Financial
Dashboard Templates

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

Dashboard Examples

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.

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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.

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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.

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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.

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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.

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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.

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