dashboard page template for tableau on Corporate Finance Finance Financial Statement Financial Statement Top Performers data visualization dataviz

 

Presentation

At the top, you can visualize the performance for your top Financial Statement KPIs, split by top performers: 

  • Total Revenues Sum of Revenues
  • Gross Margin Amount left over from Revenues after Costs of Goods Sold are subtracted (also called 'Gross Profit'): Revenues - COGS
  • Gross Margin % Share of Gross Margin on Total Revenues: Gross Margin / Revenues (%)
  • OpEx Operating Expenses: Expenditures (that is, cash out) that a company makes to generate income (also called 'SG&A Expenses'): S&M Expenses, R&D Expenses, G&A Expenses

 

Below, you can visualize the monthly evolution of the performance.

At the bottom, you can see this performance split by the level of detail of your choice:

  • The line chart shows the performance of the KPI over last 12 months
  • The horizontal bar chart shows the performance of the KPI for the current period

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Financial Statement dashboard, you will be able to select the following dimensions:

  • MonthMonth (Date type)
  • CompanyLegal Entity, Company, Cost Center...(or any level of detail of your choice)

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Financial Statement dashboard, you will be able to filter on:

  • CompanyLegal Entity, Company, Cost Center...(or any level of detail of your choice)

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other DataViz in "Financial Statement" Pack

Home

Financial Statement Home

Financial Statement Home
Financial Statement Home Financial Statement Home
Get a Home Page for your Financial Statement dashboard

Cockpit

Finance Cockpit

Finance Cockpit
Finance Cockpit Finance Cockpit
Clear picture on your Financial performance: Income Statement (P&L: Revenues, Margin, Opex, Operating Income...), Balance Sheet (Assets, Liabilities, Working Capital, Liquidity...)

Financial KPIs by Company

Financial KPIs by Company
Financial KPIs by Company Financial KPIs by Company
Get instant overview of your Finance KPIs split by Company: Total Revenues, Gross Margin%, OpEx, EBIT%, Working Capital, Liquidity ratio, Total Equity, Debt to equity ratio, ROI%

Financial Statement Top Performers

Financial Statement Top Performers
Financial Statement Top Performers Financial Statement Top Performers
Get an instant understanding of your top Financial Statement performers: current, mid and long term performance

Financial Analytics

Income Statement

Income Statement
Income Statement Income Statement
Get an instant overview of your main Profit & Loss KPIs

Income Statement: What-if Analysis

Income Statement: What-if Analysis
Income Statement: What-if Analysis Income Statement: What-if Analysis
Easily perform simulations and what-if analysis on your Top P&L KPIs

Income Statement: Waterfall

Income Statement: Waterfall
Income Statement: Waterfall Income Statement: Waterfall
Waterfall visualization of your Income Statement: unpack financial trends and understand drivers of change over time

Income Statement: Annual Report

Income Statement: Annual Report
Income Statement: Annual Report Income Statement: Annual Report
Visualize the monthly values of all your income Statement KPIs

Balance Sheet

Balance Sheet
Balance Sheet Balance Sheet
Get an instant overview of your main Balance Sheet KPIs

Behavioral Analytics

Financial Statement Adhoc Analysis

Financial Statement Adhoc Analysis
Financial Statement Adhoc Analysis Financial Statement Adhoc Analysis
Perform simple ad-hoc analysis on your Financial Statement data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Financial Statement KPI Performance

Financial Statement KPI Performance
Financial Statement KPI Performance Financial Statement KPI Performance
Visualize the overall performance of any of your Financial Statement KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Other Dashboard Templates