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Financial dashboards

Financial dashboard examples

Six finance dashboards, each shown as it actually renders on a sample dataset rather than as a mock-up. Three follow the P&L, three follow the working capital.
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In short

What a financial dashboard is

A financial dashboard is a single screen tracking the money: what came in, what it cost, and what is still owed. Most answer one of two jobs rather than both: the P&L side (revenue, margin, and the gap to plan), or the working-capital side (what is owed, when it turns into cash, and where it goes back out). The six below split three and three along exactly that line.

Financial dashboard examples: each dashboard, the question it answers, and the numbers on it.
Financial PerformanceWhere is the money coming from, and what survives the trip to operating income?Revenue, Gross Profit, Operating Income, Gross Margin
Budget vs ActualWhere did the plan hold, and where did it not?Revenue, Budget Revenue, Variance To Plan
Financial KPI ScorecardWhat are the four numbers this review opens with?Revenue, Gross Margin, Operating Margin, Operating Income
Collections & AR AgingWho owes us, how old is it, and who is chasing it?Open Balance, Days Overdue, Invoice Amount, Days To Pay
Cash Collection ForecastWhen does the open ledger turn into cash?Open Balance, Invoice Amount, Paid Amount, Days To Pay
Spend & Vendor ConcentrationWhere does the money go, and how few vendors does it go to?Invoice Amount, Budgeted Spend, Variance To Budget, Days To Pay

Every one is a Mammoth template, shown below on the sample dataset it ships with.

The examples

Six financial dashboard examples

Each of these is a Mammoth template, captured as it renders on the sample dataset it ships with. Every figure on them is illustrative: the sample data is not a customer's, and no number here is a business result. They run on three different datasets — the P&L, the receivables ledger and the spend ledger — because those are three different grains and one board binds one dataset.

  1. Example 01

    Financial Performance

    Where is the money coming from, and what survives the trip to operating income?

    Revenue, gross profit and operating income on one strip, then the same figures cut by business unit and by region. The second page follows the margin specifically, because 'revenue is up' and 'margin is up' are different sentences and finance meetings run aground on the difference.

    What is on it· 2 pages · Performance / Where the margin goes

    • Revenue over time
    • Revenue against operating income
    • Unit mix by region
    • Operating margin by region
    • Margin consistency by unit
    • Where gross profit comes from
    • Margin by unit and region

    Your data needsDashboard

    • a revenue or money column
    • a category (~4 values)
    Financial Performance dashboard: Revenue, Gross Profit, Operating Income and Gross Margin tiles, above Revenue over time, Revenue against operating income, Unit mix by region, Operating margin by region and Margin consistency by unit.
    Sample data — illustrative figures, not business results.

  2. Example 02

    Budget vs Actual

    Where did the plan hold, and where did it not?

    Actual against plan by unit, region and quarter. The cut is the point: a variance figure without the breakdown that produced it starts an argument rather than settling one, and the quarter view shows whether a miss is a blip or a trend.

    What is on it· 2 pages · Against plan / What's driving it

    • Over and under plan
    • Actual against budget by quarter
    • Variance over time
    • Operating cost by region
    • Percentage off plan by region
    • Variance by unit and region

    Your data needsDashboard

    • a revenue or money column
    • a category (~4 values)
    Budget vs Actual dashboard: Revenue, Budget Revenue and Variance To Plan tiles, above Over and under plan, Actual against budget by quarter, Variance over time, Operating cost by region, Percentage off plan by region and Variance by unit and region.
    Sample data — illustrative figures, not business results.

  3. Example 03

    Financial KPI Scorecard

    What are the four numbers this review opens with?

    The short list, each with its trend rather than a single value. Built for the meeting that starts with 'how are we doing' — sparse on purpose, because a scorecard that lists everything is a report, and a report is a different artifact.

