Financial
Dashboard Templates

Keep track of every dollar with our financial dashboards and reporting templates.

Profit Margin Analysis (CFO Dashboard)
Dashboard

The Net Profit Margin KPI measures how effective your business is at generating profit on each dollar of revenue you bring in. This financial data analytics KPI is a measure of the profitability of the business and is instrumental in making long- and short-term financial decisions.

Learn more and get the implementation kit

Opex-to-Sales
Dashboard

Companies often spend vast amounts of money on the products they sell, incurring expenses such as marketing, storage, manufacturing and salaries of workers. To maintain profitability, it is important to verify each product’s operational expenses (Opex) to Sales ratio is as low as possible. This dashboard is used to reduce a company’s Opex to Sales ratio.

Learn more and get the implementation kit

Profit and Loss Dashboard
Dashboard

A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year. The P&L report is prepared as frequently as managers need them, usually monthly or quarterly. A P&L report goes to the manager in charge of each profit center; these confidential profit reports do not circulate outside the business.

Learn more and get the implementation kit

Retail Banking
Dashboard

Like most businesses, retail banks are constantly looking for ways to improve their revenue. Hence, these organizations measure their various sources of income in order to see which products or services have room to grow. This BI solution helps increase revenue and identify opportunities for revenue growth.

Learn more and get the implementation kit

Investment Portfolio
Dashboard

The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. The data will allow managers to change allocations on the fly as well as keep their clients informed on performance. The goals of this dashboard are to report and analyze stock trends to better allocate future investments, and to understand the market and the direction it is heading.

Learn more and get the implementation kit

Balance Sheet Analysis
Dashboard

In this BI solution we propose a method or process involving specific techniques for evaluating risks, performance, financial health, and prospects of company. It is aimed to allow employees authorized to make managerial decisions (a) to identify the current financial position of the company as of date as well as financial results for specific time frame; (b) allow to measure liquidity, profitability, leverage, recourses turnover, company-wide efficiency, and cash flow; (c) to define trends by comparing ratios across multiple periods and statement types etc.

Learn more and get the implementation kit

Personal Expenses Scorecard
Dashboard

Scorecards are used for comparing an entity to a benchmark for monitoring and measuring performance. Personal expenses are hard to keep track of due to a large number of transactions. In order for one to know in which areas it should be easier to decrease, one needs to take into consideration also the standard cost of living which is done in this case by comparing to the benchmark.

Learn more and get the implementation kit

Crowdfunding
Dashboard

For any crowdsourced-based business, tracking campaign market trends over time and uncovering drivers of success is essential for long term revenue security. Insights are used to shift resources towards promising markets and empower customers with valuable information.

Learn more and get the implementation kit

Cash Flow Statement Dashboard
Dashboard

A cash flow statement is a financial statement that provides aggregate data regarding all cash inflows a company receives from its ongoing operations and external investment sources, as well as all cash outflows that pay for business activities and investments during a given period. The cash flow statement (CFS) measures how well a company manages its cash position, meaning how well the company generates cash to pay its debt obligations and fund its operating expenses. In this dashboard, we propose the method of using Sisense BI analytics in the assessment of the Cash Flow statement.

Learn more and get the implementation kit

Profit & Loss Statement
Dashboard

The profit and loss (P&L) statement is a financial statement that summarizes the revenues, costs, and expenses incurred during a specified period, usually a fiscal quarter or year. In this BI solution, we propose a method of using Sisense for forming a P&L report based on General Ledger (accounting journal entries transactions data) and analyzing P&L records aimed to cover finance performance assessment. Assessment of financial performance is primarily based on various methods of financial analysis. The aim is to achieve the desired level of complexity in evaluating firm and its activities. In the practice of financial analysis, financial ratios are mainly used for their simplicity and additional information value. It is aimed to allow employees authorized to make managerial decisions.

Learn more and get the implementation kit

What is a financial dashboard?

A financial dashboard provides users with an instant visual representation of their financial KPIs. Sisense’s financial dashboard examples allow finance departments to track and monitor the company's expenses, profits and sales in real time as well as easily identify areas that require immediate attention. A thoroughly thought through financial dashboard reports can save your organization a lot of time and money.

Learn More About Dashboard Examples

Ready to Improve
Your Financial Reporting?