Lesson ProgressPhase 4 of 6
Phase 4Independent Practice
Independent Practice: Integration & Dashboard: Decision-Ready Three‑Statement Model
Integration mastery using dataset with Base/Stretch/Downside scenarios and KPI targets
🎯 Phase 4: Independent Practice
Integration Mastery Challenges
Download the integration dataset and build a scenario‑driven dashboard. Your visuals and KPIs must update live when you switch scenarios. Include an executive summary box that flips messages based on thresholds.
Your Build Goals
- Scenario switch by name (Base, Stretch, Downside)
- Charts linked to Table columns (auto‑expanding)
- Exact‑match lookups with IFNA/IFERROR guards
- Exec summary tied to thresholds: runway, margin, break‑even, cash coverage
- Validation flags: stale date, missing driver, out‑of‑range rates
Three‑Statement Dashboard (Student Build Preview)
Comprehensive financial overview and key metrics
Total Revenue
$116,000
+12.5%
Net Profit
$25,000
+8.3%
Cash Flow
$23,100
-2.1%
Profit Margin
21.6%
+1.8%
Revenue vs Expenses
Monthly financial performance comparison
Account Balances
Current account balances distribution
Cash Flow Analysis
Monthly cash flow and profit tracking
Profit Margin Analysis
Monthly profit margin percentage
Financial Summary
Quick overview of key financial metrics
$116,000
Total Revenue (6 months)
$91,000
Total Expenses (6 months)
$25,000
Net Profit (6 months)
Self‑Assessment Checklist
- Scenario toggle changes KPIs and charts instantly
- Charts still work after adding 10 new rows
- No #N/A errors; friendly messages appear for missing names
- Exec summary communicates a clear decision in one sentence
- Validation flags are visible without clicking into cells