    What is on it

    • Operating income over time
    • Gross margin
    • Margin across units
    • Revenue by region
    • Where operating cost concentrates

    Your data needsDashboard

    • a revenue or money column
    • a category (~8 values)
    Financial KPI Scorecard dashboard: Revenue, Gross Margin, Operating Margin and Operating Income tiles, above Operating income over time, Gross margin, Margin across units, Revenue by region and Where operating cost concentrates.
    Sample data — illustrative figures, not business results.

  4. Example 04

    Collections & AR Aging

    Who owes us, how old is it, and who is chasing it?

    The open ledger by age bucket, with the accounts carrying the balance ranked underneath and each payment-terms band shown against how late it actually runs. Disputed and part-paid are separated from simply overdue, because those are three different phone calls.

    What is on it

    • What is owed, by age
    • Which accounts carry the debt
    • Ageing by segment
    • How late each terms band actually runs
    • Open, part paid and disputed
    • Collector against age

    Your data needsDashboard

    • a revenue or money column
    • a category (~5 values)
    Collections & AR Aging dashboard: Open Balance, Days Overdue, Invoice Amount and Days To Pay tiles, above What is owed, by age, Which accounts carry the debt, Ageing by segment, How late each terms band actually runs and Open, part paid and disputed.
    Sample data — illustrative figures, not business results.

  5. Example 05

    Cash Collection Forecast

    When does the open ledger turn into cash?

    Expected receipts week by week, with billed set against collected and the forecast's concentration shown — one late payer on a top-heavy week is a different risk from the same amount spread thin. Inflows only: this forecasts collection, not a net cash position, and there is no outflow side to it.

    What is on it

    • Cash expected in, week by week
    • Billed against collected
    • Where the cash sits, by terms
    • How concentrated the forecast is
    • How long each segment takes to pay
    • Size against lateness

    Your data needsDashboard

    • a revenue or money column
    • a category (~4 values)
    Cash Collection Forecast dashboard: Open Balance, Invoice Amount, Paid Amount and Days To Pay tiles, above Cash expected in, week by week, Billed against collected, Where the cash sits, by terms and How concentrated the forecast is.
    Sample data — illustrative figures, not business results.

  6. Example 06

    Spend & Vendor Concentration

    Where does the money go, and how few vendors does it go to?

    Spend by month and category against budget, with the concentration curve that says how much of the total rides on a handful of vendors. The last chart splits spend under contract from spend outside it, which is usually the number nobody has to hand.

    What is on it

    • Spend month by month
    • How few vendors the spend goes to
    • Where the money goes
    • Category by vendor tier
    • Budget against actual
    • Spend under contract and outside it

    Your data needsDashboard

    • a revenue or money column
    • a category column
    Spend & Vendor Concentration dashboard: Invoice Amount, Budgeted Spend, Variance To Budget and Days To Pay tiles, above Spend month by month, How few vendors the spend goes to, Where the money goes, Category by vendor tier and Budget against actual.
    Sample data — illustrative figures, not business results.

Other formats

The same numbers, three other ways

A dataset does not only become a dashboard. These three are built from the same 288-row P&L as the first three dashboards above, reshaped rather than rebuilt — a written month-end report, a quarterly summary, and a board presentation. The receivables and spend dashboards run on their own ledgers and have no written form in the catalogue.

  1. Monthly Financial Report: the opening summary, with Performance by Region and Revenue over time in the contents rail.
    Sample data — illustrative figures, not business results.

    Monthly Financial Report

    Can somebody read the month rather than interpret it?

    The month written up: revenue, margin, variance to plan and what moved.

    Finance · Document

  2. Executive Summary: the opening summary, with Performance by Region and Revenue over the period in the contents rail.
    Sample data — illustrative figures, not business results.

    Executive Summary

    What does the quarter say, in one read?

    The quarter in one read: what the numbers did, where, and against plan.

    Finance · Document

  3. Board Pack: the deck's title slide, with slide thumbnails in the rail and 288 sample records.
    Sample data — illustrative figures, not business results.

    Board Pack

    What goes in front of the board?

    The quarter for a board audience: revenue, margin, plan and what is next.

