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15 Financial Dashboard Examples, KPIs and Template for 2025
May 22, 2025
Ka Ling Wu
Co-Founder & CEO, Upsolve AI
Your finances shouldn't be ignored, because when you overlook them, your business is more likely to struggle.
So, what can you do?
I understand that most founders, CFOs, and product managers deal daily with messy, scattered financial data.
Therefore, you need a financial dashboard that can instantly show you:
Your actual cash position
If revenue goals are being met
Where you're overspending
In this blog, you’ll see 15 proven financial dashboards and learn:
Key KPIs for SaaS, DTC, and startups
How to choose between Excel, Power BI, or Google Sheets
Steps to build your dashboard (+ a free template!)
Let’s simplify your finances and explore how a financial dashboard can help you stay on top of your numbers with real-time data.
TL;DR: Building a Financial Dashboard in 2025
- Focus on 5–7 key KPIs, like cash flow, revenue, and burn rate
- Use tools like Excel, Power BI, or Google Sheets to get started
- Try templates to save time and avoid manual setup
- Use Upsolve AI for real-time, no-code dashboards with AI insights
- Download our free template and try Upsolve AI for 30 days free
What is a Financial Dashboard?
A financial dashboard is an embedded analytics overview that shows your key financial data clearly in one place—no complicated spreadsheets or confusing reports.
It's important because it helps founders, CFOs, and product managers quickly understand their financial health and make informed decisions faster.
For example, a financial dashboard shows revenue against forecasts clearly, with real-time updates, making it easy to track your financial performance instantly.
A good financial dashboard typically includes:
Easy-to-read graphs and charts
Real-time data updates
Visual alerts for key metrics
In short, financial dashboards simplify your data, keep your team aligned, and help you act quickly instead of guessing from outdated spreadsheets.
Interactive Dashboard: What It Is and 5 Examples To Understand Better
Benefits of Using a Financial Dashboard in 2025
A good financial dashboard makes your business easier to manage.
It instantly organizes complex data, giving you clarity without extra effort.
Here’s why every founder, CFO, and product manager should use one:
Instant Financial Overview
Quickly see key numbers like revenue, profit, and expenses, all in one clear view—no confusion or messy spreadsheets required.
Faster Decisions with Real-time Data
Dashboards update automatically, giving you accurate, up-to-date information so you can make smart decisions without waiting days or weeks.Less Manual Work, Fewer Errors
Stop manually copying data from different sources—dashboards reduce mistakes by automating data collection and reporting.Better Team Alignment
A clear dashboard means everyone on your team sees the same numbers, making it easier to align goals, budgets, and performance targets.
Improved Budget Management
Clearly see where you're overspending and quickly adjust budgets, ensuring you're always in control of your finances.
In short, financial dashboards help you easily understand your numbers, avoid costly surprises, and confidently make smarter business decisions.
Top KPIs to Track on Your Financial Dashboard
To effectively manage your finances, your financial dashboard should clearly track these essential KPIs. Here's what matters most, especially for SaaS and startups:
KPI | What It Tells You |
Revenue and Profit Margins | Total income and the percentage that’s actual profit after costs — a measure of real growth. |
Gross Profit Margin | Shows how healthy your core operations are by revealing revenue left after COGS. |
Cash Flow and Liquidity | Displays available cash, upcoming expenses, and how long you can operate comfortably. |
Burn Rate | Tracks how fast you're spending cash — critical for startups managing runway. |
Budget vs. Actuals | Compares planned vs. actual spending to highlight overspending or misalignment. |
Operating Expenses | Helps you monitor regular costs like salaries, tools, and marketing to spot trends. |
Accounts Payable & Receivable | Shows what you owe and what’s owed to you — crucial for managing cash flow. |
Tracking these KPIs on your dashboard gives clarity, simplifies finances, and helps you confidently navigate business decisions with updated data.
Also Check:
Customer Experience Analytics - 10 KPIs and Metrics You Need To Know
Customer Engagement Analytics: 10 Metrics + Use Cases To Boost Engagement
15 Financial Dashboard Examples to Inspire You
Building a financial dashboard from scratch can feel overwhelming, especially when you're not sure what a great one actually looks like.
