Financial reporting dashboard
Where does revenue come from, and how much becomes profit?
- Revenue
- Gross profit
- Operating income
- Gross margin
Financial dashboards
Financial dashboard examples
Six financial dashboards: financial reporting, budget vs actual, financial KPIs, accounts receivable, cash collection and spend. Open any of them to see it in full, then use it as a template for your own data.
Three of the six examples. All figures are sample data.
The examples
Six financial dashboard examples and templates
Click a board to see all of it. Click Use template to start your own copy in Mammoth. All figures are sample data.
- Sample data
- Sample data
Budget vs actual dashboard
Where did we beat the plan, and where did we miss it?
- Revenue
- Budget revenue
- Variance to plan
- Sample data
Financial KPI dashboard
Are revenue and margins on track?
- Revenue
- Gross margin
- Operating margin
- Operating income
- Sample data
Accounts receivable dashboard
Who owes us money, and how overdue is it?
- Open balance
- Days overdue
- Invoice amount
- Days to pay
- Sample data
Cash collection forecast
When will unpaid invoices turn into cash?
- Open balance
- Invoice amount
- Paid amount
- Days to pay
- Sample data
Spend dashboard
Where does the money go, and how many suppliers does it depend on?
- Invoice amount
- Budgeted spend
- Variance to budget
- Days to pay
Your data
Want this on your own numbers?
Upload a spreadsheet and Mammoth turns it into a dashboard like these.
Upload a spreadsheetExcel or Google Sheets
Definition
What a financial dashboard is
A financial dashboard is one screen that tracks the money: what came in, what it cost and what is still owed. It is also called a finance or accounting dashboard.
One job each
The P&L, the budget or cash, not all at once.
Points at problems
Shows where a number went wrong, not just the total.
Matches the books
Totals tie back to the ledger before anyone reads them.
The metrics
The metrics a financial dashboard is built from
Twelve numbers: six for profit and loss, and six for cash and working capital. Open each one to see the data it needs. That is usually where finance dashboards go wrong, not the chart.
Gross margin
What is left after the cost of delivering the revenue?
What the data needs
Revenue and cost of sales for the same period, with one agreed rule for which costs count. If margin moves when nothing happened, a cost was probably moved to a different category.
Operating income
What does the business earn before interest and tax?
What the data needs
Revenue, cost of sales and operating expenses mapped to one chart of accounts. Two ledgers with different account structures must be matched up first.
Variance to plan
How did the month compare with the plan?
What the data needs
Actuals and budget at the same level of detail, matched by period and account. Comparing a yearly budget with monthly actuals is the most common mistake.
Revenue growth
Is the top line moving, and by how much?
What the data needs
Revenue by period, with the same period dates each time and a rule for restated numbers. If a past period changes after close, growth moves without anything happening.
Net profit margin
How much of each sale does the business keep once every cost is in?
What the data needs
Revenue and every cost, including interest, tax and one-off items, for the same period. A one-off cost left in makes a normal month look like a collapse or a record.
Operating expense ratio
Is the cost of running the business growing faster than revenue?
What the data needs
Operating costs and revenue for the same periods, with staff costs coded the same way every month. Moving a cost between categories changes this ratio without any spending changing.
Days sales outstanding
How long does it take to get paid?
What the data needs
Invoice dates, payment dates and open balances over one period, with credit notes handled properly rather than left as negative invoices.
Receivables ageing
How old are unpaid invoices, and who owes them?
What the data needs
The unpaid balance of each invoice with its due date, grouped by days past the due date. Grouping by invoice date makes every customer on long payment terms look late.
Expected collections
When will unpaid invoices become cash?
What the data needs
Unpaid invoices with due dates, and how each customer has paid in the past. A forecast based on payment terms alone assumes everyone pays on time, which nobody does.
Spend concentration
How much of our spending goes to a few suppliers?
What the data needs
Supplier spend over a period with supplier names cleaned up, and a flag for spend under contract. The same supplier spelled three ways looks like three small suppliers.
Days payable outstanding
How long does the business take to pay its suppliers?
