Templates
Finance Dashboard Template
Finance dashboards should show revenue, profitability, margins, cash flow, expense trends, budget variance, and liquidity metrics in one executive-friendly view.
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Recommended sections
- KPI cards for the most important metrics.
- Target versus actual performance.
- Trend charts by month or quarter.
- Department or channel filters.
- Notes for decisions and next actions.
Formula workflow
Define each KPI, document the formula, build it in Excel or DAX, then use the same logic across dashboard pages.
Browse KPI formulas →Useful KPI categories
Finance KPIsProfitability, liquidity, valuation, cash flow, capital structure, and growth KPI formulas for finance teams and busines...Accounting KPIsAccounting KPI formulas for receivables, payables, working capital, liquidity, financial control, and month-end reportin...Marketing KPIsMarketing KPI formulas for campaigns, acquisition, advertising efficiency, conversion, email, website, and funnel report...Sales KPIsSales KPI formulas for pipeline, revenue, win rate, deal size, sales velocity, forecasting, and rep performance....SaaS KPIsSaaS KPI formulas for recurring revenue, churn, retention, expansion, customer lifetime value, and subscription business...Operations KPIsOperations KPI formulas for efficiency, capacity, quality, inventory, delivery, throughput, and manufacturing performanc...HR KPIsHR KPI formulas for hiring, retention, headcount, absenteeism, workforce productivity, and people analytics....Customer Support KPIsCustomer support KPI formulas for response time, resolution, service quality, customer satisfaction, tickets, and suppor...Ecommerce KPIsEcommerce KPI formulas for order value, checkout, conversion, retention, refunds, returns, and marketplace performance....Project Management KPIsProject management KPI formulas for schedule, cost, earned value, budget control, resource utilization, and delivery per...