To help you out, I’ve picked 15 proven financial dashboard examples you can easily explore, grouped neatly into categories like leadership, revenue, cash flow, and personal finance.
I've put them into an easy comparison table below.
It'll help you quickly choose the right dashboard based on your team's exact needs.
Dashboard | Category | Best For |
CFO Dashboard | Leadership & CFO | Executive overview, financial health |
Executive Dashboard | Leadership & CFO | Top-level KPIs, profitability tracking |
Revenue Dashboard | Revenue & Profitability | SaaS revenue, subscription metrics |
Profit and Loss Dashboard | Revenue & Profitability | Income, expenses, profit monitoring |
Sales Revenue Dashboard | Revenue & Profitability | Sales pipeline, revenue targets |
Cash Flow Dashboard | Cash Flow & Expense Management | Cash inflow and outflow tracking |
Expense Tracking Dashboard | Cash Flow & Expense Management | Expense control and monitoring |
Budget Planning Dashboard | Cash Flow & Expense Management | Budgeting, controlling spending |
Accounts Payable & Receivable | Cash Flow & Expense Management | Payments, cash flow management |
Personal Finance Dashboard | Personal | Individual income, expense tracking |
Financial Dashboard (Power BI) | Power BI & Mobile UI | Interactive financial reporting |
Mobile Financial Dashboard | Power BI & Mobile UI | On-the-go financial visibility |
Balance Sheet Dashboard | Financial Reporting | Asset, liability, equity tracking |
Investment Performance Dashboard | Financial Reporting | Investment tracking, ROI monitoring |
Burn Rate Dashboard | Financial Reporting | Startup cash runway management |
With this quick reference, you can easily select a financial dashboard that matches your goals.
Let’s start by exploring dashboards designed specifically for executives and CFOs:
#1 Leadership & CFO Dashboards
These dashboards provide CEOs and CFOs with clear, high-level financial insights, helping them quickly assess company health, spot issues early, and confidently make strategic decisions.
1. CFO Dashboard
This dashboard clearly summarizes top-level financial metrics, giving you instant clarity about your overall financial health without complex traditional reports.
KPIs this dashboard tracks:
Executive-level metrics like total revenue, profit margins, cash runway, major expenses, and monthly budget vs. actual spend.
Why is this dashboard useful?
Executives can quickly spot financial trends and address issues fast. Specifically, it helps leaders:
Clearly see overall financial health
Identify budget problems early
Make quick, confident decisions
Who uses this dashboard?
Great for CFOs, CEOs, and executive teams in SaaS, startups, or DTC brands who want a clear snapshot of financial performance.
2. Executive Financial Dashboard
This dashboard visually presents leadership-level KPIs, clearly highlighting your company's profitability, growth, and operational efficiency, helping executives track performance effortlessly.
KPIs this dashboard tracks:
EBITDA, revenue growth rates, gross profit, operating costs, and other strategic financial metrics that are crucial for executives.
Why is this dashboard useful?
Leaders can instantly evaluate financial health and act decisively. Specifically, it helps executives:
Identify key revenue trends
Spot inefficiencies or overspending
Quickly align leadership on performance
Who uses this dashboard?
Ideal for CEOs, CFOs, and management teams at growing companies who need rapid clarity for strategic financial decisions.
Revenue & Profitability Dashboards
These dashboards help founders and revenue-focused teams quickly track income, profits, and growth metrics, so they can confidently steer their businesses toward profitability.
3. Revenue Dashboard
This dashboard clearly visualizes monthly recurring revenue (MRR), churn rate, and subscription trends, making it easy to track your revenue growth instantly.
KPIs this dashboard tracks:
Key SaaS metrics like monthly recurring revenue, churn rates, new subscriptions, cancellations, and net revenue growth.
Why is this dashboard useful?
It helps founders and revenue teams instantly identify revenue trends, detect issues early, and drive growth. Specifically, it helps:
Quickly understand subscription health
Spot churn before it worsens
Adjust sales strategy based on live data
Who uses this dashboard?
Perfect for SaaS founders, growth teams, and product managers who need real-time visibility into their revenue streams.
4. Profit and Loss Dashboard
This dashboard clearly breaks down your monthly income, expenses, and net profit, providing instant clarity on your overall profitability.
