This balance sheet uses the matrix to show end of month Balance Sheet numbers, and then visualises the breakdown with a waterfall chart. Clicking on the bars shows the individual account totals that make them up.
Test drive this template
You can click on the screenshots below to test drive the template with Demo Company data in Microsoft Power BI online.
Download the template
This template is available in different currency formats: $, £ and €.
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Once downloaded, double-click on the PBIT file to open it up in Microsoft Power BI Desktop and connect to your Connectorly database.
Key Tables
Description
Why is the Balance Sheet important?
It provides a quick overview of a company's financial health. A balance sheet can help investors, creditors, and other stakeholders to understand a company's financial position and potential risks.
It can help businesses to identify areas where they need to improve their financial performance. By comparing their balance sheet to previous periods or to other companies in their industry, businesses can identify areas where they can improve their profitability, liquidity, or solvency.