Premium Template

Consolidation Benchmarking Template

Unify Your Financials: Seamless Consolidation at a Glance.

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What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

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Learn how to set up this template in the video below

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Template description

Josh from the LiveFlow team introduces a cutting-edge premium template tailored for financial consolidation. This tool is designed to streamline the process of creating a consolidated Profit and Loss (P&L) report across multiple entities. After setting up a consolidation group and mapping accounts, users can generate a one-page comprehensive snapshot showing total income, expenses, and more across companies. The template includes a unique benchmarking analysis for comparative insights and offers customizable features for a tailored financial overview.

Key features

  • Consolidated P&L Reporting: Offers a unified view of financial performance across multiple companies in your consolidation group.
  • Customizable Benchmarking Analysis: Gain insights with a dot diagram visualization and line-by-line comparison of financial statements.
  • Flexible Dashboard Controls: Easily adjust accounts and charts within the dashboard, with safeguards to maintain formula integrity.

Who can this template help?

Ideal for CFOs, finance teams, and business analysts in multi-entity organizations who need a consolidated view of financial performance to make informed strategic decisions.

Use cases

This dashboard simplifies the consolidation of Profit and Loss statements across different entities, providing a clear, customizable snapshot of financial health. By enabling users to view total income, expenses, and other key financial metrics side by side, and offering a detailed benchmarking analysis, it allows for easy comparison and analysis. With user-friendly controls to adjust financial accounts and visualization, it's designed to offer a comprehensive financial overview, making it an invaluable tool for strategic planning and performance evaluation in complex business structures.

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Get started in 3 simple steps

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1. Import the template

1. Request access

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

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