KPIs this dashboard tracks:
Revenue, cost of goods sold (COGS), operating expenses, gross profit, net income, and profit margins.
Why is this dashboard useful?
Founders and finance teams can quickly gauge profitability, track spending, and adjust budgets proactively. Specifically, it helps teams:
Identify profitable products or channels
Monitor and control expenses easily
Spot profit fluctuations immediately
Who uses this dashboard?
Ideal for startups, SaaS companies, and finance teams focused on maintaining healthy profit margins and controlling costs.
5. Sales Revenue Dashboard
This dashboard neatly tracks sales performance, pipeline health, and growth trends, helping revenue teams easily measure and manage sales effectiveness.
KPIs this dashboard tracks:
Total sales revenue, sales pipeline status, deal velocity, average deal size, and sales targets vs. actual performance.
Why is this dashboard useful?
Revenue teams quickly see what's driving sales or causing slowdowns, enabling swift action. Specifically, it helps:
Identify sales opportunities in real-time
Understand pipeline bottlenecks instantly
Align teams around revenue goals clearly
Who uses this dashboard?
Great for sales leaders, revenue operations teams, and founders who need a clear, real-time view of their sales performance.
#2 Cash Flow & Expense Management Dashboards
Cash flow can make or break your business.
These dashboards give you an instant snapshot of your cash situation and spending, helping you stay financially healthy.
6. Cash Flow Dashboard
Managing cash flow is crucial, especially when every dollar counts.
This dashboard clearly shows your incoming and outgoing cash, so you're never surprised by your balance.
KPIs this dashboard tracks:
Cash inflow, cash outflow, net cash balance, runway, and overdue payments.
Why is this dashboard useful?
It gives you clarity about cash movements, prevents sudden cash crunches, and helps you strategically manage resources. Specifically, you can:
Quickly spot potential cash shortages
Identify late payments affecting your cash flow
Plan spending confidently, knowing the exact balances
Who uses this dashboard?
Ideal for startups, small businesses, or finance teams closely managing cash runway and expenses.
7. Expense Tracking Dashboard
Expenses can quietly spiral out of control if you're not careful.
This dashboard simplifies tracking expenses from multiple accounts and tools in one clear view.
KPIs this dashboard tracks:
Monthly expenses, expense categories, budget limits, spending trends, and unusual expenditures.
Why is this dashboard useful?
Quickly spot areas where you're overspending, adjust budgets proactively and keep your business lean. Specifically, you can:
Detect overspending immediately
Identify areas to reduce costs
Improve budget management with clear insights
Who uses this dashboard?
Perfect for founders, finance managers, and operations teams who need visibility to control spending effectively.
8. Budget Planning Dashboard
Keeping your budget on track can be tricky.
This dashboard clearly shows planned budgets versus actual spending, so you know exactly where adjustments are needed.
KPIs this dashboard tracks:
Budgeted vs. actual spending, spending by department, budget deviations, and historical spending trends.
Why is this dashboard useful?
It helps teams proactively manage budgets, prevents overspending, and ensures financial discipline. Specifically, you can:
Quickly compare planned vs. actual spending
Identify overspending by department or project
Make rapid budget adjustments confidently
Who uses this dashboard?
Great for finance leaders, project managers, and startups tightly managing budgets and controlling expenses.
9. Accounts Payable & Receivable Dashboard
This dashboard helps you stay on top of money coming in and going out.
Clearly see unpaid invoices and upcoming payments to keep your cash flow predictable.
KPIs this dashboard tracks:
Outstanding invoices, aging receivables, upcoming payments due, accounts payable aging, and payment timelines.
Why is this dashboard useful?
Avoid cash flow surprises by clearly tracking who owes you money and what bills are coming due. Specifically, you can:
Identify overdue payments instantly
Better manage vendor payments and relationships
Improve forecasting and predictability of cash flow
Who uses this dashboard?
Perfect for finance and accounting teams, startup founders, and businesses that must maintain tight control over cash flow.
Personal Financial Dashboards
Not every dashboard is meant for teams or large businesses.
Sometimes, the hardest finances to track clearly are your own. Here’s a dashboard built just for individuals:
10. Personal Finance Dashboard
Managing your personal finances can feel stressful, especially when you're juggling income, expenses, and savings goals.
