![]() ![]() Easily spot expense and revenue trends and get a handle on net income, and cash flow, without spending hours on manual reporting. See the financial health of your business for any given month, quarter, year, or other period, to unearth opportunities to cut costs and drive revenue. Profit & LossĪ real-time profit-and-loss dashboard shows net profits in real time and delivers on-demand projections for sales and expense. Choose the current age or a historical view to track changes, too.įor more information about this topic, explore the guide to the Best Vendor Payment Processes. This useful accounting dashboard lets you flag high-risk clients and spotlight clients who deserve special attention. Who pays promptly and who doesn’t? When you know your average days to pay by customer, you can make smarter decisions about support and service. This is one of the best financial dashboards for CFOs to monitor overall performance. A full-color, easy-to-read speedometer-type gauge displays your progress as a function of revenue and costs. A year-to-date net profit vs goal display shows where you are vs where you hoped you’d be. ![]() Then click through for details to gain insights that can help your teams expand on and learn from your successes. See your star performers and your laggards in one game-changing graphical view. ![]() What’s your most profitable project? Your business will go from good to great with a top-line view of total profit, broken out by project. That added clarity can spotlight the projects that deserve more resources and the ones that need attention. A project-net-profit dashboard helps to highlight the profitability of each active project. This up-to-the-minute tracking makes it easier to respond to changes in the business environment and take advantage of emerging opportunities.įor example, a custom financial dashboard that shows billing aging by customer can make it easy to automate follow-ups on overdue bills and improve cash flow. With the right financial reporting dashboards in place - such as revenue dashboards or general ledger dashboards - CFOs and their teams can track business-driving KPIs in real time. How Can Financial Dashboards Help Make Business Decisions? The best financial dashboards let accounting and finance professionals save time by tracking key KPIs, reducing massive, real-time data sets down to vital insights at a glance, and customizing reports for instant, robust financial understanding. Scroll down for the best financial dashboard examples for your business, plus tips to customize financial dashboards to fit your processes and accounting workflows.Ī financial dashboard is a digital tool for business intelligence. With the right corporate finance dashboards in place, you’ll see revenue, costs, profit, loss, and all your other guiding stars laid out at your fingertips. Download Now: Free Accounting on Salesforce Guide → ![]()
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