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12 Financial Dashboard Examples & Templates

Similar to the current ratio, a quick ratio greater than 1 indicates that your business can pay the current liabilities with the most liquid assets. Track your cash flow from the most popular financial management tools from our library of pre-built templates. Just download any template for free, connect your data, and get instant visualizations of things like cash received and spent, bank accounts, sales, income, and expenses. Track your profit and loss in one place from the most popular financial management tools like QuickBooks, Stripe, ProfitWell, and Xero from our library of pre-built templates.

• Turn your accounting data into business intelligence with Giddh Dashboard.
• This forecast financial dashboard example can inform your team about the right steps to take to scale or right-size your business.
• An accounting Key Performance Indicator (KPI) or metric is an explicitly defined and quantifiable measure that the accounting industry uses to gauge its overall long-term performance.
• If you want to dig deeper into the causes, you can look at the breakdown charts for costs and revenues and extract deeper conclusions about the outcome.
• Again, it needs to be looked into in more detail to determine whether this decrease is critical or not.

Using your accounting data analytics software, you can help guide them through the facets of the dashboard that can help them get where they need to be over a certain period of time. Insightsoftware is a global provider of reporting, analytics, and performance management experience wave workers solutions, empowering organizations to unlock business data and transform the way finance and data teams operate. With Certinia Financial Management you can get a full set of financial dashboards to visualize key performance indicators (KPIs) and trends in your business.

Nothing motivates like real-time revenue metrics, especially when balanced against company objectives. This easy-to-parse financial dashboard example shows your goal, your current situation, and your performance in a simple gauge. 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.

From data prep to finance reporting: 3 examples to speed up analysis

If you’re interested in our payroll software, you can start a free 30-day trial when you sign up for Wave. Try out all the features of Bold BI with 15-day free trial and get to know how it suit to your needs of embedded analytics. This webinar explores the importance of visualizing finance data and showcases how Tableau’s office of finance crunches the numbers using the product.

Our fifth example is a different take on an income statement, this time including useful forecasts for costs and income. Financial forecasting has become an invaluable practice for businesses as it provides an accurate picture of how their financial situation will look in the near future. That said, forecasting plays an integral role in developing the budget for the coming fiscal year. Bold BI’s financial performance dashboard supplies a detailed overview of a company’s key metrics. Find out how the Tableau finance analytics team automates manual processes to prepare and transform financial data to improve operational efficiencies and gain more time for strategic analysis. See all opportunities for the current period that haven’t yet been billed.

The “Income” and “Expenses” card widgets provide a quick overview of the month’s figures, but the “Expenses Breakdown” bar chart provides a detailed summary of expenses by category (advertising, rent, travel, power, etc). Further, the Profit and Loss Summary chart provides this information, along with the company’s income and cost of sales. A financial management dashboard provides you with full insights into your business’s cash flow, bank accounts, sales, and expenses entered in financial tools like Xero, Stripe, ProfitWell, and QuickBooks. A financial dashboard is a business intelligence tool that allows finance and accounting teams to visualize, track, and report on financial KPIs.

The total amount is shown by an automatic calculation of the WP ERP system. Customise your business dashboard to display the metrics that are important to you. Dashboard gives a summary of what you owe to your clients and what’s owed to you in the form of receivable and payable right on your home window.

Accounting dashboard

For instance, suppose a software development company is implementing an extensive hybrid work policy, hoping to both increase employee satisfaction and reduce energy costs. You can hone in on the goal of reducing their energy expenses and produce a metric, along with a bar graph that automatically surfaces how much they’ve spent on energy on a monthly basis. When you give them periodic updates or have meetings about other issues, you can quickly show them where they are in relation to their energy consumption goals, too. As you first get to know a client and their business model, your accounting dashboard can be the third leg of the stool—providing a more stable base for your business relationship.

What Is Accounts Payable (AP)?

This next section will help you identify which accounting KPIs you should be implementing at your company. Once you begin your QuickBooks Online plan, you can link your bank account to your dashboard. For our complete guide on connecting your bank or credit card to QuickBooks, click here.

What should be on a financial dashboard?

Track your income and expenses, easily and for free, with Wave’s accounting software. Oracle General Ledger provides a General Accounting Dashboard that highlights risks and helps to prioritize activities on the most important concerns. The dashboard pinpoints late period close activities, underperforming lines of business, excessive expenses, unreconciled accounts, and unallocated balances. Firstly, with the AR and AP card widgets at the top of the dashboard, users can see a summary of how much is owed to the company versus how much the company owes. The  AR and AP line graph displays this data over a period of six months, allowing viewers to recognize trends that may occur over time, while the bar graph at the bottom of the dashboard organizes AR and AP figures by due date. When building a financial reporting dashboard, it is important to only include metrics that are relevant to your business.

Financial Reporting Dashboard

See the financial health of your business for any given month, quarter, year, or other period, to unearth opportunities to cut costs and drive revenue. Easily spot expense and revenue trends and get a handle on net income, and cash flow, without spending hours on manual reporting. This finance dashboard example provides an easy-to-understand overview of the income statement from revenue to net profit, enhanced by relevant performance ratios. The finance dashboard centers around four important financial indicators; gross profit margin, OPEX ratio, operating profit margin, and net profit margin. Finally, the financial dashboard gives a succinct breakdown of the four financial category subcomponents of the overall income statement.

Net Profit vs Goal

These new and emerging technologies are changing the market’s scope and range of functionality—and not only are vendors taking notice, buyers are too. According to a recent Software Advice survey, an overwhelming majority of respondents said they’d prefer an accounting solution with a corresponding mobile application. This not only includes a clean and easy-to-navigate interface, but also visual representations of data and trends over time. For example, monthly profit figures represented as a single dollar amount don’t provide any understanding of organizational health on their own.

This is one of the best financial dashboards for CFOs to monitor overall performance. With the right financial reporting dashboards in place — such as revenue dashboards or general ledger dashboards — CFOs and their teams can track business-driving KPIs in real time. This up-to-the-minute tracking makes it easier to respond to changes in the business environment and take advantage of emerging opportunities.

On the other hand, if your current assets don’t exceed your current liabilities, the risk of going bankrupt is higher. You can significantly improve your cash flow by tracking the age of all your payables. This payables aging finance dashboard example surfaces pending and overdue payments. It can also help you cut costs by lowering your interest payments as you take advantage of low-interest or no-interest payment dates. You can choose from current or historical views to track improvements and gain insights into managing your payables map. With the right corporate finance dashboards in place, you’ll see revenue, costs, profit, loss, and all your other guiding stars laid out at your fingertips.