This dashboard simplifies everything into one clear view.
KPIs this dashboard tracks:
Monthly income, daily expenses, personal savings, investment balances, and progress towards financial goals.
Why is this dashboard useful?
Easily track your finances, avoid overspending, and stay on top of your savings goals. Specifically, it helps you:
Quickly see your income and expenses clearly
Identify spending habits to manage your budget better
Stay focused on financial goals like saving or investing
Who uses this dashboard?
Ideal for freelancers, individuals, and entrepreneurs who want a clear picture of their personal finances without complicated spreadsheets.
#3 Power BI & Mobile UI Dashboards
Sometimes, having powerful software or a clear mobile view is what makes your financial dashboard truly useful.
These dashboards make complex data simpler, accessible, and actionable.
11. Financial Dashboard (Power BI)
If you're tired of limited visuals in Excel or Google Sheets, this Power BI dashboard transforms your financial data into interactive visuals and insights.
KPIs this dashboard tracks:
Revenue, profit trends, cash flow, budget variances, and interactive drill-downs by category.
Why is this dashboard useful?
It turns complex financial data into clear visuals, enabling deeper insights and better decisions. Specifically, it helps you:
Interactively explore your financial data
Quickly drill down to identify financial issues
Create reports effortlessly for stakeholders
Who uses this dashboard?
Perfect for finance teams, product managers, or anyone needing advanced financial visuals beyond basic spreadsheets.
And, this is how Power BI compares with Excel and Google Sheets:
Tool | Best for | Ease of Use | Collaboration |
Excel | Quick analysis, basic reporting | Medium | Low collaboration |
Power BI | Advanced, interactive dashboards | Medium-High | High collaboration |
Google Sheets | Easy budgeting, sharing & collaboration | High | High collaboration |
12. Financial Dashboard App (Mobile UI)
Not all financial decisions happen at your desk.
This mobile dashboard keeps key financial insights right in your pocket for instant clarity anytime.
KPIs this dashboard tracks:
Daily cash balance, recent transactions, revenue snapshots, expense alerts, and budget usage.
Why is this dashboard useful?
Instantly access financial data from your phone, making financial check-ins effortless on the go.
Specifically, it helps you:
Quickly check financial health between meetings
Get instant alerts on spending or cash flow issues
Make confident financial decisions anytime, anywhere
Who uses this dashboard?
Great for founders, executives, or entrepreneurs who frequently travel or need quick mobile access to financial data.
#4 Other Financial Reporting Dashboards
Beyond revenue and cash flow, certain dashboards provide specialized insights crucial for long-term strategic decisions.
Here are three dashboards perfect for deeper financial reporting:
13. Balance Sheet Dashboard
Balance sheets can feel daunting and complicated, especially if you’re not an accountant.
This dashboard clearly breaks down your company's assets, liabilities, and equity visually.
KPIs this dashboard tracks:
Total assets, total liabilities, shareholder equity, debt-to-equity ratio, and liquidity ratios.
Why is this dashboard useful?
Quickly understand your company’s financial stability, manage debt effectively, and keep stakeholders informed. Specifically, it helps you:
Easily interpret complex financial statements
Clearly see your financial position over time
Communicate financial stability to investors confidently
Who uses this dashboard?
Great for finance teams, CFOs, and founders who need clarity on their overall financial position without complicated reporting.
14. Investment Performance Dashboard
Tracking investment performance manually is tedious and error-prone.
This dashboard simplifies monitoring your portfolio, clearly showing returns and asset performance at a glance.
KPIs this dashboard tracks:
ROI, investment growth rate, portfolio value over time, asset allocation, and investment benchmarks.
Why is this dashboard useful?
Helps investors quickly gauge portfolio health, adjust investment strategies, and track long-term financial goals. Specifically, it helps you:
See exactly how your investments perform
Quickly spot underperforming assets
Easily communicate returns to stakeholders or partners
Who uses this dashboard?
Ideal for investors, finance teams, or companies managing multiple investment assets who need clear performance visibility.
15. Burn Rate Dashboard
If you run a startup, burn rate can keep you awake at night.
This dashboard helps clearly track how quickly you're spending cash compared to your available runway.
