Free Financial Dashboard Examples and Templates

accounting dashboard

With Wave, you can track income and expenses, send invoices, track sales tax and create reports. Run multiple businesses from the same account, check your dashboard to see how business is doing and collaborate with unlimited partners and accountants. With Zoho, users can send customized invoices, connect to payment gateways, track expenses, create a variety of business reports and calculate taxes. The portal allows users to share recent transactions, accelerate the estimate approval process, capture feedback and receive bulk payments in a timely manner. Zoho’s advanced plans include strong project management features like the ability to manage people and expenses at the project level. Because Zoho is cloud-based, users can download the WorkDrive Desktop app, sync files or folders right to their device and access and work on files offline.

accounting dashboard

It includes features, such as bank account tracking, expense tracking, financial calculations and reports. While it doesn’t have as many extras with its small business features, it makes up for it in flexibility, with the ability to track stocks, commodities and other investments. The downside to the free software is the fact it is not as robust as many of its competitors in the cloud accounting software space. Basic features such as inventory management features, customer support, expansive tax services and time tracking, are not available through Wave. Zoho Books is the cloud-based accounting component of a larger suite of business solution tools. In addition to accounting software, Zoho offers more than 40 enterprise-level online applications to grow sales, market your business, communicate with teammates, provide customer service and more.

This Freshbooks dashboard outlines a company’s revenue and expense details, along with their customer growth… The online accounting dashboard gives you the tools to proactively follow up on outstanding invoices. Differentiating your accounting reporting offers a litany of benefits, including helping you win and retain more customers, save time, and improve decision making.

Free Financial Dashboard Templates

Accounting software streamlines the bookkeeping process, making it easier for business owners to keep tabs on finances and plan for tax season. For freelancers and small businesses, this is often a more cost-effective option than employing a full-service accounting agency. Business owners looking for an accounting software platform would be wise to select a cloud-based system. To help you find the best cloud accounting software, Forbes Advisor has compiled a list of the top picks based on pricing, features, support and more.

Accounting software is a way for businesses to track income and expenses, send invoices, track sales tax and create reports. Kashoo is cloud accounting software for small business owners who want the simplicity of doing their own books. The simple, straightforward platform allows users to easily create invoices, manage expenses, generate reports, accept credit card payments through Square and more. Track all financial KPIs to meet and exceed your company’s financial objectives. Use this PowerPoint Template as an effective financial dashboard to validate figures faster. This will boost productivity and, in the end, provide a more stable financial environment.

  1. In the next section, you will learn how to download and share Power BI financial dashboards.
  2. See your current cash balances from all accounts in one financial dashboard, then drill down for more detail.
  3. Accounting dashboards can make all the difference when it comes to providing real-time monitoring and data access to non-technical business users who need to make important decisions daily.
  4. That’s not a difficult figure to find, but pulling together all the balances from multiple accounts can use up time best spent on higher-order tasks.

To do so, you can take a deeper look at the OpEx development chart at the top, which compares the monthly development of fixed and variable expenses with the previous year’s performance. Here, we can observe that both types of expenses have increased compared to the benchmark. This is not necessarily negative as the business could be producing more this year. However, it is something to look into to find the reasons and detect any inefficiencies on time.

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It offers a constant view of cash flow, invoices, accounts payable and receivable, profit and loss, and so on, so that business owners, bookkeeping professionals, or accountants always know where the business is headed. Keeping track of relevant finance KPIs ensures that a company’s financial objectives are met. Maintain constant visibility of your company’s numbers in order to make more informed data-driven decisions. This PowerPoint Template can be used as a financial management tool to track accounting and financial key performance indicators (KPIs) such as revenue, gross profit, operating profit margin, and business financial ratios.

We’ll go over practices and tips for financial dashboards in the next section. This visually engaging analytics dashboard allows users to dive deeper into their sales data and identify patterns, such as seasonal trends in sales and returns. We’ll progress by going over sample financial dashboards in the next section. It may also be helpful to show trends over time, comparing current performance to previous periods.

How does Giddh accounting dashboard help to understand my accounting data and make a decision?