What the data needs
Bill dates, payment dates and unpaid bills over one period. Bills entered days after they arrived make payment look faster than it is.
Operating cash flow
Does the business turn its profit into cash?
What the data needs
Operating income plus the change in receivables, payables and stock over the same period. If receivables grow faster than revenue, some of the profit has not arrived as cash yet.
Reports and decks
The same numbers as reports and decks
These three use the same sample data as the first three dashboards above: a written month-end report, a quarterly summary and a board presentation.
How to build one
How to build your own financial dashboard
From one of the examples above to a live dashboard on your own data.
- 1
Pick a template
Start from any of the six boards above.
- 2
Add your data
Upload a spreadsheet, or connect one of 100+ tested connectors.
- 3
Clean it once
Fix and combine your data once. Mammoth repeats those steps for you.
- 4
Set it to refresh
The dashboard updates on a schedule and flags data that fails a check.
- 5
Share the link
Public, password-protected or sign-in only, on every plan.
Start with a template
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Customers
Finance teams already using Mammoth
Published customer stories. None of them uses a dashboard from this page. They are about the hard part: many systems, combined once, on a schedule.
- MUFGCapital, credit risk and compliance numbers spread across more than fifteen old systems, matched up by hand every quarter.Read the story
- BacardíSales data from 170+ markets arriving as Excel files, SAP extracts and CSV files, each formatted differently.Read the story
- Arla FoodsA central team hand-processing over a billion rows a month into spreadsheets that took up to twenty days to prepare.Read the story
FAQ
Financial dashboard questions
Last reviewed against the template catalogue.
What should a financial dashboard include?
The numbers for one question, plus the problems that need action. The six above each do one job instead of being one dashboard with six tabs: financial reporting follows revenue down to operating income, budget vs actual follows the gap to plan, the KPI dashboard is the short list, accounts receivable follows what is owed, the cash forecast follows when it arrives, and the spend dashboard follows what goes out.
How do I create a financial dashboard?
Start from the meeting, not the chart. Pick the meeting it serves, such as the monthly margin review, and choose the four or five numbers that answer it. Revenue, gross margin, operating income and variance to plan cover most of them. Then connect the ledger and the budget, use one chart of accounts across entities, and check the totals match the books. Put that work on a schedule, so next month is a refresh, not a rebuild.
Which financial dashboard should I start with?
The one that matches a meeting you already hold. For a P&L review, the financial reporting dashboard. For the budget meeting, budget vs actual. For cash flow, the cash collection forecast, read next to the spend dashboard. For money owed, the accounts receivable dashboard. For a CFO's short list, the financial KPI dashboard. For procurement and cost reviews, the spend dashboard.
What is the difference between a financial dashboard and a financial report?
A dashboard is opened when someone has a question, and shows the latest numbers. A report is a fixed account of one period, read once and filed. Finance needs both, which is why the Monthly Financial Report below uses the same data as the first three dashboards.
How is a CFO dashboard different from an executive dashboard?
A CFO dashboard stays inside finance and goes deep: margin, cash, money owed and the gap to plan, each with a breakdown. An executive dashboard goes wide: about four headline numbers from each team, read side by side. The financial KPI dashboard above is the finance part of an executive view. See the executive dashboard examples
Where does the data come from?
The accounting system, the bank, the CRM and a few spreadsheets. Mammoth has 100+ tested connectors, and can also connect to anything with a REST API.
How do I stop the numbers going stale?
Automate the refresh instead of rebuilding by hand. In Mammoth, the steps that clean and combine your data are saved and re-run on a schedule, so the dashboard always matches the source. How often it refreshes depends on your plan. See plans and refresh rates
Can I share it with people who are not finance?
Yes, at no cost. Viewers are unlimited and free on every Mammoth plan, including the free one. Only the people who build dashboards count as users.
Build the financial dashboard you actually need.
Start from one of these templates or your own spreadsheet. Share it with as many people as you like, free.
- ✓ 14-day Pro trial
- ✓ No credit card
- ✓ Viewers always free
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