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 [...]
Account Receivables
This dashboard provides real-time data on a company’s accounts receivable, which includes all outstanding invoices that are owed to the company by its customers. By monitoring key metrics such as the average time to collect payments, the percentage of overdue [...]
Actuals versus Budget
An actuals versus budget dashboard is a valuable financial management tool that helps businesses to manage their financial health. This actuals versus budget dashboard template provides real-time data on a company’s actual financial performance compared to its budgeted performance for [...]
Balance Sheet
Monitor and analyze your assets, liabilities, and equity with this balance sheet dashboard. It provides a visual representation of your company’s financial position at a given point in time, including its current and long-term assets, debts, and equity. This balance [...]
Cashflow Monitoring
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 [...]
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 [...]
Customer Lifetime Value
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.
Expense Breakdown (Mobile Version)
Get an overview of your expenses in a mobile interactive dashboard to stay informed when you’re on the go!
Expenses Dashboard
An expenses dashboard is a financial management tool that can be used by businesses to manage their financial health. This expenses dashboard template provides real-time data on a company’s expenses, including costs related to salaries, rent, utilities, supplies, and other [...]