Monthly Financial Reporting
Present revenue versus expenses alongside the resulting profit margin in a single chart for board decks or management reports. Stakeholders instantly see both scale and efficiency.
AI Chart Template
Combo Chart Template for Revenue & Margin Analysis
Combine bar and line series on dual axes to reveal both volume and performance trends in a single, compelling view.
Chart preview
Combo Chart Template for Revenue & Margin Analysis
Combine bar and line series on dual axes to reveal both volume and performance trends in a single, compelling view.
Monthly Revenue ($K)12 items
Monthly Expenses ($K)12 items
Profit Margin (%)12 items
Template
What This Template Offers
A ready-to-use combo chart that layers monthly revenue and expense bars alongside a profit margin line — all on a dual-axis layout that makes comparisons effortless.
- Grouped bar series for revenue and expenses plotted on the left axis
- Overlay line series for profit margin tracked on the right axis
- Dual Y-axes with clearly labeled left (Amount $K) and right (Profit Margin %) scales
- Smooth monotone curve for trend readability with configurable dot markers
- Full 12-month dataset with grid, legend, and tooltips enabled by default
Use cases
Perfect Use Cases
Sales Performance Dashboards
Track sales volume as bars while a line monitors conversion rate or average deal size. Spot the months where volume spiked but margin dropped — or vice versa.
Budget vs. Actuals Review
Plot budgeted and actual spend as grouped bars, then overlay a variance percentage line so finance teams can identify over- and under-spend at a glance.
Marketing ROI Analysis
Show campaign spend and attributed revenue as bars with a line tracking return on ad spend (ROAS), making it easy to justify or reallocate marketing budgets.
Customize
How to Customize
Replace the data
Click any cell in the data table to type your own category labels and values, or paste directly from a spreadsheet. Add or remove months, quarters, or categories as needed.
Adjust series and axes
Use the Series Settings panel to switch any series between Bar, Line, or Area types, reassign it to the left or right Y-axis, and pick brand-matching colors with the color picker.
Refine display settings
Tune bar size, gap, line width, dot size, and curve type in General Settings. Toggle the right axis label, grid lines, legend position, and tooltips in Display and Axis Settings.
Key Benefits
- Saves setup time — dual-axis configuration is pre-built and ready to use
- Tells a richer story by combining volume (bars) and rate (line) in one view
- Reduces chart clutter — no need for separate charts for related metrics
- Professionally styled with balanced colors that differentiate series clearly
Pro Tips
- Assign percentage or rate metrics to the right axis and absolute values to the left to prevent scale distortion between series.
- Use the 'Smooth' curve type for trend lines to de-emphasize minor fluctuations and highlight overall direction.
- Limit combo charts to 2-3 series — adding more series quickly overwhelms viewers and obscures the key insight.
Start now
Create Your Own Combo Chart
Drop in your data and get a polished dual-axis combo chart in seconds — no design skills needed.
or upload your data file
- Free to start
- No sign-up required
- AI-powered
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Templates
Start with professionally designed templates
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Free combo chart template combining bars and a line overlay. Visualize monthly revenue, sales targets, and growth rate — no Excel formulas needed.
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Stacked Combo Chart Template: Revenue & Growth at a Glancecombo-chartTrack multi-product revenue and growth rate in one chart. Free stacked combo chart template with bars and a line overlay — no design skills needed.