Finance

Select your preferred dashboard from our Finance templates:

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unfold fold Template
Financial Statement Actual vs Budget Follow-up
Data Visualization Financial Statement Data Visualization Actual vs Budget Follow-up
unfold fold Description
Revenues, Operating Costs, Gross Margin %, Operating Profit, Net Profit %, Working Capital, Liquidity Ratio, ROI...
Carefully monitor your Actual vs Budget
unfold fold Required attributes
11 attributes 4 attributes
  • Month
  • Company
  • Revenues
  • Operating Costs, COGS
  • Operating Expenses, OpEx
  • Depreciations & Amortizations
  • Interests & Taxes
  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Date
  • (Level of detail of your actual/budget)
  • Actual Amount
  • Budget Amount
unfold fold KPIs
23 KPIs 5 KPIs
unfold fold Dashboard pages
11 pages 7 pages
unfold fold More information
More info on
Financial Statement
More info on
Actual vs Budget Follow-up
unfold fold Ready to start?
CreateFinancial StatementDashboard CreateActual vs Budget Follow-upDashboard

Profit & Loss

Select your preferred dashboard from our Profit & Loss templates:

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unfold fold Template
Income Statement Income Statement (+Budget)
Data Visualization Income Statement Data Visualization Income Statement (+Budget)
unfold fold Description
Profit and Loss: Revenues, Gross Margin, Gross Margin %, Operating Expenses, Operating Income, Operating Income %, OpEx to Revenues Ratio, COGS, Net Income
Profit and Loss: Revenues, Gross Margin, Gross Margin %, Operating Expenses, Operating Income, Operating Income %, OpEx to Revenues Ratio, COGS, Net Income (this version of the template includes Budget)
unfold fold Required attributes
7 attributes 12 attributes
  • Month
  • Company
  • Revenues
  • Operating Costs, COGS
  • Operating Expenses; OpEx
  • Depreciations & Amortizations
  • Interests & Taxes
  • Month
  • Company
  • Actual - Revenues
  • Actual - Operating Costs, COGS
  • Actual - Operating Expenses; OpEx
  • Actual - Depreciations & Amortizations
  • Actual - Interests & Taxes
  • Budget - Revenues
  • Budget - Operating Costs, COGS
  • Budget - Operating Expenses; OpEx
  • Budget - Depreciations & Amortizations
  • Budget - Interests & Taxes
unfold fold KPIs
12 KPIs 24 KPIs
unfold fold Dashboard pages
9 pages 9 pages
unfold fold More information
More info on
Income Statement
More info on
Income Statement (+Budget)
unfold fold Ready to start?
CreateIncome StatementDashboard CreateIncome Statement (+Budget)Dashboard

Balance Sheet

Select your preferred dashboard from our Balance Sheet templates:

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unfold fold Template
Balance Sheet Balance Sheet (+Budget)
Data Visualization Balance Sheet Data Visualization Balance Sheet (+Budget)
unfold fold Description
Trial Balance: Total Assets, Total Liabilities, Working Capital Ratio, Liquidity Ratio, Total Equity, Debt to income ratio...
Trial Balance: Total Assets, Total Liabilities, Working Capital Ratio, Liquidity Ratio, Total Equity, Debt to income ratio... (this version of the template includes Budget)
unfold fold Required attributes
6 attributes 10 attributes
  • Month
  • Company
  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Month
  • Company
  • Actual - Current Assets
  • Actual - Current Liabilities
  • Actual - Total Assets
  • Actual - Total Liabilities
  • Budget - Current Assets
  • Budget - Current Liabilities
  • Budget - Total Assets
  • Budget - Total Liabilities
unfold fold KPIs
9 KPIs 18 KPIs
unfold fold Dashboard pages
5 pages 5 pages
unfold fold More information
More info on
Balance Sheet
More info on
Balance Sheet (+Budget)
unfold fold Ready to start?
CreateBalance SheetDashboard CreateBalance Sheet (+Budget)Dashboard

AR / AP

Select your preferred dashboard from our AR / AP templates:

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unfold fold Template
Accounts Payable Accounts Receivable
Data Visualization Accounts Payable Data Visualization Accounts Receivable
unfold fold Description
Get a clear view on your outstanding invoices and monitor your process to pay your providers
Get a clear overview of your outstanding invoices and monitor your ability to collect payments from your customers.
unfold fold Required attributes
9 attributes 9 attributes
  • Invoice Date
  • Due Date
  • Clearing Date
  • Invoice #
  • Company
  • Provider
  • Cleared Flag
  • Invoice Amount
  • Outstanding Amount
  • Invoice Date
  • Due Date
  • Clearing Date
  • Invoice #
  • Company
  • Customer
  • Cleared Flag
  • Invoice Amount
  • Outstanding Amount
unfold fold KPIs
16 KPIs 16 KPIs
unfold fold Dashboard pages
4 pages 4 pages
unfold fold More information
More info on
Accounts Payable
More info on
Accounts Receivable
unfold fold Ready to start?
CreateAccounts PayableDashboard CreateAccounts ReceivableDashboard

Cash Flow

Select your preferred dashboard from our Cash Flow templates:

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unfold fold Template
Bank Cash Flow Bank Cash Flow (Trx)
Data Visualization Bank Cash Flow Data Visualization Bank Cash Flow (Trx)
unfold fold Description
Monitor your bank accounts positions carefully: Balance, Cash Flow, Debits, Credits...
Monitor your bank accounts positions carefully: Balance, Cash Flow, Debits, Credits... Analyze your data at transaction level of detail
unfold fold Required attributes
5 attributes 7 attributes
  • Date
  • Bank
  • Account #
  • Credit Amount
  • Debit Amount
  • Transaction Date
  • Bank
  • Account #
  • Transaction #
  • Transaction Type
  • Credit Amount
  • Debit Amount
unfold fold KPIs
3 KPIs 11 KPIs
unfold fold Dashboard pages
3 pages 4 pages
unfold fold More information
More info on
Bank Cash Flow
More info on
Bank Cash Flow (Trx)
unfold fold Ready to start?
CreateBank Cash FlowDashboard CreateBank Cash Flow (Trx)Dashboard