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.
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.
Stripe dashboard template provides you with insights about customer, payments, mrr, churn and more.
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.
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.
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.
This dashboard allows you to track all the key metrics for your company, starting from Gross Sales, Shipping costs, PayPal fees, and more.
This dashboard allows you to track all the key SaaS metrics for your company in real-time.
This dashboard allows you to track the top sources of churn for your SaaS business.
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.
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.
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.
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.
Optimize decisions with our SaaS LTV dashboard. Estimate customer lifetime value for strategic acquisition and retention insights. Drive SEO-optimized strategies for lasting business success, powered by Profitwell.
Optimize decisions with our SaaS LTV dashboard. Estimate customer lifetime value for strategic acquisition and retention insights. Drive SEO-optimized strategies for lasting business success, powered by ChartMogul.
No design or coding skills necessary.
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.
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:
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