Monitor Your Financial Performance with Ready-to-Use Dashboard Templates
Knowing how your finances are doing at all times is key to success in today’s world!
Yet, getting this information from your ERP or invoicing system in a consolidated view can quickly become daunting.
Get ready to monitor all your KPIs like your Interactive P&Ls, Balances, Actuals vs. Budget, and more in our ready-to-use financial dashboard templates.
Customer Insights
ThermoFisher Scientific
Universal Companies
Racz Group
McDonlad's
Jiffy Lube
Pony Parts
AI digital
Nielsen Sports
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GyroStream
vmware
Lexmark
Grouptyre
JPGlobal
RainMaker
Alfasigma
PharmaCreek
They make data-driven decisions, every day
With ClicData, we were able to build a consolidated set of financial statements for our clients that can be drilled-down and filtered by entity and across periods. We also built a performance dashboards so that they monitor their operational metrics. We built over 20 dashboards in a few months.
Janna Payba,
Scrubbed
Our reporting was entirely done manually on Excel. We spent a lot of time exporting the data, and managing spreadsheets. We're now able to automatically import the raw data very easily into ClicData, it's a huge time saver. Once it's imported, we simply refresh the data and everything's available to everybody.
Derek Dancy,
Marsham Internation Foodbrokers
We needed a platform to use with our clients to track all their marketing channels performance. With ClicData, we built dashboards to monitor website performance and social media engagement for our clients. Not only it improved our conversations, but they now have access to their metrics whenever they need them.
Amandine Perdrix,
La Touche En Plus
ClicData allows us to automatically extract, create and distribute our daily and weekly figures, completely blended with our company objectives, which has allowed us to know exactly how Sharps is doing, how we are performing. Now, we know that the data that we see at 9AM is accurate as of 9AM.
Gary Brandon,
Sharps Bedrooms
We run our eCommerce business on different channels including our website, Etsy and eBay. Our reporting was done on massive Excel spreadsheets that were crashing all the time. With ClicData, we integrated all our systems directly which was a huge time saver. We went further and included our data warehousing system to track our inventory levels and correlate them to our sales.
