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
  • QuickBooks
  • Stripe
  • Xero
  • ProfitWell
  • HubSpot CRM
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
Quickbooks dashboard template provides you with insights about sales and expenses enterred in Quickbooks to stay on top of your business.
QuickBooks
Xero’s dashboard template provides you with insights about 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
This dashboard tracks all the incoming sources of revenue for your SaaS business, as well as different churn metrics.
ProfitWell
This dashboard allows you to track the top sources of churn for your SaaS business.
ProfitWell
This dashboard allows you to track revenue from individual plans offered by your SaaS business.
ProfitWell

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