These PPT Templates will support you in displaying an easy-to-use, up-to-date visual reference for reviewing the complex—and ever-changing—numbers used to assess your company’s long-term financial health. Our rundown of the best financial dashboards continues with CFOs (Chief Financial Officers). They usually focus on high-level metrics that expands outside of a purely financial focus so you can also find employee or customer satisfaction metrics, as depicted in our visual example. To see the full scope of this CFO dashboard, please open it in full-screen mode but now we will go through some relevant details. By using Power BI and leveraging these pre-built samples or tailoring them to individual needs, organizations can gain valuable insights into their financial performance, make better decisions, and improve their bottom line. It also allows users to analyze the data across multiple dimensions, such as by product category, region, or time period.

The end goal should be to keep these expenses at a minimum without affecting the business’s efficiency and profitability. Companies who manage to find a balance between reducing their OpEx while still maintaining their expected revenue can gain a significant competitive advantage. Going into the last section of this template, you get an overview of the net profit. As you might already know, this KPI represents how profitable the business is after subtracting all costs and expenses. Therefore, it is fundamental to monitor it closely to assess the financial health of the organization. If you want to dig deeper into the causes, you can look at the breakdown charts for costs and revenues and extract deeper conclusions about the outcome.

With over a decade of editorial experience, Rob Watts breaks down complex topics for small businesses that want to grow and succeed. His work has been featured in outlets such as Keypoint Intelligence, FitSmallBusiness and PCMag. Zoho Books is ideal for small-to-medium-sized businesses (SMBs) that want to take advantage of the platform’s large extensive business ecosystem. Download this PDF for a brief overview of what each top-rated accounting system brings to the table. To help those in the market for a new accounting system, we’ve identified three of the most common benefits of utilizing a dashboard, along with examples, that will prime your success today—and beyond. Try out all the features of Bold BI with 15-day free trial and get to know how it suit to your needs of embedded analytics.

The Power BI dashboard used for finance and operations helps you to keep a track of various finance-related metrics and key performance indicators (KPIs). Such a dashboard also enables you to better implement cost & cash management strategies, giving you a quick overview of the cash flow and liquidity status for your business. It also allows you to track critical business information, including expenses, sales revenue, accounts payable, and accounts receivable. This, in turn, enables you to clear all outstanding payments and owed payments on time, helping you to take control of your business finances.

This ChartMogul dashboard outlines a company’s subscription and revenue details. How to interpret this deviation also depends on how the business approaches its forecasting and budgeting processes. On the one hand, for financial forecasting, you need to define your model quality, which is, for example, influenced by your chosen confidence interval. Based on these forecasting settings, you will get a range with an upper and a lower limit as well as the most likely concrete forecasted value. On the other hand, budgeting attains specific goals previously defined with the forecast and other individual factors.

The easy-to-use software has all the basic features needed to keep your accounting department in order. Wave’s built-in dashboard makes it easy to quickly access and understand your business’s financial information. Another outstanding feature is the fact an unlimited number of users can be added. This also allows users to track key data sets such as income, expenses, and profits and losses. The “Income” and “Expenses” card widgets provide a quick overview of the month’s figures, but the “Expenses Breakdown” bar chart provides a detailed summary of expenses by category (advertising, rent, travel, power, etc).

Remember, while the Power BI dashboard can be accessed through various browsers, using Microsoft Edge can offer additional benefits, such as better integration with other Microsoft products and services. This information guides the finance team in making better fundraising decisions, allocating funds, and evaluating the organization’s financial efficiency. Table or waterfall chart formats can be used effectively to visualize the income statement components and how they contribute to a company’s bottom line. Find industry-standard metric definitions and choose from hundreds of pre-built metrics. Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit organizations seeking to revitalize her former railroad town.

Subtracting the cost of goods sold shows the gross profit of your company and indicates the earnings after expenditures. OPEX refers to the costs that your company incurs as a result of performing its normal business operations. These “unavoidable” costs are inherent in any business operation but imperative to understand completely. In this finance dashboard template, we specifically look at the OPEX for sales, marketing, IT and general & administrative expenses.

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