← All templates

Financial KPI Scorecard

The handful of numbers a finance review opens with, and their trend.

DashboardFinanceAny industry
The Financial KPI Scorecard template, running on sample data
Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.

What it needs from your data

Needsa revenue or money column, a category (~8 values)
Optionaldates for trends, 7 more

What is on it

  • Operating income over time Area chart
  • Gross margin Gauge
  • Margin across units Radar chart
  • Revenue by region Treemap
  • Where operating cost concentrates Pareto chart