Providea workbookcontaining at least12 attributes
Geta ready-to-use,best-in-marketFINANCE dashboard
Finance Home
Finance Home
Get a Home Page for your Finance dashboard
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 Overview
Finance Top KPIs Overview
Get a transverse view on your top 6 Finance KPIs, split by the dimension of your choice
Finance Top KPIs Evolution
Finance Top KPIs Evolution
Visualize how your Finance KPIs are evolving (Month-to-Date, Year-to-Date)
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
Detailed presentation of the FINANCE dashboard
Your FINANCE dashboard will contain 23 KPIs
- Total RevenuesSum of Revenues
- COGSSum of COGS; Operating Costs
- Gross MarginRevenues - COGS
- Gross Margin %Gross Margin / Revenues (%)
- OpExSum of Operating Expenses; OpEx
- OpEx to Revenues ratioOpEx / Revenues (%)
- EBITGross Margin - (OpEx + Depreciations + Amortizations)
- EBIT %EBIT / Revenues (%)
- EBTEBIT - (Interests + Taxes)
- EBT %EBT / Revenues (%)
- Deprec. & Amort.Sum 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
- 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 11 dashboard pages
Home
Finance Home
Finance Home
Get a Home Page for your Finance dashboard
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 Overview
Finance Top KPIs Overview
Get a transverse view on your top 6 Finance KPIs, split by the dimension of your choice
Finance Top KPIs Evolution
Finance Top KPIs Evolution
Visualize how your Finance KPIs are evolving (Month-to-Date, Year-to-Date)
Financial Analytics
Balance Sheet
Balance Sheet
Get an instant overview of your main Balance Sheet KPIs
Profit & Loss Statement
Profit & Loss Statement
Get an instant overview of your main Profit & Loss KPIs
Profit & Loss Statement - What-if Analysis
Profit & Loss Statement - What-if Analysis
Easily perform simulations and what-if analysis on your Top P&L KPIs
Trends Analytics
Finance Trends Analysis
Finance Trends Analysis
Visualize the evolution of any of your Finance KPIs: Trends, Performance & Year over Year
Distribution Analytics
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
Perform a Pareto Analysis on any of your Finance KPIs: the 80/20 rule.
Finance KPI Performance
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
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) (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)
-
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
Sales
Finance
Procurement
Digital Marketing
Project Management
Service Desk / Call Center
Sentiment Analysis
General Services
Banking
Healthcare
Telecommunications
Fundraising
Education
Insurance
Retail
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!
