Dashboards & Reports
Account Payables
An accounts payable KPI (Key Performance Indicator) dashboard can be an essential tool for businesses to manage their financial health. This account payables dashboard template provides real-time data on a company’s accounts payable, which includes all outstanding bills that the [...]
Cashflow Overview Dashboard
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 [...]
Consolidated Accounts Payable
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 [...]
Financial Expense Report (Mobile Version)
On the go but still need to have a quick overview of your financial expenses? Worry not, you can navigate from one dashboard to another on your mobile. Easily check all your key sales, marketing, and financial KPIs even when [...]
In-depth Financial Analysis
Get all of your company’s financial status summed up in a single dashboard. Easily navigate through key financial KPIs including available assets, gross and net profit margins, and debt ratios. Now you can paint a clear picture of your company’s [...]
Income and Expense Analysis
Connect data from your QuickBooks account to ClicData and track your income and expense in real-time. This report allows you to get an overview of your net income and total expenses over time. You can also drill down into Expense [...]
Key Financial Controlling Dashboard
Track key financial controlling KPIs to monitor your actuals against budget, expenses, and overall profitability. It also includes the cash flow projection for the next years to better optimize your financial health.
Orders and Financial Dashboard
This dashboard template gives you all kinds of information about the performance of your eCommerce stores, combining both your sales and financial data. Get a summary of your key KPIs: orders, revenue, net profit, shipping costs, and average order size… [...]
Revenue Cycle Management
Monitor the full lifecycle of your claims by consolidating data from billing platforms, EHR systems, and clearinghouses. Gain real-time insights into claim statuses, denial patterns, reimbursement cycles, and patient payment trends. With this level of integration, you minimize revenue loss, [...]