Revenue

Free 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
  • QuickBooks
  • Stripe
  • Xero
  • ProfitWell
  • Help Scout Mailbox
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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
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.
Stripe
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 allows you to track all the key metrics for your company, starting from Gross Sales, Shipping costs, PayPal fees, and more.
PayPal
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 allows you to track all the key SaaS metrics for your company in real-time.
ProfitWell
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
The Customer Success dashboard template uses HelpScout and Stripe to track customer service levels versus churn rates.
Help Scout Mailbox Stripe
This dashboard allows you to track revenue from individual plans offered by your SaaS business.
ProfitWell

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

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