Finance Dashboard
Revolutionize Your Financial Management with Our Modern and Interactive Finance Dashboard Power BI.
Intuitive Design, Easy-to-Use Interface and Highly Informative Visualizations to Empower Better Decision-Making with Finance Analytics Dashboard.
Synced with Dynamics 365
2 mins ago
$1MRevenue
5%Margin
$2MOp. Cost
Cash Flow
Budget vs Actual
Revenue Trend
+0% vs last quarter
Profit Analysis
0%
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Whether you run Microsoft Dynamics 365 Business Central, Dynamics 365 Finance & Operations or another ERP and accounting system, this power bi finance dashboard connects directly to your existing financial data. See our dedicated dashboards for D365 Business Central and D365 F&O or explore Jet Reports and Jet Analytics for other data sources.
Front Page Finance Dashboard
The Front Page of our Power BI Finance Dashboard template is the gateway to your data insights, and having navigation buttons can help users quickly and easily access different sections of your financial reporting Power BI.
The navigation buttons are typically placed at the top of the title page and are designed to be intuitive and user-friendly. These buttons can be used to jump to different pages to explore these finance dashboard examples..
Finance Overview
The Finance Overview offers a comprehensive view of the company’s financial performance, providing key information about growth with finance dashboard sample.
This focuses on five KPI metrics; including Revenue, COGS, Gross Profit, Expenses, and Net Profit. It provides a concise overview of Revenue Performance, Top Expense and Revenue Accounts, and Working Capital. These metrics offer daily analysis of the company’s financial health and enable stakeholders to make informed decisions to drive growth with our finance management dashboard.
Last Year Analysis
The Last Year Analysis provides a comprehensive comparison of the company’s growth and current financial standing with the previous year.
It focuses on five KPIs including Revenue, COGS, Gross Profit, Expenses, and Net Profit. It presents a comparative view of Revenue by Month and Year-to-Date (YTD), Top 5 Expense Accounts, and Net Profit Analysis, enabling a deeper understanding of the company’s financial performance.
Actual Vs Budget Analysis
The Actual vs Budget Analysis helps evaluating a company’s financial performance by comparing its growth and current financial standing with its budgeted goals.
It focuses on five KPIs including Revenue, COGS, Gross Profit, Expenses, and Net Profit. It presents a Month-by-Month Actual vs Budget Comparison of Revenue and Expenses, providing a clear and concise view of the company’s financial performance. It also displays the variance and variance %, enabling stakeholders to better understand the differences between actual results and budgeted goals.
Income Statement
The Income Statement dashboard power bi provides a comprehensive view of a company’s profitability within finance dashboard report.
This report focuses on five KPIs including Revenue, COGS, Gross Profit, Expenses, and Net Profit. It presents a complete income statement, including YTD, Actual vs Budget comparison, and comparison with the previous month and year. These valuable insights offer stakeholders a lucid and concise outlook of the organization’s fiscal performance, enabling them to make well-informed decisions that promote profitability with financial Power BI dashboard.
Balance Sheet
The Balance Sheet helps evaluating a company’s financial position and book value. This report focuses on five KPIs including Fixed Assets, Current Assets, Fixed Liabilities, Current Liabilities, and Equity.
It presents a complete balance sheet statement, including Net Change, YTD, Balance, and comparison with the previous month and year. These insights offer a clear and concise view of the company’s financial position, enabling stakeholders to make informed decisions to drive growth and profitability with balance sheet dashboard.
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FAQs on Finance Dashboard
The cost of your Power BI finance dashboard depends on a few factors: the number of dashboard pages you need (such as Finance Overview, Budget vs Actual, Income Statement, and Balance Sheet), the number of data sources we connect from your ERP or accounting system, and the level of customization required for your KPIs, visuals, and branding. Once your dashboard is live, ongoing support and updates are handled separately at a discounted hourly rate for existing clients. Share your requirements with our sales team and we'll put together a tailored quote.
A Power BI finance dashboard is an interactive report that pulls data from your accounting or ERP system into one live view, showing revenue, expenses, profit and multiple financial statements like cash flow without manual spreadsheet work in one dashboard.
A finance dashboard should track total revenue, gross profit, net profit, operating expenses, profit margin, cash flo, and budget vs actual variance. Our Power BI finance dashboard covers all of these by default, with all financial KPIs fully customizable to your business.
Yes. This finance dashboard connects directly to Microsoft Dynamics 365 Business Central and Dynamics 365 Finance & Operations, pulling live data so your reports stay current without manual exports or updates.
The implementation timeline varies based on specific requirements, like the number of pages, filter requirement, number of kpis and visuals to be showed in a page. Typically, this power bi dashboard can range from 3 to 10 days.
This dashboard is built for CFOs, finance directors, controllers and business owners who need a real-time view of financial performance instead of manually updated spreadsheets.
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Our finance dashboard from Global Data 365 has revolutionized the way we manage our finances, providing real-time insights that enable us to make informed decisions and drive business growth. The team was responsive and attentive throughout the design process, and we highly recommend their services.
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