dashboard page template for tableau on Corporate Finance Balance Sheet Balance Sheet (+Budget) Balance Sheet (+Budget) Home data visualization dataviz

 

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Get a Home Page for your Balance Sheet (+Budget) Dashboard.

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In your Balance Sheet (+Budget) dashboard, you will be able to analyze the following KPIs:

  • Current Assets Assets that are expected to be converted into cash in less than 12 months: Cash, Accounts Receivables, Inventory, Prepaid Expenses
  • Current Liabilities Bills that must be paid within one year of the date of the Balance Sheet: Accounts Payable, Accrued Expenses, Current Portion of Debt, Income Taxes Payable
  • Working Capital Amount of money the enterprise has to work with in the short-term: 'Current Assets' - 'Current Liabilities' (also called 'Net Current Assets' or 'Funds')
  • Working Capital ratio Current Assets / Current Liabilities (%)
  • Liquidity ratio Current Liabilities / Current Assets (%)
  • Total Assets The final amount of all gross investments, cash and equivalents, receivables, and other assets as they are presented on the balance sheet
  • Total Liabilities Sum of Current Liabilities and Long-Term Debt
  • Total Equity Total Assets - Total Liabilities
  • Debt to equity ratio How much debt the company has relative to its investor equity: Total Liabilities / Total Equity (%)
  • Current Assets (Budget) Budget: Assets that are expected to be converted into cash in less than 12 months: Cash, Accounts Receivables, Inventory, Prepaid Expenses
  • Current Liabilities (Budget) Budget: Bills that must be paid within one year of the date of the Balance Sheet: Accounts Payable, Accrued Expenses, Current Portion of Debt, Income Taxes Payable
  • Working Capital (Budget) Budget: Amount of money the enterprise has to work with in the short-term: 'Current Assets' - 'Current Liabilities' (also called 'Net Current Assets' or 'Funds')
  • Working Capital ratio (Budget) Budget: Current Assets / Current Liabilities (%)
  • Liquidity ratio (Budget) Budget: Current Liabilities / Current Assets (%)
  • Total Assets (Budget) Budget: The final amount of all gross investments, cash and equivalents, receivables, and other assets as they are presented on the balance sheet
  • Total Liabilities (Budget) Budget: Sum of Current Liabilities and Long-Term Debt
  • Total Equity (Budget) Budget: Total Assets - Total Liabilities
  • Debt to equity ratio (Budget) Budget: How much debt the company has relative to its investor equity: Total Liabilities / Total Equity (%)
  • (+ any KPI you want to add to your Balance Sheet (+Budget) dashboard)

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