/uploads/galerie/000056/dashboard - finance - balance sheet - cockpit.png
7 required attributes
  • dateMonth
  • stringLegal Entity / Company
  • stringCost Center / Department / Division
  • numericCurrent Assets
  • numericCurrent Liabilities
  • numericTotal Assets
  • numericTotal Liabilities

Detailed presentation of the BALANCE SHEET dashboard

Your BALANCE SHEET dashboard will contain 9 KPIs

  • Current AssetsAssets that are expected to be converted into cash in less than 12 months: Cash, Accounts Receivables, Inventory, Prepaid Expenses
  • Current LiabilitiesBills that must be paid within one year of the date of the Balance Sheet: Accounts Payable, Accrued Expenses, Current Portion of Debt, Income Taxes Payable
  • Total AssetsThe final amount of all gross investments, cash and equivalents, receivables, and other assets as they are presented on the balance sheet
  • Total LiabilitiesSum of Current Liabilities and Long-Term Debt
  • Working CapitalAmount of money the enterprise has to work with in the short-term: 'Current Assets' - 'Current Liabilities' (also called 'Net Current Assets' or 'Funds')
  • Working Capital ratioCurrent Assets / Current Liabilities (%)
  • Liquidity ratioCurrent Liabilities / Current Assets (%)
  • Total EquityTotal Assets - Total Liabilities
  • Debt to equity ratioHow much debt the company has relative to its investor equity: Total Liabilities / Total Equity (%)

and 5 dashboard pages

Home

Balance Sheet Home

Balance Sheet Home
Balance Sheet HomeBalance Sheet Home
Get a Home Page for your Balance Sheet dashboard

Cockpit

Balance Sheet Cockpit

Balance Sheet Cockpit
Balance Sheet CockpitBalance Sheet Cockpit
Get instant overview of your Balance Sheet KPIs: Total Assets, Total Liabilities, Working Capital Ratio, Liquidity Ratio, Total Equity, Debt to income ratio...

Balance Sheet Top KPIs Trends

Balance Sheet Top KPIs Trends
Balance Sheet Top KPIs TrendsBalance Sheet Top KPIs Trends
Visualize how your Balance Sheet KPIs are evolving (Month-to-Date, Year-to-Date)

Financial Analytics

Balance Sheet

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

Behavioral Analytics

Balance Sheet KPI Performance

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

Creating your BALANCE SHEET dashboard Step-by-Step

You want to get a clear understanding on your Balance Sheet results? You want to build a Tableau dashboard to better understand your Balance Sheet data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Balance Sheet data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Balance Sheet data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Month Month (Date type) (Date used for time-series analysis)
  • string
    Legal Entity / Company Legal Entity (or Company...)
  • string
    Cost Center / Department / Division Cost Center (or Department, Division...)
  • numeric
    Current Assets Current Assets
  • numeric
    Current Liabilities Current Liabilities [positive value expected]
  • numeric
    Total Assets Total Assets
  • numeric
    Total Liabilities Total Liabilities [positive value expected]

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Balance Sheet' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Balance Sheet dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Balance Sheet dashboard is now ready to be used or customized!


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