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Detailed presentation of the FINANCE dashboard

Your FINANCE dashboard will contain 23 KPIs

and 7 dashboard pages

Home

Finance Home

Finance Home
Finance HomeFinance Home
Get a Home Page for your Finance dashboard

Cockpit

Finance Cockpit

Finance Cockpit
Finance CockpitFinance Cockpit
Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin%, EBIT%, OpEx, EBT%, Total Equity, ROI%...

Finance Top KPIs Overview

Finance Top KPIs Overview
Finance Top KPIs OverviewFinance Top KPIs Overview
Get a transversal view on your top 6 Finance KPIs, split by the dimension of your choice

Finance Top KPIs Evolution

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

Trends Analysis

Finance Trends Analysis

Finance Trends Analysis
Finance Trends AnalysisFinance 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 AnalysisFinance 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 AnalysisFinance 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):

  • date
    Month Month (Date format) (Date used for time-series analysis)
  • string
    Legal Entity / Company Legal Entity, Company
  • string
    Cost Center / Department / Division Cost Center, Department, Division
  • numeric
    Total Sales / Revenues Total Sales, Revenues
  • numeric
    Operating Costs / COGS Operating Costs, COGS (Cost of Goods Sold)
  • numeric
    Operating Expenses / OpEx Operating Expenses, OpEx
  • numeric
    Depreciations & Amortizations Depreciations + Amortizations
  • numeric
    Interests & Taxes Interests + Taxes
  • numeric
    Current Assets Current Assets
  • numeric
    Current Liabilities Current Liabilities
  • numeric
    Total Assets Total Assets
  • numeric
    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).

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 :-)

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