12 Financial Dashboard Examples & Templates

Then click through for details to gain insights that can help your teams expand on and learn from your successes. This dashboard visually represents asset distribution, liability breakdowns, and equity analysis. It streamlines financial reporting and enhances understanding of capital structure. This dashboard can act as the primary goal for your finance team as well as for the executive leadership that you report. With this type of dashboard, one can track KPIs and metrics which are important to understand the overall financial health of the organization. Among Power BI’s most powerful features is a dashboard, which employs visual representation methods to break down complex financial data into more understandable formats with an engaging style.

Welcome to F9 Finance!

It was created by phData for Tableau and automatically connects to your ERP app (e.g. Quickbooks, SAP). In short, it’s an interactive replacement for the traditional PDF reports that are generated every month/quarter or at stakeholders’ request. Finance professionals need to quickly understand how actual expenses compare to forecast for a given time period and trending over time for each expense type. A modern, integrated financial dashboard also makes it easy for them to drill into the data and gain actionable insights. Below are 12 examples that demonstrate key capabilities of a modern financial dashboard. Our robust small business accounting reports are easy to use and show month-to-month or year-to-year comparisons so you can easily identify cash flow trends.

1. The Financial Reporting dashboard provides a detailed view of the company’s financial performance over time.
2. This includes accounting data, financial statements, operational data, sales reports, and budget information.
3. In today’s business landscape, where data is increasingly recognized as a critical asset for informed decision-making, finance teams play a pivotal role as custodians of vast organizational data.
4. This can help ensure that users have access to the most relevant information at all times.
5. This way, they spend more time identifying ways to reduce costs and increase profitability and less time preparing data as they do with spreadsheets.

Revenue Dashboard Examples and Templates

Loan managers at consumer banks need interactive dashboards that contain loan portfolio data. This financial dashboard example allows them to discover how different regions, product and loan officers perform over time and drive the biggest impact on revenue and margins. Differentiating your accounting reporting offers a litany of benefits, including helping you win and retain more customers, save time, and improve decision making. Accounting dashboards can make all the difference when it comes to paypal accounting providing real-time monitoring and data access to non-technical business users who need to make important decisions daily. This financial dashboard example for a healthcare organization uses patient records, finance, and operational data to show the cost profiles of physicians.

This is one of the best financial dashboards for CFOs to monitor overall performance. The right dashboards give your team the power to spot trends, opportunities, and growing problems, and effortlessly visualize large datasets. When building a financial reporting dashboard, it is important to only include metrics that are relevant to your business. This will, in turn, allow you to quickly identify what’s working and what isn’t, and improve your strategy over time. The dashboard consists of a set of scorecards with the KPIs and two graphs depicting revenue and gross profit trends, as well as a DSO vs DPO comparison (days sales outstanding, days payable outstanding). This dashboard provides a comprehensive representation of your business’s financial performance over an extended period.

What is a Financial Dashboard?

If you are not using an automated template, you can still easily make your own dashboard automated. In this case, you will need to create a data visualization on your own, and Coupler.io will channel your financial data from the data source to your dashboard. To make the most of data analysis, it’s important to share the obtained insights and hypotheses with all the stakeholders within a company. In this particular example, to make these findings actionable, it would be necessary to bring together the finance, sales, and marketing teams to devise a comprehensive strategy for the next year.

For example, add or remove metrics, connect more sources, add new charts, change colors, and so on. While detailed reports allow you to conduct in-depth analysis, high-level overviews can also be useful for certain purposes. For example, the dashboard shown below was built by Coupler.io’s data analytics team for PlumbBooks, a company offering bookkeeping services. Their clients wanted to have a financial report that would allow them to monitor their revenue and profit in a simple what should petty cash funds be used for and understandable format.

Following up on unpaid invoices is a common best practice for improving cash flows. This is the best financial dashboard example to track overdue receivables and surface customers who need more attention from your team. For example, a custom financial dashboard that shows billing aging by customer can make it easy to automate follow-ups on overdue bills and improve cash flow. A project-net-profit dashboard helps to highlight the profitability of each active project. That added clarity can spotlight the projects that deserve more resources and the ones that need attention.

A CFO dashboard needs to integrate data from multiple systems to give a complete picture of an organization’s performance. Amongst the major drawbacks of accounting, as it has been practiced historically, is the long time it takes to generate accounting reports, and find meaningful insights within them. The gap between searching for those insights and actually getting them leaves managers with very little time, and a lot of headaches, to drive meaningful invested capital change in their businesses. Once the dashboard is complete, it’s important to ensure that all users in each business unit have adequate training.

The dashboard also includes a comprehensive overview of profit and loss, income, products, and invoices. Some of the most common types of finance dashboards are profit and loss statements, balance sheets, cash flows, budget trackers, and expense reports. Each type of dashboard focuses on a different aspect of business performance and provides detailed insights into different areas of your business. The Financial Performance dashboard provides a detailed view of the company’s business performance.