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Commodities Trading Dashboard in Excel

Original price was: ₹3,689.10.Current price is: ₹1,349.10.

📊 Analyze commodity trading performance with the Commodities Trading Dashboard in Excel — a ready-to-use solution for traders and analysts.

✔ Track trade value, brokerage & PnL
✔ Monitor settlement progress
✔ Analyze counterparties & regions
✔ Identify monthly trading trends
✔ Interactive filters & KPI cards
✔ Automated Excel analytics
✔ Easy customization
✔ Professional visual reporting

Perfect for modern commodity trading operations

In today’s fast-moving financial markets, commodities trading demands speed, precision, and data-driven decision-making. Traders, brokers, and financial analysts must continuously monitor trade values, brokerage costs, settlement progress, and profit & loss performance to remain competitive. However, many trading organizations still rely on scattered spreadsheets and manual reporting systems, which often result in delayed insights and inefficient performance tracking.

The Commodities Trading Dashboard in Excel is a ready-to-use analytical solution designed to transform raw trading data into meaningful visual insights. Built entirely in Microsoft Excel, this dashboard enables users to analyze commodity trading performance through interactive charts, KPI indicators, and dynamic filters — all within a centralized reporting environment.

Instead of reviewing lengthy transaction reports manually, users can instantly evaluate trading outcomes, profitability trends, brokerage expenses, and settlement status. Consequently, traders gain better control over operations while improving decision-making speed and accuracy.

This dashboard leverages Excel’s powerful capabilities such as Pivot Tables, slicers, structured tables, and automated calculations. Because Excel is widely used across financial organizations, implementation becomes quick and cost-effective without requiring additional software investments.

The dashboard organizes trading analytics into multiple structured pages connected through an intuitive Page Navigator. Each analytical page focuses on a specific trading dimension, allowing users to move seamlessly from high-level summaries to detailed performance analysis.

Whether managing commodity futures, spot contracts, or forward trading activities, this dashboard provides complete visibility into trading performance. As a result, organizations improve profitability tracking, reduce operational risks, and optimize trading strategies.


📊 Key Features of Commodities Trading Dashboard in Excel

📈 Centralized Trading Performance Monitoring
Track all commodity trading metrics in one dashboard.

🎯 Interactive KPI Cards
Quickly understand trading performance at a glance.

🔎 Dynamic Slicers & Filters
Analyze data instantly by trader, region, or contract type.

💰 Profit & Loss Analysis
Monitor profitability across counterparties and markets.

📅 Monthly Trend Analysis
Identify seasonal trading patterns and performance trends.

🤝 Counterparty Performance Insights
Evaluate trading partner profitability and exposure.

📊 Settlement Monitoring
Track in-progress settlement percentages easily.

Automatic Dashboard Updates
Charts refresh automatically after data updates.


📦 Dashboard Structure – What’s Inside

The Commodities Trading Dashboard includes five analytical pages along with supporting sheets.


🔹 1. Overview Page – Central Trading Control Panel

Commodities Trading Dashboard
Commodities Trading Dashboard

The Overview page provides a complete snapshot of trading performance.

Key Elements

  • Right-side slicers for dynamic filtering

  • Four KPI cards

  • Interactive charts

Charts Included

  • Total Trade by Contract Type

  • In-Progress Settlement %

  • Total Trade by Exchange

  • Brokerage by Trader Name

This page allows traders to quickly assess overall trading activity and operational health.


🔹 2. Counterparty Analysis – Trading Relationship Insights

Analyzes performance across trading partners.

Charts Included

  • Quantity (Tons) by Counterparty

  • Trade Value by Counterparty

  • Brokerage by Counterparty

  • Profit & Loss by Counterparty

Helps identify profitable counterparties and risk exposure levels.


🔹 3. Contract Type Analysis – Strategy Evaluation

Evaluates performance across contract structures.

Charts Included

  • Trade Value by Contract Type

  • Brokerage by Contract Type

  • PnL by Contract Type

  • Settlement % by Contract Type

Supports optimization of trading strategies based on contract performance.


🔹 4. Region Analysis – Geographic Profitability

Compares trading outcomes across regions.

Charts Included

  • Trade Value by Region

  • Brokerage by Region

  • Profit & Loss by Region

  • Settlement % by Region

Enables regional market comparison and performance evaluation.


🔹 5. Month Analysis – Time-Based Performance Trends

Tracks trading performance over time.

Charts Included

  • Trade Value by Month

  • Brokerage by Month

  • Total Trade by Month

Helps detect seasonal trends and forecast trading performance.


🧾 Supporting Sheets

✅ Data Sheet

Primary input area where users enter:

  • Trade transactions

  • Brokerage details

  • Settlement status

  • Trader and counterparty information

✅ Support Sheet

Handles backend calculations, lookup tables, and automation logic.


🛠️ How to Use the Dashboard

1️⃣ Enter trading data into the Data Sheet.
2️⃣ Update trading dimensions (contract, region, trader, etc.).
3️⃣ Refresh Pivot Tables if required.
4️⃣ Use slicers to filter analysis.
5️⃣ Review KPI cards and charts for insights.

No advanced Excel expertise is required.


👥 Who Can Use This Dashboard

Ideal for:

✔ Commodity Traders
✔ Brokerage Firms
✔ Trading Analysts
✔ Financial Institutions
✔ Risk Managers
✔ Commodity Trading Companies
✔ Investment & Trading Teams


🚀 Business Benefits

Organizations using this dashboard can:

✅ Monitor trading profitability instantly
✅ Control brokerage expenses effectively
✅ Track settlement risks proactively
✅ Improve trading strategy decisions
✅ Reduce manual reporting effort
✅ Gain centralized trading visibility

Ultimately, the dashboard helps traders shift from reactive reporting to proactive performance management.


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Application

MS Excel

Price

Paid

Template Type

Dashboard

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Commodities Trading Dashboard in ExcelCommodities Trading Dashboard in Excel
Original price was: ₹3,689.10.Current price is: ₹1,349.10.
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