Customer Concentration Stress Excel Dashboard

Customer Concentration Stress — financial dashboard with editable inputs and linked analysis
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Description

FINANCIAL MODELS LAB

How much contribution disappears if the largest customer reduces orders?

Use the populated dashboard to read the result, investigate its components and explore the stated decision assumptions. The workbook keeps the source figures and calculation steps available so another reviewer can trace the same selection.

Editable Excel dashboard Working sample data Interactive financial views

See the illustrative example

Month: Oct 2026, Unit: Business services. The workbook opens with calculated sample figures and working financial charts. Each displayed amount belongs to its labelled selection and unit of measure.

Largest share
20.6%
Top five share
52.3%
Sales at risk
$28,679
Contribution at risk
$9,407

Explore the financial questions

Revenue concentration by group

Group totals support the largest and top-five shares. Individual customer concentration beyond these groups is unavailable.

Account loss stress

Apply a sales loss only to the largest customer. Use its variable contribution rate. The next four and all other customers retain their recorded sales.

Customer mix

Group totals support the largest and top-five shares. Individual customer concentration beyond these groups is unavailable.

Move between the decision views

The analytical views include Dashboard, Account loss stress, Customer mix. Start with the overview, then use the relevant driver, register or scenario view to explain a difference. Keep the reporting context consistent when comparing an amount with its source or another operating unit.

How to adapt the dashboard

Start with the short How to worksheet, which identifies the inputs, selectors and result views for this dashboard. Keep an unchanged copy of the sample before replacing its data. Enter your source values in the highlighted cells, review one reporting selection and reconcile a headline amount to your records. Change a material driver and check the result in its labelled unit. A decision assumption describes a modelled case; it does not replace the observed source figures.

Understand the calculation basis

The workbook consumes pre-ranked accounts. The next-four and remaining groups must exclude the largest customer. Apply a sales loss only to the largest customer. Use its variable contribution rate. The next four and all other customers retain their recorded sales.

For a team review, record the selected period, operating unit, source of the inputs and the case assumptions alongside the conclusion. This context helps a colleague reproduce the result and distinguish a change in the business from a change in the modelling assumptions. The included sample is illustrative rather than company reporting.