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Must-Have Cash Flow Dashboard Examples and 12 Templates

These cash flow dashboards come pre-built with some of the most commonly tracked cash flow 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.

Top Cash Flow integrations

  • QuickBooks
  • Xero
  • ProfitWell
  • WooCommerce
  • Shopify
Xero Cash Flow Overview dashboard template preview

Xero Cash Flow Overview

Xero Balance Sheet Overview dashboard template preview

Xero Balance Sheet Overview

SaaS Key Revenue Metrics - ChartMogul dashboard template preview

SaaS Key Revenue Metrics - ChartMogul

SaaS Key Revenue Metrics - Profitwell dashboard template preview

SaaS Key Revenue Metrics - Profitwell

E-commerce Financial Dashboard (WooCommerce + Xero) dashboard template preview

E-commerce Financial Dashboard (WooCommerce + Xero)

SaaS MRR Growth - Profitwell dashboard template preview

SaaS MRR Growth - Profitwell

E-commerce Financial Dashboard (Shopify + Xero) dashboard template preview

E-commerce Financial Dashboard (Shopify + Xero)

QuickBooks Cash Flow Overview dashboard template preview

QuickBooks Cash Flow Overview

FreshBooks Cash Overview dashboard template preview

FreshBooks Cash Overview

QuickBooks Profit & Loss (P&L) dashboard template preview

QuickBooks Profit & Loss (P&L)

Stripe MRR & Churn Overview dashboard template preview

Stripe MRR & Churn Overview

E-commerce Financial Dashboard (Shopify + QuickBooks) dashboard template preview

E-commerce Financial Dashboard (Shopify + QuickBooks)

SaaS Churn Overview - Profitwell dashboard template preview

SaaS Churn Overview - Profitwell

Xero Financials Overview dashboard template preview

Xero Financials Overview

E-commerce Financial Dashboard (BigCommerce + QuickBooks) dashboard template preview

E-commerce Financial Dashboard (BigCommerce + QuickBooks)

PayPal Account Overview dashboard template preview

PayPal Account Overview

Quickbooks Income & Expenses Cash Overview dashboard template preview

Quickbooks Income & Expenses Cash Overview

QuickBooks Balance Sheet Overview dashboard template preview

QuickBooks Balance Sheet Overview

Stripe MRR & Subscriptions Overview dashboard template preview

Stripe MRR & Subscriptions Overview

E-commerce Financial Dashboard (WooCommerce + QuickBooks) dashboard template preview

E-commerce Financial Dashboard (WooCommerce + QuickBooks)

Xero Account Balance Overview dashboard template preview

Xero Account Balance Overview

QuickBooks Financials Overview dashboard template preview

QuickBooks Financials Overview

Don't see your Cash Flow tool?

You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.

Can't find the exact template? Build your own.

Build the Cash Flow dashboard your team actually needs

Create a custom view of your most important Cash Flow metrics – no coding or design skills required.

The Databox dashboard designer: a metric library beside a blank canvas, with a metric being added to it

Centralize

See every client's performance in one place

Save account managers from hours of copy-paste reporting work.

A Databox client dashboard tracking sessions, conversions, monthly goals, sales pipeline and sessions by country