Profit and Loss

Free 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.

Create your free Databox account

Track some of the most common Profit and Loss metrics and KPIs and analyze your Profit and Loss performance with just a few clicks.

TOP Profit and Loss INTEGRATIONS
  • ProfitWell
  • HubSpot CRM
  • QuickBooks
  • FreshBooks
  • ChartMogul
Don’t see your SEO tool?
You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.
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.
QuickBooks
Stripe dashboard template provides you with insights about customer, payments, mrr, churn and more.
Stripe
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.
Xero
This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.
HubSpot CRM QuickBooks
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.
QuickBooks
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.
Xero
This dashboard allows you to track the top sources of churn for your SaaS business.
ProfitWell
Elevate SaaS decision-making with Stripe'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.
Stripe
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.
FreshBooks
Empower your e-commerce leadership with Databox's integrated Shopify, QuickBooks, and Google Analytics 4 dashboard. Gain insights into Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics, including Gross Sales, Orders, Revenue, Expenses,
Google Analytics 4 Shopify QuickBooks
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.
ProfitWell
Supercharge SaaS growth with our "SaaS MRR Drilldown" dashboard. Real-time insights on Net New MRR and more. Make informed decisions with key metrics like MRR and Revenue Retention Rate. Powered by ChartMogul for sustainable SaaS success.
ChartMogul
Supercharge SaaS growth with our "SaaS MRR Drilldown" dashboard. Real-time insights on Net New MRR and more. Make informed decisions with key metrics like MRR and Revenue Retention Rate.
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 Profitwell.
ProfitWell
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.
ProfitWell
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.
ChartMogul
Elevate decision-making, focused on the crucial Net Revenue Retention metric, it's a must-have for SaaS success. Real-time visualizations offer insights into key metrics like upgrades, downgrades, and churn.
ProfitWell
Lead with confidence using our "SaaS Leadership Dashboard" powered by ChartMogul and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
Google Analytics 4 HubSpot CRM Xero Mixpanel ChartMogul
Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.
Google Analytics 4 Shopify Xero WooCommerce
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.
ChartMogul
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.
FreshBooks
Optimize your e-commerce strategy with our BigCommerce + QB dashboard. Track Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics including Revenue, Orders, Gross Profit Margin, Expenses and Sessions data for actionable insights.
Google Analytics 4 Shopify QuickBooks BigCommerce
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.
ChartMogul
Elevate your e-commerce strategy with our BigCommerce + Xero dashboard. Track Revenue, Orders, Gross Profit Margin, Expenses, Sessions, and Add to Cart metrics for actionable insights into your business performance.
Google Analytics 4 Shopify Xero BigCommerce
Maximise e-commerce financial insights with our WooCommerce + QuickBooks dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable data-driven decisions.
Google Analytics 4 QuickBooks WooCommerce

Build custom Profit and Loss dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a Profit and Loss Dashboard?

A profit and loss dashboard is an easy-to-read visual representation of the revenue, costs, expenses, profits and losses a business incurred over a given time period.

Use the powerful insights this dashboard provides to track key financial goals and to assess a business’s ability to manage expenses, retain customers, drive sales, and revenue and ultimately generate profits.

What Should Be Included in a Profit and Loss Dashboard?

When building a profit and loss dashboard, it is important to select the right profit and loss metrics and KPIs. This will in turn, allow you to quickly identify financial bottlenecks, make better-informed business decisions and improve your bottom line.

The most important profit and loss metrics you should be tracking are:

  • Income
  • Expenses
  • Net profit
  • Gross profit margin
  • Churned customers
  • Net operating income

How to Create a Profit and Loss Dashboard

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in 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