Profit and Loss

Free Profit and Loss Dashboard Examples and Templates

These profit and loss dashboards come pre-built with some of the most commonly tracked P&L metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

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Track some of the most common Profit and Loss metrics and KPIs and analyze your Profit and Loss performance with just a few clicks.

TOP Profit and Loss INTEGRATIONS
  • Xero
  • ProfitWell
  • FreshBooks
  • ChartMogul
  • Google Analytics 4
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Custom dashboard

Build custom Profit and Loss dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a Profit and Loss Dashboard?

A profit and loss dashboard is an easy-to-read visual representation of the revenue, costs, expenses, profits and losses a business incurred over a given time period.

Use the powerful insights this dashboard provides to track key financial goals and to assess a business’s ability to manage expenses, retain customers, drive sales, and revenue and ultimately generate profits.

What Should Be Included in a Profit and Loss Dashboard?

When building a profit and loss dashboard, it is important to select the right profit and loss metrics and KPIs. This will in turn, allow you to quickly identify financial bottlenecks, make better-informed business decisions and improve your bottom line.

The most important profit and loss metrics you should be tracking are:

  • Income
  • Expenses
  • Net profit
  • Gross profit margin
  • Churned customers
  • Net operating income

How to Create a Profit and Loss Dashboard

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block