Product Contribution Portfolio Excel Dashboard

Product Contribution Portfolio — financial dashboard with editable inputs and linked analysis
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Description

FINANCIAL MODELS LAB

Why did a SKU lose contribution despite selling more units?

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: Steel bottle. The workbook opens with calculated sample figures and working financial charts. Each displayed amount belongs to its labelled selection and unit of measure.

SKU contribution
$46,507
Contribution / unit
$13.08
Contribution margin
45.1%
Net units sold
3,555
Unit volume effect
($1,717)

Explore the financial questions

Net realized sales to unit contribution

A SKU-level change bridge separates volume from contribution per unit. The portfolio comparison uses the ratio of summed contribution to summed net sales.

SKU unit contribution

Net sale/unit minus product, packaging and commission per unit gives contribution/unit. Compare month with matched prior period.

Selected-month operating comparison

Compare the observed results using each unit’s own denominator.

Move between the decision views

The analytical views include Dashboard, Driver detail, Portfolio removal case. 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

No shared fixed overhead is allocated. A negative contribution is valid. Across SKUs, sum contribution and sales before computing portfolio margin. Other SKUs are unchanged. Zero retention drops the selected SKU entirely. Shared fixed costs are excluded and units are rounded to whole items.

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.