Credit Rating Agencies Dashboard in Google Sheets

The Credit Rating Agencies Dashboard in Google Sheets turns a log of rating actions into a six-page report: 500 sample rating actions, 4 headline KPI tiles, 18 charts and 15 slicers, all driven by native Google Sheets pivot tables. The sample book covers 6 fictional agencies, 14 fictional issuers, 8 sectors, 5 regions, a 6-grade rating scale and 10 analysts across twelve months, and the pivots already read 1,000 data rows.Credit Rating Agencies Dashboard in Google Sheets

Teams that follow rating actions usually have the record already: one row per action, with the agency, the issuer, the grade, whether it was an upgrade or an affirmation, the debt it covered, the fee billed and how long the review took. What they rarely have is the picture. This Google Sheets dashboard template draws it for you: paste your rows over the sample rows, keep the headers, and every chart on every page redraws itself.Credit Rating Agencies Dashboard in Google Sheets

Key Features of the Credit Rating Agencies Dashboard in Google Sheets

• Four headline tiles with sparklines. Rated Debt (USD M) reads $196,668 in the sample, Fee Revenue $80,124,075, Rating Actions 500 and Surveillance On-Time 84.6%. Each tile shows the twelve-month shape underneath its number.Credit Rating Agencies Dashboard in Google Sheets
• 18 charts across four analysis pages. Overview carries 5, Agencies 4, Portfolio 6 and Surveillance 3, each named for what it measures: Rated Debt by Rating Grade, Fee Revenue by Agency, Avg Days to Review by Analyst and so on.
• 15 slicers, applied per page. Month, Agency, Sector, Rating Grade, Action Type, Region, Outlook, Analyst and On-Time sit as green chips in the dark left rail. Each page keeps its own selection.Credit Rating Agencies Dashboard in Google Sheets
• An AT A GLANCE strip. Average rated debt per action ($393M), average fee per action ($160,248), average days to review (26.0), downgrades (77), upgrades (70) and issuers covered (14).
• A Search page for single records. Type an Action ID such as RA-0001 to read all 16 fields of that rating action, pulled by INDEX / MATCH from the Data tab.
• Room for 1,000 rating actions. The pivots read A1:P1001, so new rows are picked up without re-ranging anything.Credit Rating Agencies Dashboard in Google Sheets

What This Template Is, and What It Is Not

The Credit Rating Agencies Dashboard in Google Sheets is a reporting template. It summarises rated debt, fees, rating action mix, outlooks and review turnaround from a log you keep. It is not a credit rating model or methodology, it does not produce credit opinions, and nothing in it is investment advice. It is not a compliance or surveillance system for a registered agency and makes no NRSRO, SEC, ESMA or SEBI claim.

What the data model actually contains

The Data tab holds 16 columns: Action ID, Date, Agency, Issuer, Sector, Region, Rating Grade, Action Type, Outlook, Analyst, Rated Debt (USD M), Fee Revenue (USD), Days to Review, Surveillance On-Time, Month and Count. Grades are stored as 1 AAA, 2 AA, 3 A, 4 BBB, 5 BB and 6 B, where the leading digit keeps charts in strength order. Action types are New, Upgrade, Downgrade, Affirm and Withdraw; outlooks are Positive, Stable, Negative and Developing. Surveillance On-Time is a Yes / No value you enter. All agency, issuer and analyst names are fictional sample labels.Credit Rating Agencies Dashboard in Google Sheets

Dashboard Pages Explanation

Page 1: Overview, exposure mix, surveillance and turnaround

Overview opens with the four tiles, then Rated Debt by Rating Grade (2 AA holds 28.6% of the sample book and 3 A 26.9%), a Surveillance On-Time % gauge at 84.6, a Distribution of Days to Review histogram, Rating Actions by Month (May peaks at 50, March is lowest at 34) and Rated Debt by Issuer across all 14 issuers. The Top 5 Issuers by Rated Debt panel puts Juniper Telecom first at $16,856M, and the Rating Action Mix bars show Affirm at 43.0% of actions.Credit Rating Agencies Dashboard in Google Sheets

Page 2: Agencies, fee income and review speed

Agencies compares the six sample agencies. Fee Revenue by Agency ranks Apex Ratings first at $19,437,587, ahead of Dominion Credit and Beacon Credit. Avg Days to Review by Month runs from a high of 32 in March to 20 in October. Rating Actions by Agency and Type stacks New, Upgrade, Downgrade, Affirm and Withdraw per agency, and Fee Revenue against Rated Debt by Issuer plots one point per issuer.Credit Rating Agencies Dashboard in Google Sheets

Page 3: Portfolio, sector, region and grade

Portfolio shows where the rated debt sits. Rated Debt by Sector is a treemap led by Industrials, Rated Debt Share by Region puts EMEA at 33.5% and the Americas at 27.6%, and Rating Actions by Sector counts 148 actions in Industrials. Rated Debt by Region and Grade, Fee Revenue by Sector and Rated Debt by Month complete the page, with a Top 5 Sectors by Rated Debt panel below.Credit Rating Agencies Dashboard in Google Sheets

Page 4: Surveillance, workload and outlooks

Surveillance puts workload next to turnaround. Rating Actions and Avg Days to Review by Month shares one combo chart, Avg Days to Review by Analyst compares 10 analysts (the slowest near 33 days, the fastest near 20), and Outlooks Published by Month splits each month into Stable, Positive, Negative and Developing. Its lower panel repeats the Top 5 Agencies by Fee Revenue table from the Agencies page.Credit Rating Agencies Dashboard in Google Sheets

Page 5: Search, look up any rating action by ID

Search takes an Action ID and returns the whole record. Every field is an INDEX / MATCH wrapped in IFERROR, so an ID that does not exist reads “Not found” instead of #N/A. A column guide underneath explains every Data tab field.Credit Rating Agencies Dashboard in Google Sheets

Page 6: Instructions, the user guide inside the file

Six numbered steps cover loading your own actions, using the slicers, reading the headline numbers, moving around the workbook, understanding the grade labels and making the file your own.Credit Rating Agencies Dashboard in Google Sheets

Google Sheets Dashboard vs. an Excel Dashboard vs. a Paid BI Suite: Feature Comparison

For a ratings team that wants its action log summarised without paying per-seat BI licences, this Google Sheets dashboard sits in the sweet spot.

