Finance Tracking and Executive Reporting
Hi Team!
I am looking for any templates / examples the community has on building reporting and dash boarding specific to project financials. This includes, project spend, Capex, Opex, variance to budget and forecast, ROI / IRR calculations, etc. I know there templates I can explore but I attended ENGAGE last week and was impressed and inspired with the SmartSheet community. I thought I'd see if anyone would be willing to share their success to help with my vision. Thank you!
Answers
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Hey @AdrianCanales
I'm so glad to hear you were inspired by the Community & Engage!
Here is an older Community thread that may have some ideas for you to work off of, and a number of templates in our Solution Center:
- Budget Management Community post (from 2020)
- Cost Change Management
- Cost Tracking Template
- Annual Business Budget Template
- Simple ROI Calculator Template
If you don't receive a response to this thread with generic examples, our Community members may be able to better help you if you have a specific question in mind... e.g. how can I create this chart out of this data, what formula can I use to generate X, Y, Z, etc.
Cheers,
Genevieve
