Dashboard Examples / Financial / Profit and Loss
Profit and Loss

Must-Have 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
  • QuickBooks
  • BigCommerce
  • FreshBooks
  • ChartMogul
  • Xero
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Dashboard example

Quickbooks Income & Expenses Cash Overview

Quickbooks dashboard template provides you with insights about cash flow, bank accounts, sales and expenses enterred in Quickbooks to stay on top of your business.

Dashboard example

Stripe MRR & Subscriptions Overview

Stripe dashboard template provides you with insights about customer, payments, mrr, churn and more.

Dashboard example

Xero Account Balance Overview

Xero’s dashboard template provides you with insights about cash flow, bank accounts, sales and expenses entered in Xero to stay on top of your business.

Dashboard example

QuickBooks Financials Overview

Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.

Dashboard example

QuickBooks + HubSpot CRM: Financial Performance

This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.

Dashboard example

Xero Financials Overview

Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.

Dashboard example

SaaS Key Revenue Metrics for Decision-makers - Stripe

Elevate SaaS decision-making with Stripe's "SaaS Key Revenue Metrics" Databox. Gain real-time insights, drive data-driven decisions, and foster team collaboration. Stay competitive and achieve success in the dynamic world of SaaS.

Dashboard example

QuickBooks Profit & Loss (P&L)

Dashboard example

Xero Profit & Loss (P&L)

The Xero Profit & Loss (P&L) Overview dashboard provides a detailed view of income, expenses, gross profit, and net profit trends. It includes net profit breakdowns by type and visual comparisons of revenue vs. expenses over time.

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SaaS Churn Overview - Profitwell

This dashboard allows you to track the top sources of churn for your SaaS business.

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QuickBooks Cash Flow Overview

The QuickBooks Cash Flow Overview dashboard provides a snapshot of net cash flow, bank balance, open and overdue invoices, and cash flow from operating, financing, and investing activities. It helps track financial health and cash movements.

Dashboard example

QuickBooks Balance Sheet Overview

The QuickBooks Balance Sheet Overview dashboard provides a real-time snapshot of assets, liabilities, and equity. It includes key financial metrics like liquidity, efficiency, solvency. Ideal for monitoring financial stability and performance.

Dashboard example

FreshBooks Cash Overview

Optimize your financial strategy with our FreshBooks integration dashboard template. Seamlessly oversee key metrics such as Gross Profit, Net Profit, Total Clients, Expenses, Income by Category, and more.

Dashboard example

E-commerce Financial Dashboard (Shopify + QuickBooks)

Empower your e-commerce leadership with Databox's integrated Shopify, QuickBooks, and Google Analytics 4 dashboard. Gain insights into Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics, including Gross Sales, Orders, Revenue, Expenses,

Dashboard example

SaaS Key Revenue Metrics - Profitwell

Elevate SaaS decision-making with ProfitWell's "SaaS Key Revenue Metrics" Databox. Gain real-time insights, drive data-driven decisions, and foster team collaboration. Stay competitive and achieve success in the dynamic world of SaaS.

Dashboard example

Xero Balance Sheet Overview

The Xero Balance Sheet Overview dashboard provides insights into assets, liabilities, and equity trends. It includes key financial metrics like liquidity, solvency, and profitability ratios, along with a breakdown of current assets and liabilities.

Dashboard example

SaaS Key Revenue Metrics - ChartMogul

Elevate SaaS decision-making with ChartMogul's "SaaS Key Revenue Metrics" Databox. Gain real-time insights, drive data-driven decisions, and foster team collaboration. Stay competitive and achieve success in the dynamic world of SaaS.

Dashboard example

E-commerce Financial Dashboard (WooCommerce + Xero)

Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.

Dashboard example

SaaS MRR Growth - Profitwell

Optimize leadership insights with the "SaaS MRR Drilldown for Weekly Monitoring" dashboard. Focused on key revenue metrics like Net New MRR and Net New Customers, it offers simple, numerical visualizations for a comprehensive view of your growth.

Dashboard example

SaaS MRR Growth - ChartMogul

Optimize leadership insights with the "SaaS MRR Drilldown for Weekly Monitoring" dashboard. Focused on key revenue metrics like Net New MRR and Net New Customers, it offers simple, numerical visualizations for a comprehensive view of your growth.

Dashboard example

E-commerce Financial Dashboard (BigCommerce + QuickBooks)

Optimize your e-commerce strategy with our BigCommerce + QB dashboard. Track Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics including Revenue, Orders, Gross Profit Margin, Expenses and Sessions data for actionable insights.

Dashboard example

E-commerce Financial Dashboard (WooCommerce + QuickBooks)

Optimize e-commerce with our WooCommerce + QuickBooks dasboad. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses and Cash Flow metrics for actionable insights

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

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

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

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block

Explore even more Financial dashboard templates

Revenue
Revenue Dashboard Templates
Expenses
Expenses Dashboard Templates
Cash Flow
Cash Flow Dashboard Templates