Who Should Use This Template

Perfect for:

• Team leads at boutique or regional rating firms who log rating actions in a spreadsheet and want a monthly management pack
• Credit research and fixed-income operations teams summarising the actions published on the issuers they follow
• Finance lecturers and trainers who need clearly fictional rating-action data to teach with

Not a fit if:

• You need a rating model, a scoring methodology or real credit opinions
• You are a registered agency needing regulatory record-keeping, audit trails or SEC / ESMA / SEBI reporting
• Your book runs far past 1,000 actions a year or needs a live market-data feed

Real-World Use Cases

Maya leads a six-analyst ratings desk at a regional firm. At month end she pastes the new actions into the Data tab, filters Surveillance by analyst and takes Avg Days to Review by Analyst into her team meeting. The conversation moves from “who is behind?” to “which files are slowing us down?” without anyone building a pivot by hand.

Daniel runs credit research operations at an insurer. He logs the rating actions published on the issuers his team follows, then uses Portfolio to show how that exposure splits by sector, region and grade. The committee makes the decisions; the dashboard only organises the record they read.

Priya teaches a fixed-income module. Because every agency and issuer is fictional, her students can practise reading upgrades, downgrades, affirmations and outlooks on Overview and Surveillance without discussing anyone’s real credit history.

Advantages of the Credit Rating Agencies Dashboard in Google Sheets

• One-time cost. $9.99 once, against per-seat monthly BI licences.
• Built on standard Sheets features. Pivot tables and slicers, as described in Google’s help pages on pivot tables and slicers, so anyone comfortable in Sheets can see how it works.
• Shareable by link. Colleagues open it in a browser or the Google Sheets app with no install.
• Readable in minutes. Four tiles, an AT A GLANCE strip and named charts mean a new reader is oriented before scrolling.

Opportunities for Improvement

• Headline tiles and slicers. The Instructions page lists the charts, Top 5 panel and action-mix bars as slicer-driven but does not list the four tiles or AT A GLANCE figures, so check those after filtering.
• A repeated panel. Surveillance reuses the Top 5 Agencies by Fee Revenue table from Agencies rather than a surveillance-specific table.
• Chart labels. The Surveillance combo legend shows pivot labels (“SUM of Count”, “AVERAGE of Days to Review”), the histogram axis prints bucket starts with decimals, and the sector treemap keeps Google’s default colours rather than the theme.
• A simple grade scale. Six sample grades without notches; relabel them for your own scale, keeping a leading digit.
• One currency. Rated debt is in USD millions and fees in whole US dollars, with no conversion.

Best Practices

• Never leave Action ID blank; the pivots use it to skip empty rows.
• Keep the Month label format (03 Mar) so monthly charts stay in order.
• Replace every sample row before sharing, so fictional names never mix with real records.
• Use Select all on each slicer before reading whole-book totals.
• Keep a dated copy each month if you want to compare periods side by side.

Explore Relevant Templates

The same subject is available as separate builds: the Credit Rating Agencies Dashboard in Excel, the Credit Rating Agencies Dashboard in Power BI, and the month-picker scorecard Credit Rating Agencies KPI Dashboard in Excel.

On this blog, the Investor Relations Dashboard in Google Sheets and the Accounting Firms Dashboard in Google Sheets walk through two more finance-side dashboards, and the Stock Portfolio Tracker in Google Sheets covers personal holdings. Browse every Google Sheets dashboard in the store.

Frequently Asked Questions

What does the Credit Rating Agencies Dashboard in Google Sheets track?

It tracks rated debt in USD millions, fee revenue, rating action counts and the share of surveillance reviews completed on time, cut by agency, issuer, sector, region, rating grade, action type, outlook, analyst and month across 18 charts on four analysis pages.

Are the agencies, issuers and ratings real?

No. Every agency, issuer and analyst name in the sample is fictional, and the six grades are sample labels. Nothing in the file is a credit opinion or investment advice.

Is this a rating model or a regulatory compliance system?

No. It is a reporting template. It does not calculate ratings, apply a methodology, keep regulatory records or meet NRSRO or credit rating agency rules under the SEC, ESMA or SEBI.

How does it compare with a paid BI suite?

A BI suite handles millions of rows and live connections, billed per user each month. This template costs $9.99 once, runs in a browser and suits action logs up to 1,000 rows a year.

How long does setup take?

Under 10 minutes for most users: make a copy from the PDF link, paste your rows over the sample data keeping the 16 headers, and every chart redraws.

Can I use my own rating scale?

Yes. Change the grade labels on the Data tab, keeping a leading digit on each so charts and legends still run from strongest to weakest.

About the Author

Built by PK, a Microsoft Certified Professional with 15+ years of Excel, Google Sheets and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.

Conclusion

If you already keep a log of rating actions, this dashboard is the shortest route from that log to a monthly report: six pages, 4 headline tiles, 18 charts, 15 slicers and a Search page, with fictional sample data and a clear line drawn around what it is not.

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Last updated: September 2026