Financial

Free Financial Dashboard 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 Dashboard Examples and Templates

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 for free, 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.

Revenue Dashboard Examples and Templates

Track your revenue from the most popular financial management tools from our library of pre-built templates. Just download any template for free, connect your data, and get instant visualizations of things like recurring revenue, new recurring revenue, churn by type, MRR changes by type, and more.

Expenses Dashboard Examples and Templates

Track your expenses from the most popular financial management tools from our library of pre-built templates. Just download any template for free, 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.

Cash Flow Dashboard Examples and Templates

Track your cash flow from the most popular financial management tools from our library of pre-built templates. Just download any template for free, connect your data, and get instant visualizations of things like cash received and spent, bank accounts, sales, income, and expenses.

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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.

What Is a Financial Dashboard?

A financial management dashboard provides you with full insights into your business’s cash flow, bank accounts, sales, and expenses entered in financial tools like Xero, Stripe, ProfitWell, and QuickBooks.

By leveraging a financial reporting dashboard you can synthesize disparate financial and accounting data which enables deeper data exploration and ultimately helps you gain insights that will reduce financial costs and improve overall business profitability.

What Should Be Included in a Financial Reporting Dashboard?

When building a financial reporting dashboard, it is important to only include metrics that are relevant to your business. This will, in turn, allow you to quickly identify what’s working and what isn’t, and improve your strategy over time.

The most important financial metrics you should be tracking are:

  • Cash received
  • Cash spent
  • Cash surplus
  • Closing balance
  • Expenses
  • Cash flow
  • MRR and ARR
  • Revenue churn
  • Net profit
  • Gross profit margin

How to Create a Financial Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few 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

Haven’t found what you’re looking for?

Whether you are looking for client reporting dashboards, agency dashboards, marketing dashboards, or sales dashboards, Databox can help you build them.

Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

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