Cash Flow

Free Cash Flow Dashboard Examples and 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.

Create your free Databox account

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

TOP Cash Flow INTEGRATIONS
  • QuickBooks
  • Stripe
  • Xero
  • ProfitWell
  • PayPal
Don’t see your SEO tool?
You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.
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.
QuickBooks
Stripe dashboard template provides you with insights about customer, payments, mrr, churn and more.
Stripe
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.
Xero
The Stripe MRR + Churn dashboard template helps you monitor your churn rate and track the growth of MRR. It ensures you are retaining customers as you acquire new ones.
Stripe
Quickbooks dashboard template provides you with insights about sales and expenses enterred in Quickbooks to stay on top of your business.
QuickBooks
Xero’s dashboard template provides you with insights about sales and expenses entered in Xero to stay on top of your business.
Xero
This dashboard allows you to track all the key metrics for your company, starting from Gross Sales, Shipping costs, PayPal fees, and more.
PayPal
This dashboard allows you to track all the key SaaS metrics for your company in real-time.
ProfitWell
This dashboard tracks all the incoming sources of revenue for your SaaS business, as well as different churn metrics.
ProfitWell
This dashboard allows you to track the top sources of churn for your SaaS business.
ProfitWell
This dashboard allows you to track revenue from individual plans offered by your SaaS business.
ProfitWell

Build custom Cash Flow dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a Cash Flow Dashboard?

A cash flow dashboard allows you to track and manage the money flowing in and out of your business over a period of time.

Use this dashboard to determine the financial status of your business, and to quickly identify issues that might impact your business’s cash flow and turnover.

What Should Be Included in a Cash Flow Dashboard?

When building a cash flow dashboard, it is important to select the right cash flow metrics and KPIs. This will in turn, allow you to quickly identify what’s working and what isn’t, see where your money goes, make better-informed decisions, and ultimately improve the financial health of your business.

The most important cash flow metrics you should be tracking are:

  • Expenses
  • Revenue pipeline
  • Closed lost amount
  • Open invoice amount
  • Expenses
  • Profitability

How to Create a Cash Flow 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