databoards

Executive KPI Library

Excel tutorials and templates for business analytics, KPI modeling, and executive reporting. Covers industry-specific insights, finance KPIs, and operations reporting. Each post includes a step-by-step Excel walkthrough.

EBITDA Margin

Home How to Track EBITDA Margin in Excel (Monthly + By Service Line) Learn how to track EBITDA margin so you can spot profitability drift before it becomes a bigger problem. In this lesson, you’ll build a simple monthly view, visualize trends with a chart, and compare margins across service lines to see what parts […]

EBITDA Margin Read More »

Break-Even Revenue

Home How to Calculate Break-Even Revenue by Month (and See Which Months Beat It) Learn why more sales doesn’t always mean more profit. In this lesson, you’ll build a monthly view of revenue and costs, see your break-even point, and create simple visuals that instantly show which months are performing above or below break-even, plus

Break-Even Revenue Read More »

Accounts Receivable Days

Home Accounts Receivable Days and Aging Buckets in Excel Learn how to measure how long customers take to pay and spot cash flow risk before it becomes a problem. In this lesson, you’ll build a month-by-month view of collection speed, then group invoices into aging buckets so you can see where your receivables are concentrated

Accounts Receivable Days Read More »

Net Operating Cash Flow

Home How to Track Net Operating Cash Flow Month by Month in Excel Learn how to clearly track your cash inflows, cash outflows, and net operating cash flow month by month using Excel. In this lesson, you’ll see how to spot cash shortages early, understand why a business can look profitable but still struggle with

Net Operating Cash Flow Read More »

Discounting Rate

Home How to Track Discount Rate Trends and Spot Profit Leaks in Excel Discounts can quietly destroy margins. In this lesson, you’ll learn how to get a clear month-by-month view of discounting, compare it against a target, and quickly spot which reps, techs, or system types are discounting too aggressively using simple visuals and heatmaps.

Discounting Rate Read More »