Download your free P&L Dashboard

Download your free P&L Dashboard

Using an integrated Data Analytics tool like Tableau is guaranteed to save you time and money.  But building dashboards can take a lot of time.  Download your free P&L Dashboard that may help you save time.

To help, we’ve created a template P&L dashboard that may help save you hours or provide inspiration to a better way.

Download this FREE Tableau P&L Template

This is a basic Profit and Loss dashboard that can present your P&L data for any number of months.

Simply download this file, load up your P&L data, and then done!

Click the image to go to the interactive version.  Or head here: https://public.tableau.com/profile/ian.baddock#!/vizhome/PLDashboard_15561690415640/PLDashboard

How to use The dashboard

1. Download the Tableau workbook from here:  https://public.tableau.com/profile/ian.baddock#!/vizhome/PLDashboard_15561690415640/PLDashboard

2. Download Tableau Desktop: https://www.tableau.com/products/desktop/download

3. Unpackage the Tableau Workbook

4. Update the data in the Excel file

5. Open your Tableau Workbook

Some Caveats

This is a very basic dashboard that has the potential to do so much more than it currently does.  I encourage you to take a look at how it was built and make some modifications that work for you and your organisation.  Maybe add a filter for the business sector or region or create rolling 3, 6, and 12 month averages.  Better still, throw your profit on a map!

Send us an email if you have any issues or questions: info@syntagium.com.au

Alternatively, leave us a message below.

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