Finance Tracking and Executive Reporting

AdrianCanales

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!

Genevieve P.

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