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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
24 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
  • Opex & Deprec. & Amort.
  • 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

KPi Your FINANCE dashboard will contain 24 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 (%)
  • Opex & Deprec. & Amort.OpEx + Depreciations + Amortizations
  • 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 (%)

Visualization and 9 dashboard pages

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 KPIs
Finance KPIs Finance KPIs
Understand the contribution to the performance of your top Finance KPIs
Finance Top KPIs Evolution
Finance Top KPIs Evolution Finance Top KPIs Evolution
Visualize how your Finance Performance is evolving (Month-to-Date, Year-to-Date)
Finance - Evolution over Years
Finance - Evolution over Years Finance - Evolution over Years
Visualize how your top Finance KPIs are correlated and how this correlation evolved across years
Finance Segmentation Analysis
Finance Segmentation Analysis Finance Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (share analysis)
Pareto Analysis
Pareto Analysis Pareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)
Trends Analysis
Trends Analysis Trends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year
Trends Split Analysis
Trends Split Analysis Trends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

 

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

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

 

Finance 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
    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

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' and upload your Tableau workbook

 

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

 

This dashboard will help you to better manage your Finance KPIs: 

Just try it here :-)

 

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