Leadger Balance Monitoring Dashboard Template

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$49.00 $25.00

Track all ledger balances in one organized dashboard.
Monitor cash flow and account health with real time updates.
Ensure accuracy and transparency across financial records.

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Total price:$98.00 $50.00

Tabs & Features Analyses

Google Sheets & Excel Version

Dashboard Tab

Ledger Balance Overview

Instant Visibility: Track account balances, credits, debits & net balance in real-time.

KPI Cards: Monitor Total Assets, Total Liabilities, Outstanding Balances & Cash Position.

Visual Analytics: Pie & bar charts display ledger distributions across accounts.

Auto-Updates: All entries reflect instantly for accurate financial snapshots.

Data Input Tab

Centralized Ledger Entry

Structured Logging: Enter account details, transaction dates, debit/credit values & categories.

Auto-Sync to Dashboard: All ledger records directly update KPIs & charts.

Custom Accounts: Add multiple ledgers such as Bank, Cash, Payables, Receivables.

Flexible Fields: Track by account type, department, or financial category

Dashboard Insights Tab

Comprehensive Ledger Analytics

KPI Snapshot: Instantly view Net Balance, Outstanding Liabilities & Surplus/Deficit %.

Comparative Analysis: Charts display account-wise performance & monthly ledger trends.

Trend Monitoring: Line & bar graphs highlight inflows, outflows & balance shifts over time.

Smart Financial Decisions: Strengthen cash flow management & ensure accurate ledger monitoring.

KPI Data Entry Tab

Detailed Balance Monitoring

Account-Level KPIs: Compare current vs. target balances for each ledger account.

Reconciliation Tracking: Spot mismatches between credits & debits instantly.

Visual Indicators: Arrows & progress markers highlight deficit or surplus balances.

Actionable Insights: Improve cash allocation & prevent overdrafts or imbalances.