Must-Have Profit and Loss Dashboard Examples and Templates
These profit and loss dashboards come pre-built with some of the most commonly tracked P&L 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.
Top Profit and Loss integrations
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)
Don't see your Profit and Loss tool?
You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Can't find the exact template? Build your own.
Build the Profit and Loss dashboard your team actually needs
Create a custom view of your most important Profit and Loss metrics – no coding or design skills required.
Centralize
See every client's performance in one place
Save account managers from hours of copy-paste reporting work.
