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 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.
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.
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:
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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