MARKETING EXECUTIVE DASHBOARD TEMPLATE

User to enter information in the data tables below, completing non-shaded cells only.
Dashboard data and charts will automatically populate.

GROSS PROFIT MARGIN OPEX RATIO EBIT MARGIN NET PROFIT MARGIN

– – – –
REVENUE
INCOME STATEMENT
$50,000
Revenue $ -

COGS $ -

GROSS PROFIT $ -

OPERATING EXPENSES $ -

Sales $ -
$-
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Marketing $ -

IT $ - OPERATING EXPENSES
$12
General & Admin $ -

OTHER INCOME $ - $10

OTHER EXPENSES $ - $8

$6
GROSS INCOME $ -
$4
Interest & Tax $ -
$2

$-
NET PROFIT $ - JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Sales Marketing IT General & Admin

DATA TABLES
REMINDER: Enter information in the data tables below, completing non-shaded cells only.
Dashboard data and charts will automatically populate.

REVENUE AND OTHER INCOME

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

REVENUE $ -

OTHER INCOME $ -

COGS AND OTHER EXPENSES

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

COGS $ -

OTHER EXPENSES $ -

INTEREST & TAX

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

INTEREST $ -

TAX $ -

OPERATING EXPENSES
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

Sales $ -

Marketing $ -

IT $ -

General & Admin $ -

$ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
MARKETING EXECUTIVE DASHBOARD TEMPLATE – EXAMPLE
User to enter information in the data tables below, completing non-shaded cells only.
Dashboard data and charts will automatically populate.

GROSS PROFIT MARGIN OPEX RATIO EBIT MARGIN NET PROFIT MARGIN

92% 27% 63% 53%

REVENUE
INCOME STATEMENT
$400,000
Revenue $ 3,110,521
$350,000
COGS $ 244,338 $300,000
$250,000
$200,000
GROSS PROFIT $ 2,866,183
$150,000
OPERATING EXPENSES $ 844,140 $100,000
$50,000
Sales $ 348,432
$-
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Marketing $ 233,471

IT $ 140,554 OPERATING EXPENSES

$90,000
General & Admin $ 121,683
$80,000
OTHER INCOME $ 2,169
$70,000
OTHER EXPENSES $ 51,842 $60,000
$50,000
$40,000
GROSS INCOME $ 1,972,370
$30,000
Interest & Tax $ 323,054 $20,000
$10,000
$-
NET PROFIT $ 1,649,316 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Sales Marketing IT General & Admin

DATA TABLES
REMINDER: Enter information in the data tables below, completing non-shaded cells only.
Dashboard data and charts will automatically populate.

REVENUE AND OTHER INCOME

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

REVENUE $ 229,254 $ 270,209 $ 225,209 $ 323,746 $ 198,227 $ 241,498 $ 334,224 $ 213,800 $ 285,710 $ 256,104 $ 248,840 $ 283,700 $ 3,110,521

OTHER INCOME $ 220 $ - $ 95 $ 642 $ - $ - $ - $ 1,100 $ 112 $ - $ - $ - $ 2,169

COGS AND OTHER EXPENSES

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

COGS $ 21,119 $ 19,181 $ 22,124 $ 17,346 $ 21,949 $ 21,188 $ 18,509 $ 22,433 $ 17,921 $ 19,814 $ 19,651 $ 23,103 $ 244,338

OTHER EXPENSES $ 4,611 $ 4,004 $ 4,624 $ 2,837 $ 5,044 $ 7,154 $ 5,610 $ 3,354 $ 1,185 $ 3,513 $ 5,322 $ 4,584 $ 51,842

INTEREST & TAX

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

INTEREST $ 19,979 $ 14,081 $ 14,702 $ 21,902 $ 19,094 $ 19,029 $ 22,847 $ 20,246 $ 12,893 $ 16,512 $ 13,917 $ 20,168 $ 215,370

TAX $ 9,989 $ 7,041 $ 7,351 $ 10,951 $ 9,547 $ 9,514 $ 11,423 $ 10,123 $ 6,446 $ 8,256 $ 6,958 $ 10,084 $ 107,685

OPERATING EXPENSES
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD

Sales $ 30,435 $ 27,382 $ 29,250 $ 30,349 $ 30,526 $ 29,644 $ 28,787 $ 29,011 $ 29,641 $ 27,289 $ 27,625 $ 28,493 $ 348,432

Marketing $ 18,112 $ 24,712 $ 15,764 $ 13,931 $ 11,558 $ 26,196 $ 18,301 $ 23,858 $ 20,145 $ 22,988 $ 26,661 $ 11,245 $ 233,471

IT $ 15,000 $ 15,000 $ 9,500 $ 26,004 $ 8,500 $ 8,500 $ 8,500 $ 15,550 $ 8,500 $ 8,500 $ 8,500 $ 8,500 $ 140,554

General & Admin $ 8,810 $ 14,654 $ 13,242 $ 7,500 $ 7,500 $ 7,500 $ 6,246 $ 8,975 $ 15,046 $ 13,210 $ 9,500 $ 9,500 $ 121,683

$ 72,357 $ 81,748 $ 67,756 $ 77,784 $ 58,084 $ 71,840 $ 61,834 $ 77,394 $ 73,332 $ 71,987 $ 72,286 $ 57,738 $ 844,140
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