KPIs this dashboard tracks:
Monthly burn rate, runway remaining, monthly expenses, cash balance, and revenue offsetting burn.
Why is this dashboard useful?
Instantly see your financial runway, helping you make critical decisions around spending, hiring, or fundraising. Specifically, it helps you:
Understand exactly how long your cash will last
Identify opportunities to cut unnecessary spending
Clearly communicate runway to investors or board members
Who uses this dashboard?
Perfect for startup founders, CFOs, or finance leads in early-stage companies needing tight financial control and runway visibility.
Also Read:
How to Build Your Financial Dashboard (Step-by-Step)
Creating your first financial dashboard might feel confusing, especially if you've never done it.
Let's simplify things into clear, actionable steps so you can start easily.
Step | What to Do | Why It Matters |
1 | Choose 5–7 key KPIs | Focus on metrics like revenue, expenses, and burn rate. |
2 | Gather financial data | Pull from tools like QuickBooks, HubSpot, or bank logs. |
3 | Clean and organize the data | Remove duplicates and group data by type (e.g., income). |
4 | Pick a dashboard tool | Start with Google Sheets or Excel — upgrade later. |
5 | Use a ready-made template | Saves time and auto-generates key visuals. |
6 | Customize your dashboard | Add your data, focus on readability, highlight KPIs. |
7 | Update and review regularly | Spot trends, fix issues, and make better decisions. |
Step 1: Choose Your Metrics (KPIs)
Start by listing exactly what you need to see clearly.
Don't track everything—just the 5-7 KPIs that truly show your business’s health.
Example KPIs to start with:
Revenue (monthly or annual)
Expenses (fixed and variable)
Cash balance
Profit margin
Burn rate (crucial for startups)
Step 2: Gather Your Financial Data
Next, gather accurate financial data for these KPIs.
Pull data from tools you already use, like accounting software or bank statements.
Easy-to-use data sources:
Accounting: QuickBooks, Xero
Sales: HubSpot, Salesforce
Banking: Bank statements, expense logs
Spreadsheets: Google Sheets, Excel files
For example, with Upsolve AI you can connect with multiple sources such as:
Step 3: Clean and Organize the Data
Now, clean your data to remove duplicates or errors.
By doing this you can clearly organize data by categories like income, expenses, and profits for easy analysis.
Simple steps for clean data:
Remove duplicate entries
Correct formatting (dates, currency, etc.)
Group similar data (e.g., revenue by month)
Step 4: Pick Your Dashboard Tool
Choose a simple dashboard tool you feel comfortable with.
Even, you can start with Google Sheets or Excel for quick setup, then upgrade later if needed.
Good starter tools include:
Google Sheets: Easy, free, online collaboration
Excel: Familiar, powerful formulas
Power BI: Interactive visuals (ideal later)
Step 5: Use a Ready-to-Use Template
Instead of building from scratch, start with a ready-made financial dashboard template.
Templates simplify things and help you visualize KPIs quickly.
Templates usually include:
Pre-built charts and graphs
Automatic KPI calculations
Easy-to-follow instructions
Step 6: Customize Your Dashboard
Customize your template by adding your own data clearly.
Make sure it’s simple and shows visuals (like charts or graphs) for your most important KPIs.
Tips for a clear dashboard:
Show only essential KPIs (avoid clutter)
Make visuals easy to read quickly
Highlight key numbers or insights
Step 7: Regularly Update and Review
Finally, schedule weekly or monthly updates to keep your dashboard fresh.
Reviewing regularly can clearly spot trends, issues, or opportunities.
Create a simple update routine:
Update dashboard weekly/monthly
Quickly note trends or surprises
Adjust business decisions based on real insights
Follow these easy steps, and you'll soon have a financial dashboard that simplifies your finances and boosts decision-making clarity!
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Financial Dashboard Free vs. Paid Tools: Which One is Better?
Choosing between free or paid dashboard tools depends on your current needs, team size, and budget.
Here's a quick side-by-side comparison:
Feature | Free Tools | Paid Tools |
Ease of Use | Easy, beginner-friendly | Slight learning curve |
Visuals | Basic charts & graphs | Advanced interactive visuals |
Automation | Limited manual updates | Automatic real-time updates |
Customization | Basic, limited templates | Highly customizable |
Collaboration | Basic collaboration | Advanced sharing & teamwork |
Then When Should You Upgrade?
