Dashboards & Reports

Monitor and analyze your cash inflows and outflows. This cashflow dashboard template provides a visual representation of a company’s cash flow over a given period of time, including its operating, investing, and financing activities. It helps managers and stakeholders quickly [...]

Get a quick overview of your financial balance in real time in this dashboard template based on Zenkit invoices. Keep an eye on your cashflow balance and keep track of unpaid invoices and their overdue to make sure you prioritize [...]

Track AR, AP, Cashflow, sales, and more for an unlimited number of companies, all via a single dashboard. leveraging ClicData and Xero creates an amazing level of real-time reporting and a single version of the truth that can be accessed [...]

With this dashboard template, HR Directors can measure headcount, employee satisfaction, and keep track of CSR project participation all in one place. 

A customer acquisition dashboard can be a powerful tool for businesses to analyze their marketing performance and optimize their customer acquisition strategies. By consolidating and visualizing data related to customer acquisition channels and campaign performance, the dashboard can help business [...]

With this dashboard, retailers can easily identify their most efficient channels, understand their buying personas and know where to spend their marketing budget to increase both ROI and profitability. Monitor conversion rates, new customer traffic, and channel revenue to optimize [...]

Blend your sales and financial data from multiple systems (here HubSpot and Xero) to create a powerful dashboard and gain insights into your accounts payable and customer lifetime value in a single report. 

With this dashboard, marketing professionals are able to identify customer profiles and segments along the customer journey. This is particularly helpful to better understand which segments drive more orders, sales, and revenue. Break the silos by combining your e-commerce, social [...]

In this dashboard, you can analyze your customer retention in value ($) and number of accounts. Track KPIs such as New MRR, Contraction MRR, Expansion MRR, Churn. We also look at New and Lost Accounts in the last 30 days. 

Track your customer satisfaction survey results in this dashboard template. Monitor your NPS and understand areas for improvements that can greatly impact your customer satisfaction. Drill down by question and category.