Financial Dashboard Templates & Examples

1. Financial Statements

Companies are responsible for providing three main reports on their cash flows, profit-generating operations, and overall financial conditions as part of their final statement: the cash flow statement, income statement, and balance sheet. FineReport helps automate the process of these three types of financial statements. It is easy to export or print the financial statements in various formats, such as Excel, PDF, PNG, etc., or schedule reports sending via email.

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2. Dupont Analysis Dashboard

Dupont analysis is to analyze the enterprise's financial condition by ROI, which consists of three parts: profit margin, asset turnover, and equity multiplier. FineReport makes it easy to realize the Dupont analysis model. You can also drill down to see the details and find how companies can increase their return for investors in-depth.

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3. Financial Performance Dashboard

The financial performance dashboard gives you an overview of the main metrics on your balance sheet and tells you how efficiently you spend your capital. How to evaluate the effect of your capital? There are four indicators that could be referred to: return on assets, working capital ratio, return on equity and debt-equity ratio. Return on assets is the index of how much net profit per unit asset, and the equity return (ROE) reflects the level of return of shareholders equity and is used to measure the company's efficiency of its own capital. Generally speaking, the higher the index value, the higher the return from investment. As for the working capital ratio, it is also known as the current ratio, which is the total current asset divided by total current liabilities, reflecting the company's liquidity ability. The debt stock ratio is a measure of the company's financial leverage, that is, it indicates the ratio of equity to debt in the source of funds for the company to establish assets. At the right side, the balance sheet is the main accounting statement that represents the financial status (the status of assets, liabilities, and owners's equity) of an enterprise on a certain date. The balance sheet can not only help companies internally debug, manage business directions, and prevent abuses, but at the same time, it can also allow all readers to understand the business status in the shortest time.

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4. Financial KPI Dashboard

The financial KPI dashboard collects the key performance indicators which are significant for business analysis and decision-making, including working capital, current ratio, quick ratio, cash flow ratio, current assets and liabilities, profit margin, liquidity ratio, budgets and payment errors and so on. Working capital is a measure of a company's liquidity, operational efficiency, and its short-term financial health. The current ratio measures a company's ability to pay short-term obligations or those due within one year. And the quick ratio measures a company's ability to meet its short-term obligations with its most liquid assets. The cash flow ratio shows how readily current liabilities are covered by the cash flows generated from a company's operations. It can help gauge a company's liquidity in the short term. Next, current assets and current liabilities are calculated with corresponding numbers. If a company's current assets are hard to exceed its current liabilities, then it may have trouble growing or paying back creditors. Liquidity ratio analysis, presented with a line chart, is a financial ratio that indicates whether a company's current assets will be sufficient to meet the company's obligations when they become due. Comparing current ratio, quick ratio, and cash flow ratio, companies could judge the current operation situation and whether to take actions to adapt to business strategies. Budget variance is a periodic measure to quantify the difference between budgeted and actual figures. It occurs to help forecasters predict future costs and revenue with complete accuracy. Profit margin is one of the most important indicators of a company's financial health. By tracking increases and decreases in its profit margin, a company can assess whether current practices are working and forecast profits based on revenues. Last, Vendor payment error rate measures the diligence of the accounts payable department in issuing and paying vendor invoices.

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5. CFO Dashboard

The CFO dashboard focuses on not only financial metrics but also non-financial indicators. The dashboard aims to aid chief financial decisions. Financial indicators include revenue, gross profit, asset to debt ratio, current ratio, turnover and price-earnings(Pe) ratio, used to measure profitability, solvency, operating ability and market valuation. All financial indicators can intuitively reflect the company's operating status and profitability. If an indicator is abnormal, the company can view the specific situation of the relevant department based on the display on the dashboard, and make corresponding departmental strategic adjustments, aiming to return the company to normal operations. Non-financial indicators mainly refer to client satisfaction and number of certified employer. Non-financial indicators can indirectly reflect the operating conditions of an enterprise. Through the investigation of customer satisfaction and trend changes, the management can judge whether the company is operating normally. If customer satisfaction fluctuates, the company can conduct corresponding customer surveys, adjust products and business strategies according to customer needs, so as to ensure the market share of the company's products rate. According to numbers of certified employer, companies could consider whether to conduct training and add expenditure on this aspect.

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6. Cash Management Dashboard

The cash management dashboard equips with six sections, providing clear data, charts and tables. In a word, it offers a quick overview of the quick ratio, cash balance, working capital ratio, days sales outstanding, days inventory outstanding and days payable outstanding. At first, the cash management dashboard examines your quick ratio. Quick ratio serves as one of the indicators to measure the liquidity of the company's assets, reflecting the company's cash or immediate realizable assets' ability to repay current liabilities. The quick ratio should generally be kept above 100%. As for cash conversion, our cash management dashboard provides immediate visualization of days sales outstanding, days inventory outstanding and days payable outstanding. In the section of days sales outstanding and days payable outstanding, it includes the concrete numbers of accounts receivable(AR) turnover and accounts payable(AP) turnover, and the histogram of AR and AP turnover. It affords you an opportunity to quickly reflect on your current expenditures and money, supporting making or changing cash strategies according to the situation. Days inventory outstanding includes a line chart showing concrete numbers of each period and the changing trend, which could be helpful for inventory management. Cash balance and working capital ratio are intuitively displayed on the dashboard in the form both of numbers and charts. In this way, you can understand the cash status of the enterprise with just a glance.

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7. Financial Index Analysis Dashboard

The financial index analysis dashboard makes you have a comprehensive view of the financial status of shopping malls around the country. You can click the map to check the contracts, KPI completion rate, rent payables, and a monthly cumulative index of each mall, as well as other detailed indices. This helps your business obtain a clear, comprehensive overview of where your company is, and where you should plan on going.

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8. Profit Center Dashboard

Profit centers are crucial in determining which units/branches/departments are the most and the least profitable within an organization, functioning as a way to differentiate between certain revenue-generating activities. This facilitates a more accurate analysis and cross-comparison between divisions.The analysis of profit centers is required to determine the future allocation of available resources and to decide whether certain activities should be cut entirely.

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Financial Dashboards

1. Financial Statements

2. Dupont Analysis Dashboard

3. Financial Performance Dashboard

4. Financial KPI Dashboard

5. CFO Dashboard

6. Cash Management Dashboard

7. Financial Index Analysis Dashboard

8. Profit Center Dashboard