Free tools are great for starting quickly, but switch to paid when you need:
Automated, real-time updates to save hours
Clearer visuals for better, faster decisions
Easier team collaboration and data sharing
Deeper customization for tracking advanced KPIs
Scalability as your business grows and data expands
Paid dashboards simplify financial tracking significantly as your business scales.
Upsolve AI: Build Your Financial Dashboard With Ease
Upsolve AI is a simple, no-code analytics platform designed to help you quickly build powerful financial dashboards, even without technical or coding experience.
It lets you clearly visualize scattered financial data into intuitive dashboards, providing instant insights for better, faster decisions.
Features of Upsolve AI:
Easy drag-and-drop dashboard builder—no coding required
Real-time integrations with popular financial tools (QuickBooks, Xero, Stripe)
AI-powered insights to instantly identify financial trends
Customized dashboards for executives, finance teams, or investors
Fully embeddable dashboards into your SaaS or web app
Pros and Cons of Upsolve AI:
Pros | Cons |
Build dashboards yourself — no developers needed | Can feel expensive for very small startups |
Real-time data updates from your finance tools | Less flexibility than fully custom-built dashboards |
Clear visuals customized for each team role | Initial setup required for complex financial integrations |
Instant insights with AI-driven financial analytics |
Upsolve AI Pricing:
Upsolve AI offers clear pricing plans suited to your team's needs:
Growth Plan: Starts at $1,000/month
Includes essential dashboard templates, integrations, and supports up to 50 users.Professional Plan: Starts at $2,000/month
Unlimited dashboards, advanced AI insights, detailed reporting, and priority onboarding.Enterprise Plan: Custom pricing
Enterprise-grade security, custom integrations, dedicated support, and on-premise deployment.
If you're ready to simplify financial tracking and build your own dashboard in minutes, Upsolve AI offers a 30-day free trial to get started immediately.
👉 Start your Upsolve AI free trial today!
Best Practices for Effective Financial Dashboards
Building a great financial dashboard isn’t just about tools, it's about keeping things clear, simple, and useful.
Here are quick best practices to follow:
Keep Visuals Clear and Simple
Use charts, graphs, and visuals that everyone understands immediately. Avoid cluttered or overly detailed visuals that cause confusion.Show Only What Matters
Stick to 5-7 KPIs that directly impact your decisions. Avoid tracking too many metrics that might distract or overwhelm your team.Automate Real-Time Data Updates
Always integrate real-time data updates from your financial tools. It helps your team make informed, quick decisions without manual delays.Make Dashboards Accessible to Teams
Ensure your team has easy access to dashboards. Embed dashboards into daily workflows so everyone stays informed without extra effort.Regularly Review and Improve
Review your dashboard monthly to remove irrelevant KPIs and add new ones. Constant improvement keeps your dashboard useful, accurate, and actionable.
Follow these steps consistently, and your financial dashboards will always be clear, impactful, and ready to inform better business decisions!
🌟Free Financial Dashboard Template for Quick Start
If you're thinking, "All this sounds good, but I just want to start right now," I totally get it.
So, here's a free financial dashboard template you can use immediately.
This template helps you quickly track revenue, expenses, profit, and budgets clearly, without building it yourself.
Here’s why you'll like it:
Simple design with pre-made charts
Easily customizable with your data
No technical skills are required to start
Just download, add your numbers, and start making smarter financial decisions.
👉 Download your free financial dashboard template!
Start with this free template first. Later, explore advanced dashboards with tools like Upsolve AI once you're ready.
Conclusion: So, What's Next?
You've seen exactly how financial dashboards simplify your finances, reduce confusion, and help you quickly spot issues in revenue, expenses, and cash flow.
Here’s how you can start immediately:
Step 1: Download the free financial dashboard template.
Step 2: Add your own business data clearly into the template.
Step 3: Customize your dashboard by picking your essential KPIs.
Step 4: Share the dashboard with your team to align everyone clearly.
Once you’re comfortable with the basics and need more customization, try using Upsolve AI to build advanced dashboards effortlessly.
And, if you want to build smarter dashboards without hiring developers?
