Net Worth Dashboard - Google Sheets & Excel

Get a live overview of LiveFlow Net Worth Template. The net worth of a business reflects the amount of ownership that the owners have in the company.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data connector

LiveFlow

How to duplicate this template?

1. Go to File

2. Click on Make a copy

Net Worth Dashboard - Google Sheets & Excel
LIVEFLOW ON AIR
Live Icon

Learn how to set up this template in the video below

Arrow down

Get started in 3 simple steps

Google Sheets Logo

1. Copy the template

Open the template. Click on File, then click Make a copy and save it to your drive.

Open the template
LiveFlow Logo Icon

2. Connect LiveFlow

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

Connect to LiveFlow
Google Sheets Icon

3. Make it truly yours

Personalize the template and connect live data so you don't have to update it manually.

See how

Wasting time on manually importing data?

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

What is Net Worth Dashboard?

A company's current net worth can be a good indicator of how healthy it is. If a company's net worth is negative, it may be in danger of going bankrupt. A positive net worth usually indicates that a company is doing well financially.

There are a few different ways to calculate a company's net worth. One common method is to subtract a company's liabilities from its assets. This will give you the company's net worth at that particular moment in time. Another way to calculate a company's net worth is to take its total assets and divide them by the number of shares outstanding. This will give you the book value of each share.

How Can I Monitor Company’s Net Worth?

In business, net worth can be described as equity. The balance sheet is considered a net worth statement. Net worth is used to get a complete picture of business finances. By using a net worth business or company can estimate their financial health and performance as it includes assets and liabilities because only profit could not tell any growth. Companies can track their net worth to measure their financial stability and growth potential. If the net worth is increasing, that means the company's performance has improved, and it is growing. If the net worth is decreasing, that means the company has to make a lot of changes to bring it back to its original track. Net worth gives a positive perspective on debt. If a company has more significant debts, but its assets are also much greater, then its net worth will be positive even though it may be in debt.

Why is Net Worth Important?

The net worth is the total value of the assets owned by an organization or a person minus the liabilities. In other words, net worth is what is owned by a person excluding what is owed by him\her. There are two types of net worth, positive net worth and negative net worth. When the value of the assets owned is higher than the liabilities, then it is known as positive net worth. Negative net worth happens when the total liabilities are more than the total assets.

How Do I Calculate Net Worth in Google Sheet or Excel?

The LiveFlow team has prepared the Net Worth Template in Google Sheets using the monthly balance sheet report. To import the Balance Sheet report into Google Sheets, just use the template above and change the underlying company under the “Manage reports” tab. Once done, your own Balance Sheet will be synced into Google Sheets. You can then use this data to track the company’s Net Worth and customize the dashboard.

Want to know more about LiveFlow? Book a demo call here!

Frequently Asked Questions
Is the template free?
FAQ ICON
Who built this template?
FAQ ICON
Can I share this template?
FAQ ICON
Can I get help if I need it?
FAQ ICON