Financial Dashboard Examples & Templates | Klipfolio (2024)

What is a Financial Performance dashboard?

What is a Financial Dashboard?

The first thing that comes to mind when thinking of a financial dashboard is tracking fiscal performance. The financial dashboard displays financial KPIs like current revenue, quick ratio, and short-term assets. In the quest for brevity, however, it is important to provide executives with an easy way to get a more granular view of the business.

How do you build a financial dashboard?

  1. Define your goals and KPIs
  2. Identify the financial metrics you want to track
  3. Design and build your dashboard with instant, custom, or calculated metrics
  4. Get insights, identify trends, and track your data history

Relevant KPIs and metrics

Definition

The executive dashboard provides a concise but accurate view of business performance so executives can get the information they need "at-a-glance" to drive the business forward.

Financial Dashboard Examples & Templates | Klipfolio (2024)
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