Finance dashboard templates
Ready-made dashboards, documents and decks. Every one opens on real sample data, so you can see the finished output before you bring your own — then point it at your data and keep the layout.
Financial Performance
Revenue, margin and operating income by business unit and region, month by month.
DashboardFinanceAny industryBudget vs Actual
Where the plan held and where it did not, by unit, region and quarter.
DashboardFinanceAny industryFinancial KPI Scorecard
The handful of numbers a finance review opens with, and their trend.
DashboardFinanceAny industryCollections & AR Aging
What is owed, how old it is, and which accounts are carrying it.
DashboardFinanceAny industryCash Collection Forecast
When the open ledger is expected to turn into cash, and what could hold it up.
DashboardFinanceAny industrySpend & Vendor Concentration
Where the money goes, how few vendors it goes to, and what sits outside contract.
DashboardFinanceAny industryMonthly Financial Report
The month written up: revenue, margin, variance to plan and what moved.
DocumentFinanceAny industryExecutive Summary
The quarter in one read: what the numbers did, where, and against plan.
DocumentFinanceAny industryBoard Pack
The quarter for a board audience: revenue, margin, plan and what is next.
PresentationFinanceAny industry