs Variance columns. Gross Profit, EBITDA, EBIT, PBT and PAT all calculate automatically.✅ Cash Flow Tracker — Operating, Investing and Financing activities tracked separately across 3 months with an auto-average column.✅ Key Ratios Dashboard — 16 critical financial ratios across Liquidity, Profitability, Working Capital and Leverage — each with a colour-coded status indicator (✔ Good / ⚠ Watch / ✘ Alert) so you know instantly what needs attention.✅ How to Use Guide — Clear step-by-step instructions so anyone on your team can use it from Day 1.Who is this for? SME owners who want to track their business like a listed company Startup founders preparing for investor meetings Finance executives who need a clean monthly reporting tool CA / accounting firms who want to offer MIS reporting to clients MBA students and finance professionals building their toolkit Why this template is different: Most Excel templates are built by designers or developers. This one was built by someone who has actually sat in board meetings, defended numbers to auditors, and reported to SEBI. Every ratio, every formula, every layout decision comes from real CFO experience — not theory.What you get: 1 x Excel file (.xlsx), fully unlocked and editable 256 live formulas with zero errors Industry-standard colour coding (Blue = Input, Black = Formula) Works on Microsoft Excel 2016 and above One-time purchase, use forever, customise freely How to use it: Download the file Open the INPUT sheet Enter your company name, month, and financial figures in the yellow cells Everything else — Dashboard, P&L, Cash Flow, Ratios — updates automatically That's it.Built in India. Priced for India. CFO-quality for every business.
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