    Finance · Presentation

Design notes

What goes on a financial dashboard

Four things the examples above have in common. They matter more than which chart you pick.

One question per dashboard

A finance dashboard that answers cash, margin and compliance at once answers none of them well.

Each of these has a single question at the top, and everything on it exists to answer that question.

The figure and the trail behind it

Finance numbers get challenged.

Every figure should trace back to the rows that produced it, and the preparation that got it there should be readable rather than buried in a spreadsheet formula.

The plan figure beside the actual one

A margin percentage or a spend total means nothing alone.

Two of these six put the comparison on the strip itself rather than a chart below it — Budget vs Actual carries budgeted revenue and variance to plan, Spend & Vendor Concentration carries budgeted spend and variance to budget — so the gap is the first thing read rather than something you work out.

Exceptions, not just totals

The totals tell you there is a problem.

The cut underneath tells you what to do on Monday — which unit missed plan, which accounts carry the overdue balance, which few vendors the spend concentrates into.

Proof

Finance and reporting teams already running on Mammoth

Published customer stories, linked rather than summarised. None of them is a dashboard from this page — they are about the half nobody photographs: many systems, reconciled once, on a schedule.

From example to live dashboard

Pretty is easy. Current and true is the hard part.

Any of these can be drawn in a slide. What makes one worth keeping is the five steps underneath it, and they are the same five whichever example you start from.

  1. 01

    Connect the source

    The dashboard reads the system, not an export somebody saved to their desktop. 100+ tested connectors, plus anything with a REST API.

  2. 02

    Prepare it once

    Cleaning, joining and reshaping are recorded as steps you can read, change and re-run — not a formula buried three sheets deep.

  3. 03

    Check it before anyone sees it

    Data checks run with the refresh and flag the rows that fail, so a broken upstream file shows up as an alert rather than as a wrong number in a meeting.

  4. 04

    Put it on a schedule

    Refresh on a schedule and the dashboard stays current on its own. Starter schedules daily runs; Pro adds hourly refresh and event triggers.

  5. 05

    Publish it and send the link

    Public, password-protected or sign-in only. Every sharing mode is available on every plan, including the free one.

Sharing

Everyone can see it.
Nobody pays to look.

Most dashboard tools charge for every person who opens one, which is why so many dashboards end up as a screenshot pasted into a message. Mammoth charges for the people who build. Viewers are unlimited and free on every plan, including the free one.

  • You pay for

    The people who build

    Anyone connecting a source, preparing data or publishing a dashboard counts as a platform user.

  • You never pay for

    The people who look

    Viewers are unlimited and free on every plan, including the free one. A board, a client list or a whole company: the number does not change the bill.

Plans differ in how many builders and published dashboards a workspace gets. Drafts, viewers and every sharing mode are unlimited and free on all four. Full pricing.

Financial dashboard questions

What should a financial dashboard actually show?
One question's worth of metrics, plus the exceptions that need action. The six above are built that way rather than as one dashboard with six tabs: Financial Performance follows revenue down to operating income, Budget vs Actual follows the gap to plan, the KPI scorecard is the short list a review opens with, Collections & AR Aging follows what is owed, Cash Collection Forecast follows when it arrives, and Spend & Vendor Concentration follows what goes back out. None of them tries to be any of the others.
Where does the data come from?
The ledger, the bank, the CRM and whatever spreadsheets are still load-bearing. Mammoth has 100+ tested connectors, plus anything with a REST API, so a source that is not on the list is still reachable.
How do I stop the numbers going stale?
Put the preparation on a schedule rather than redoing it. In Mammoth the steps that clean and join the data are recorded and re-run, so the dashboard reflects the source rather than the last time someone exported it. Refresh frequency is a plan matter: daily scheduling on Starter, hourly and event-driven on Pro.
Can I share it with people who are not finance?
Yes, and it costs nothing. Dashboard viewers are unlimited and free on every Mammoth plan, including the free one. Only the people building count as platform users.

Last reviewed against the template catalogue.

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