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.
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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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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.
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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.
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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.
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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.
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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.
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Stock Trader Dashboard
Dashboard
For stock traders looking to keep a high level view of the market in order to identify, analyze, and react to changes in the market.
Learn more and get the implementation kitWhat 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.