Dashboard Examples / Financial / Revenue
Revenue

Must-Have Revenue Dashboard Examples and Templates

These revenue dashboards come pre-built with some of the most commonly tracked revenue 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.

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

TOP Revenue INTEGRATIONS
  • Shopify
  • BigCommerce
  • QuickBooks
  • FreshBooks
  • ChartMogul
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Dashboard example

Quickbooks Income & Expenses Cash Overview

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.

Dashboard example

Stripe MRR & Subscriptions Overview

Stripe dashboard template provides you with insights about customer, payments, mrr, churn and more.

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Xero Account Balance Overview

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.

Dashboard example

Stripe MRR & Churn Overview

The Stripe MRR + Churn dashboard template helps you monitor your churn rate and track the growth of MRR. It ensures you are retaining customers as you acquire new ones.

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E-commerce Sales Performance - Shopify

Elevate your Shopify store with Databox's E-commerce Sales Performance template. Gain insights on Total Sales, Orders, Gross/Net Sales, and Average Order Value empower data-driven decisions, fostering growth and maximizing revenue.

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QuickBooks Financials Overview

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.

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PayPal Account Overview

This dashboard allows you to track all the key metrics for your company, starting from Gross Sales, Shipping costs, PayPal fees, and more.

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QuickBooks + HubSpot CRM: Financial Performance

This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.

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Xero Financials Overview

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.

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ProfitWell Revenue and Customer Overview

This dashboard allows you to track all the key SaaS metrics for your company in real-time.

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SaaS Key Revenue Metrics for Decision-makers - Stripe

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.

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QuickBooks Profit & Loss (P&L)

Dashboard example

Xero Profit & Loss (P&L)

The Xero Profit & Loss (P&L) Overview dashboard provides a detailed view of income, expenses, gross profit, and net profit trends. It includes net profit breakdowns by type and visual comparisons of revenue vs. expenses over time.

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SaaS Churn Overview - Profitwell

This dashboard allows you to track the top sources of churn for your SaaS business.

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QuickBooks Cash Flow Overview

The QuickBooks Cash Flow Overview dashboard provides a snapshot of net cash flow, bank balance, open and overdue invoices, and cash flow from operating, financing, and investing activities. It helps track financial health and cash movements.

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Customer Success Dashboard

The Customer Success dashboard template uses HelpScout and Stripe to track customer service levels versus churn rates.

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FreshBooks Cash Overview

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.

Dashboard example

Xero Cash Flow Overview

This dashboard provides insights into net cash flow, bank balances, cash inflows and outflows, and key cash flow metrics like days payable/receivable and outstanding payments. It helps businesses monitor liquidity and optimize financial planning.

Dashboard example

E-commerce Sales Performance - WooCommerce

Maximize your WooCommerce store's potential with Databox's E-commerce Sales Performance template. Track key metrics like Total Sales, Orders, Refunds, Net Sales, and Average Order Value for data-driven insights that fuel growth.

Dashboard example

E-commerce Financial Dashboard (Shopify + Xero)

Optimize your e-commerce strategy with our Shopify & Xero dashboard. Monitor Orders, Gross Sales, Net Sales, Average Order Value, and Cash Flow for comprehensive insights into sales performance and revenue.

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E-commerce Financial Dashboard (Shopify + QuickBooks)

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,

Dashboard example

Stripe SaaS MRR Growth

The Stripe SaaS MRR Growth dashboard tracks MRR, net new customers, churn rate, and revenue trends. It provides insights into MRR breakdowns (new, upgrade, churn MRR), helping SaaS businesses optimize subscription growth and retention.

Dashboard example

SaaS Key Revenue Metrics - Profitwell

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.

Dashboard example

SaaS Key Revenue Metrics - ChartMogul

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.

Dashboard example

E-commerce Sales Performance - BigCommerce

Maximize BigCommerce potential with Databox's E-commerce Sales Performance template. Monitor Revenue, Orders, Total Customers, Average Order Value, and Revenue by Product. Propel growth through actionable insights.

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E-commerce Financial Dashboard (WooCommerce + Xero)

Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.

Dashboard example

SaaS MRR Growth - 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.

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SaaS MRR Growth - ChartMogul

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.

Dashboard example

E-commerce Financial Dashboard (BigCommerce + QuickBooks)

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.

Dashboard example

E-commerce Financial Dashboard (WooCommerce + QuickBooks)

Optimize e-commerce with our WooCommerce + QuickBooks dasboad. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses and Cash Flow metrics for actionable insights

Custom dashboard

Build custom Revenue dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a Revenue Dashboard?

A revenue dashboard provides you with a complete overview of your business’s revenue activity and sources over a period of time.

With this dashboard, you’ll be able to track growth or decline in the revenue generated by your company in real-time, monitor progress against set revenue goals, and assess the effectiveness of your revenue strategy (i.e plan to generate new sales, increase your recurring revenue, prevent customer churn etc).

What Should Be Included in a Revenue Dashboard?

Your revenue goals should determine the revenue metrics you include in your revenue dashboard. 

When creating a revenue dashboard, it is crucial to highlight only the metrics that matter to your business, by doing so, you’ll be able to easily measure the profitability of your business, identify what’s working and what isn’t, review and improve your revenue strategy, make more accurate revenue forecasts, and avoid financial penalties.

The most important revenue metrics you should be tracking are:

  • Growth rate
  • Gross volume
  • New customers
  • MRR
  • Active subscriptions
  • Churn overview

How to Create a Revenue Dashboard

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

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

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block

Explore even more Financial dashboard templates

Profit and Loss
Profit and Loss Dashboard Templates
Expenses
Expenses Dashboard Templates
Cash Flow
Cash Flow Dashboard Templates