Usually the term dashboard refers to the collective presentation of entire system. Therefore depending on the nature of budget planning and financial structure of the company, format of budget dashboard excel may vary from business to business. Apart from this minor variations of content which are totally on the part of customize business plan, there are some generic elements regarding the format of this document that you need to keep in mind.
Here are some of these elementary impositions listed below here;
- Write the name of the company or organization for this dashboard is constructed
- Make a table and list down all your existing expenses
- In a parallel column to the list of expenses, write all your running accounts against each activity
- Below this table, draw section of trial balance which help you instantly estimating the total capital and cash position
- Below this trial balance, add a section of description for justifying unstable accounts and modified entries.
These are few basic important things related to the standard format and layout of this dashboard document.