Business dashboard template: FINANCE

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Providea workbookcontaining at least12 attributes

Geta ready-to-use,best-in-marketFINANCE dashboard

Finance Home

Get a Home Page for your Finance dashboard

Finance Cockpit

Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin %, Operating Income %, OpEx, Net Income %, Total Equity, ROI %...

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%

Finance Top KPIs Breakdown

Get a transverse view on your top 6 Finance KPIs, split by the dimension of your choice

12 required attributes

Month
Legal Entity, Company
Cost Center, Department, Division
Total Sales, Revenues
Operating Costs, COGS
Operating Expenses, OpEx
Depreciations & Amortizations
Interests & Taxes
Current Assets
Current Liabilities
Total Assets
Total Liabilities

13 dashboard pages

Detailed presentation of the FINANCE dashboard

Your FINANCE dashboard will contain 23 KPIs

Total RevenuesSum of Revenues
COGSCost of goods sold (COGS, also known as 'Cost of Sales') refers to the direct costs attributable to the production of the goods sold in a company. This amount includes the cost of the materials used in creating the good along with the direct labor costs used to produce the good. It excludes indirect expenses such as distribution costs and sales force costs.
Gross MarginAmount 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 (%)
OpExOperating 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
OpEx to Revenues ratioShare of Operating Expenses on Total Revenues: OpEx / Revenues (%)
Operating IncomeEarnings before interest and taxes -> profits before taking away interest charges and tax payments: Gross Margin - (OpEx + Depreciations + Amortizations)
Operating Income %Share of Operating Income on Total Revenues: Operating Income / Revenues (%)
Net IncomeNet Income: Operating Income - (Interests + Taxes)
Net Income %Net Income / Revenues (%)
Deprec. & Amort.Amortizations and depreciations are methods of prorating the cost of business assets over the course of their useful life
Interests & TaxesSum of Interests & Taxes
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
ROI %Net Income / Total Equity (%)
Debt to income ratioTotal Liabilities / Revenues (%)
Debt to equity ratioHow much debt the company has relative to its investor equity: Total Liabilities / Total Equity (%)

and 13 dashboard pages

Home

Finance Home

Get a Home Page for your Finance dashboard

Cockpit

Finance Cockpit

Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin %, Operating Income %, OpEx, Net Income %, Total Equity, ROI %...

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%

Finance Top KPIs Breakdown

Get a transverse view on your top 6 Finance KPIs, split by the dimension of your choice

Finance Top KPIs Trends

Visualize how your Finance KPIs are evolving (Month-to-Date, Year-to-Date)

Financial Analytics

Income Statement

Get an instant overview of your main Profit & Loss KPIs

Income Statement - What-if Analysis

Easily perform simulations and what-if analysis on your Top P&L KPIs

Income Statement: Waterfall

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

Balance Sheet

Get an instant overview of your main Balance Sheet KPIs

Behavioral Analytics

Finance KPI Performance

Visualize the overall performance of any of your Finance KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Trends Analytics

Finance Trends Analysis

Visualize the evolution of any of your Finance KPIs: Trends, Performance & Year over Year

Distribution Analytics

Finance Segmentation Analysis

Visualize the value of any of your Finance KPIs, split by the dimension you selected (market share analysis)

Finance Pareto Analysis

Perform a Pareto Analysis on any of your Finance KPIs: the 80/20 rule.

Creating your FINANCE dashboard Step-by-Step

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

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

Finance dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Finance 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):

Month Month (Date type) (Date used for time-series analysis)
Legal Entity, Company Legal Entity, Company
Cost Center, Department, Division Cost Center, Department, Division
Total Sales, Revenues Total Sales, Revenues
Operating Costs, COGS Operating Costs, COGS (Cost of Goods Sold) [positive value expected]
Operating Expenses, OpEx Operating Expenses, OpEx [positive value expected]
Depreciations & Amortizations Depreciations + Amortizations [positive value expected]
Interests & Taxes Interests + Taxes [positive value expected]
Current Assets Current Assets
Current Liabilities Current Liabilities [positive value expected]
Total Assets Total Assets
Total Liabilities Total Liabilities [positive value expected]