Provide
a workbook
containing at least
12 attributes
Get
a ready-to-use,
best-in-market
FINANCE 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%, EBIT%, OpEx, EBT%, Total Equity, ROI%...
Finance KPIs
Understand the contribution to the performance of your top Finance KPIs
Finance Top KPIs Evolution
Visualize how your Finance Performance is 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
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
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 (%)
and 9 dashboard pages
Finance - Home
Get a Home Page for your Finance Dashboard
Finance Cockpit
Get instant overview of your Finance KPIs: Revenues, Gross Margin, Gross Margin%, EBIT%, OpEx, EBT%, Total Equity, ROI%...
Finance KPIs
Understand the contribution to the performance of your top Finance KPIs
Finance Top KPIs Evolution
Visualize how your Finance Performance is evolving (Month-to-Date, Year-to-Date)
Finance - Evolution over Years
Visualize how your top Finance KPIs are correlated and how this correlation evolved across years
Finance Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (share analysis)
Pareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)
Trends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year
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!
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:
-
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
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 :-)
