Choosing a bank for small business with an Excel dashboard

Every small business needs a bank to grow, and this Excel dashboard can significantly help with that. It allows you to evaluate available financial services and understand how loans will impact profit and risk levels.

Evaluation of Banking Services and Loan Scenarios Based on Real Data

The bank loan you choose can have a major impact on your small business growth. Use data visualization for timely analysis of how borrowed funds affect working capital. To quickly create your own Excel dashboard, use the ready-made template and the tutorial video, which covers:

Dashboard grid – the foundation for building data visualization.
Preparing source data and creating PivotTables for each control button block for banking products.
Configuring data according to the icons on the buttons.
Source formula table for the main combined chart with a two-level structure.
Creating an interactive chart template with data grouping.
Chart control panel at multiple levels.
Chart for analyzing the use of borrowed capital share.
Visualization block for analyzing interest rate levels.
Starting the indicator block to monitor the use of banking products.
Credit line for small business.
Business credit cards.
Overdraft.
Leasing.
Using additional PowerPoint shape editor features to create complex forms.
Creating the dashboard header with summary values.
Formulas for calculating summary values.
Visualizing the potential from financing a small business with borrowed capital.
Visualizing debt load on a small business.
Visualization for analyzing business profit margin.
Dashboard presentation for analyzing both the positive and negative effects of borrowed capital on small business under different financial conditions.

You can read a detailed description of all the visualization blocks here:

Choosing a bank loan for small business in Excel

With this dashboard, you’ll be able to visualize key indicators, compare banking offers, and assess how loans impact profitability. This will help you make strategic decisions to strengthen your business.

Download Choosing bank for small business with Excel dashboard