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Dashboards & Reports

A collection of sample dashboards and reports to inspire you and that are immediately available to you as templates - ready to use.

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AI builds it in seconds

Just describe what you want and our AI does the rest, choosing the right charts, arranging your data, and delivering instant insights. Whether you're tracking sales or monitoring operations, ClicData's AI turns your questions into beautiful dashboards instantly.
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Account Payables

An accounts payable KPI (Key Performance Indicator) dashboard can be an essential tool for businesses to manage their financial health....

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Account Receivables

This dashboard provides real-time data on a company’s accounts receivable, which includes all outstanding invoices that are owed to the...

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Actuals versus Budget

An actuals versus budget dashboard is a valuable financial management tool that helps businesses to manage their financial health. This...

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Balance Sheet

Monitor and analyze your assets, liabilities, and equity with this balance sheet dashboard. It provides a visual representation of your...

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Cashflow Monitoring

Monitor and analyze your cash inflows and outflows. This cashflow dashboard template provides a visual representation of a company’s cash...

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Cashflow Overview Dashboard

Get a quick overview of your financial balance in real time in this dashboard template based on Zenkit invoices. Keep...

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Consolidated Accounts Payable

Track AR, AP, Cashflow, sales, and more for an unlimited number of companies, all via a single dashboard. leveraging ClicData...

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Customer Lifetime Value

Blend your sales and financial data from multiple systems (here HubSpot and Xero) to create a powerful dashboard and gain...

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Expense Breakdown (Mobile Version)

Get an overview of your expenses in a mobile interactive dashboard to stay informed when you’re on the go! 

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Expenses Dashboard

An expenses dashboard is a financial management tool that can be used by businesses to manage their financial health. This...

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