30+ Must-Have Financial Dashboard Examples and Templates
All project management dashboard templates come pre-built with some of the most commonly tracked metrics from the most popular financial management tools. You can customize your templates at any time.
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Explore Financial dashboards for every purpose
Profit and Loss
Track your profit and loss in one place from the most popular financial management tools like QuickBooks, Stripe, ProfitWell, and Xero from our library of pre-built templates. Just download any template, connect your data, and get instant visualizations of things like net profit, profit and net margin, income and expenses by month, gross profit, churn, and more.
22 templates
Xero Balance Sheet Overview
SaaS Key Revenue Metrics for Decision-makers - Stripe
Quickbooks Income & Expenses Cash Overview
SaaS MRR Growth - ChartMogul
SaaS Key Revenue Metrics - ChartMogul
SaaS Key Revenue Metrics - Profitwell
E-commerce Financial Dashboard (WooCommerce + Xero)
E-commerce Financial Dashboard (WooCommerce + QuickBooks)
Xero Account Balance Overview
SaaS MRR Growth - Profitwell
QuickBooks Financials Overview
QuickBooks Cash Flow Overview
FreshBooks Cash Overview
QuickBooks Profit & Loss (P&L)
Xero Profit & Loss (P&L)
QuickBooks + HubSpot CRM: Financial Performance
E-commerce Financial Dashboard (Shopify + QuickBooks)
SaaS Churn Overview - Profitwell
QuickBooks Balance Sheet Overview
Xero Financials Overview
Stripe MRR & Subscriptions Overview
E-commerce Financial Dashboard (BigCommerce + QuickBooks)
Revenue
Track your revenue from the most popular financial management tools from our library of pre-built templates. Just download any template, connect your data, and get instant visualizations of things like recurring revenue, new recurring revenue, churn by type, MRR changes by type, and more.
29 templates
Xero Cash Flow Overview
SaaS Key Revenue Metrics for Decision-makers - Stripe
Quickbooks Income & Expenses Cash Overview
SaaS MRR Growth - ChartMogul
SaaS Key Revenue Metrics - ChartMogul
SaaS Key Revenue Metrics - Profitwell
E-commerce Financial Dashboard (WooCommerce + Xero)
E-commerce Financial Dashboard (WooCommerce + QuickBooks)
Xero Account Balance Overview
SaaS MRR Growth - Profitwell
E-commerce Financial Dashboard (Shopify + Xero)
Customer Success Dashboard
QuickBooks Financials Overview
E-commerce Sales Performance - WooCommerce
QuickBooks Cash Flow Overview
FreshBooks Cash Overview
Stripe SaaS MRR Growth
QuickBooks Profit & Loss (P&L)
Xero Profit & Loss (P&L)
QuickBooks + HubSpot CRM: Financial Performance
Stripe MRR & Churn Overview
E-commerce Financial Dashboard (Shopify + QuickBooks)
SaaS Churn Overview - Profitwell
E-commerce Sales Performance - BigCommerce
Xero Financials Overview
E-commerce Sales Performance - Shopify
Stripe MRR & Subscriptions Overview
E-commerce Financial Dashboard (BigCommerce + QuickBooks)
PayPal Account Overview
Expenses
Track your expenses from the most popular financial management tools from our library of pre-built templates. Just download any template, connect your data, and get instant visualizations of things like cash received, cash spent, cash surplus, closing balance, net assets, net profit margin, profit, and more.
18 templates
SaaS Key Revenue Metrics for Decision-makers - Stripe
Quickbooks Income & Expenses Cash Overview
SaaS MRR Growth - ChartMogul
SaaS Key Revenue Metrics - ChartMogul
SaaS Key Revenue Metrics - Profitwell
E-commerce Financial Dashboard (WooCommerce + Xero)
E-commerce Financial Dashboard (WooCommerce + QuickBooks)
Xero Account Balance Overview
SaaS MRR Growth - Profitwell
QuickBooks Financials Overview
QuickBooks Cash Flow Overview
FreshBooks Cash Overview
QuickBooks Profit & Loss (P&L)
Xero Profit & Loss (P&L)
E-commerce Financial Dashboard (Shopify + QuickBooks)
Xero Financials Overview
E-commerce Financial Dashboard (BigCommerce + QuickBooks)
PayPal Account Overview
Cash Flow
Track your cash flow from the most popular financial management tools from our library of pre-built templates. Just download any template, connect your data, and get instant visualizations of things like cash received and spent, bank accounts, sales, income, and expenses.
22 templates
Xero Cash Flow Overview
Xero Balance Sheet Overview
Quickbooks Income & Expenses Cash Overview
SaaS Key Revenue Metrics - ChartMogul
SaaS Key Revenue Metrics - Profitwell
E-commerce Financial Dashboard (WooCommerce + Xero)
E-commerce Financial Dashboard (WooCommerce + QuickBooks)
Xero Account Balance Overview
SaaS MRR Growth - Profitwell
E-commerce Financial Dashboard (Shopify + Xero)
QuickBooks Financials Overview
QuickBooks Cash Flow Overview
FreshBooks Cash Overview
QuickBooks Profit & Loss (P&L)
Stripe MRR & Churn Overview
E-commerce Financial Dashboard (Shopify + QuickBooks)
SaaS Churn Overview - Profitwell
QuickBooks Balance Sheet Overview
Xero Financials Overview
Stripe MRR & Subscriptions Overview
E-commerce Financial Dashboard (BigCommerce + QuickBooks)
PayPal Account Overview
Turn your dashboards into a report worth reading
Combine the dashboards you track into one report, add the narrative of what changed and why, and send it on a schedule, so leadership and clients get a recap they actually read.
More Dashboard Examples and Templates
Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Here are just a few examples of the departments and industries that use our pre-built templates on a daily basis to improve performance.