FI BS Cockpit W.PNG FI BS Cockpit D.PNG
7 required attributes
  • dateMonth
  • stringLegal Entity / Company
  • stringCost Center / Department / Division
  • numericCurrent Assets
  • numericCurrent Liabilities
  • numericTotal Assets
  • numericTotal Liabilities
10 KPIs
  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Working Capital
  • Working Capital ratio
  • Liquidity ratio
  • Total Equity
  • Debt to income ratio
  • Debt to equity ratio

Detailed presentation of the BALANCE SHEET dashboard

KPi Your BALANCE SHEET dashboard will contain 10 KPIs:

  • Current Assets(Last) Sum of Current Assets
  • Current Liabilities(Last) Sum of Current Liabilities
  • Total Assets(Last) Sum of Total Assets
  • Total Liabilities(Last) Sum of Total Liabilities
  • Working CapitalCurrent Liabilities - Current Assets
  • Working Capital ratioCurrent Assets / Current Liabilities (%)
  • Liquidity ratioCurrent Liabilities / Current Assets (%)
  • Total EquityTotal Assets - Total Liabilities
  • Debt to income ratioTotal Liabilities / Revenues (%)
  • Debt to equity ratioTotal Liabilities / Total Equity (%)

Visualization and 9 dashboard pages

Home

Finance Balance Sheet - Home

Finance Balance Sheet - Home
Finance Balance Sheet - HomeFinance Balance Sheet - Home
Get a Home Page for your Finance Balance Sheet Dashboard

Cockpit

Finance - Balance Sheet - Cockpit

Finance - Balance Sheet - Cockpit
Finance - Balance Sheet - CockpitFinance - Balance 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...

Finance Balance Sheet KPIs

Finance Balance Sheet KPIs
Finance Balance Sheet KPIsFinance Balance Sheet KPIs
Understand the contribution of your dimension to the performance of your top Finance Balance Sheet KPIs

Finance Balance Sheet Top KPIs Evolution

Finance Balance Sheet Top KPIs Evolution
Finance Balance Sheet Top KPIs EvolutionFinance Balance Sheet Top KPIs Evolution
Visualize how your Finance Balance Sheet Performance is evolving (Month-to-Date, Year-to-Date)

Trends Analysis

Trends Analysis

Trends Analysis
Trends AnalysisTrends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year

Finance - Evolution over Years

Finance - Evolution over Years
Finance - Evolution over YearsFinance - Evolution over Years
Visualize how your top Finance KPIs are correlated and how this correlation evolved across years

Trends Split Analysis

Trends Split Analysis
Trends Split AnalysisTrends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

Segmentation Analysis

Finance Segmentation Analysis

Finance Segmentation Analysis
Finance Segmentation AnalysisFinance Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (share analysis)

Pareto Analysis

Pareto Analysis
Pareto AnalysisPareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)

 

You want to get a clear view of your Balance Sheet KPIs? You want to build a Tableau dashboard to better understand your Financial data?

Using LinPack-for-Tableau.com, you can generate a stunning Balance Sheet Dashboard in less than 1 minute!

 

Balance Sheet dashboard Live Demo

 

For this, just follow the instructions :-)

 

1st step: Create a Tableau workbook containing the connection definition to your financial data (whether it comes from your financial system, Excel...)

You must retrieve at least the following attributes:

  • date
    Month Month (Date format)
  • string
    Legal Entity / Company Legal Entity, Company
  • string
    Cost Center / Department / Division Cost Center, Department, Division
  • numeric
    Current Assets Current Assets
  • numeric
    Current Liabilities Current Liabilities
  • numeric
    Total Assets Total Assets
  • numeric
    Total Liabilities Total Liabilities

The attributes names do not have to match and the underlying data model could be one file or 5 tables, it does not matter :-).

 

2nd step: On LinPack-for-Tableau.com, select 'create dashboard from template: Finance - Balance Sheet' and upload your Tableau workbook

 

3rd step: Map your attributes, click 'Confirm & Download'... you're done!!!

 

This dashboard will help you to better visualize your Balance Sheet KPIs: 

Just try it here :-)

 

Enjoy and share your feedbacks with us so we can improve the solution :-)

 

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