Providea workbookcontaining at least12 attributes
Geta ready-to-use,best-in-marketFINANCE dashboard
Finance Home
Finance Home![Finance Home]()
Get a Home Page for your Finance dashboard
Finance Cockpit
Finance Cockpit![Finance Cockpit]()
Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin%, EBIT%, OpEx, EBT%, Total Equity, ROI%...
Finance Top KPIs Evolution
Finance Top KPIs Evolution![Finance Top KPIs Evolution]()
Visualize how your Finance KPIs are evolving (Month-to-Date, Year-to-Date)
Finance Top KPIs Overview
Finance Top KPIs Overview![Finance Top KPIs Overview]()
Get a transversal 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
23 KPIs
- Total Revenues
- COGS
- OpEx
- Depreciations & Amortizations
- Interests & Taxes
- Current Assets
- Current Liabilities
- Total Assets
- Total Liabilities
- Gross Margin
- Gross Margin %
- OpEx to Revenues ratio
- EBIT
- EBIT %
- EBT
- EBT %
- Working Capital
- Working Capital ratio
- Liquidity ratio
- Total Equity
- ROI %
- Debt to income ratio
- Debt to equity ratio
Detailed presentation of the FINANCE dashboard
Your FINANCE dashboard will contain 23 KPIs
- Total RevenuesSum of Revenues
- COGSSum of COGS / Operating Costs
- OpExSum of Operating Expenses / OpEx
- Depreciations & AmortizationsSum of Depreciations & Amortizations
- Interests & TaxesSum of Interests & Taxes
- 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
- Gross MarginRevenues - COGS
- Gross Margin %Gross Margin / Revenues (%)
- OpEx to Revenues ratioOpEx / Revenues (%)
- EBITGross Margin - (OpEx + Depreciations + Amortizations)
- EBIT %EBIT / Revenues (%)
- EBTEBIT - (Interests + Taxes)
- EBT %EBT / Sales (%)
- Working CapitalCurrent Liabilities - Current Assets
- Working Capital ratioCurrent Assets / Current Liabilities (%)
- Liquidity ratioCurrent Liabilities / Current Assets (%)
- Total EquityTotal Assets - Total Liabilities
- ROI %EBT / Total Equity (%)
- Debt to income ratioTotal Liabilities / Revenues (%)
- Debt to equity ratioTotal Liabilities / Total Equity (%)
and 7 dashboard pages
Home
Finance Home
Finance Home![Finance Home]()
Get a Home Page for your Finance dashboard
Cockpit
Finance Cockpit
Finance Cockpit![Finance Cockpit]()
Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin%, EBIT%, OpEx, EBT%, Total Equity, ROI%...
Finance Top KPIs Evolution
Finance Top KPIs Evolution![Finance Top KPIs Evolution]()
Visualize how your Finance KPIs are evolving (Month-to-Date, Year-to-Date)
Finance Top KPIs Overview
Finance Top KPIs Overview![Finance Top KPIs Overview]()
Get a transversal view on your top 6 Finance KPIs, split by the dimension of your choice
Trends Analysis
Finance Trends Analysis
Finance Trends Analysis![Finance Trends Analysis]()
Visualize the evolution of any of your Finance KPIs: Trends, Performance & Year over Year
Distribution Analysis
Finance Segmentation Analysis
Finance Segmentation Analysis![Finance Segmentation Analysis]()
Visualize the value of any of your Finance KPIs, split by the dimension you selected (market share analysis)
Finance Pareto Analysis
Finance Pareto 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!
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 format)
-
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)
-
Operating Expenses / OpEx Operating Expenses, OpEx
-
Depreciations & Amortizations Depreciations + Amortizations
-
Interests & Taxes Interests + Taxes
-
Current Assets Current Assets
-
Current Liabilities Current Liabilities
-
Total Assets Total Assets
-
Total Liabilities Total Liabilities
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Finance' and upload your Tableau workbook (note: your data is NOT uploaded).
Dashboard Template
- Predefined (and customizable) KPIs
- Predefined DataViz
Finance
Procurement
Digital Marketing
Processes
Case Management
Banking
Healthcare
Telecommunications
Fundraising
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Finance dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Finance dashboard is now ready to be used or customized!
Just give it a try here :-)
