{"id":8715,"date":"2020-06-24T07:57:00","date_gmt":"2020-06-24T07:57:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8715"},"modified":"2025-08-14T05:41:11","modified_gmt":"2025-08-14T05:41:11","slug":"financial-dashboards-reports-benefits-examples-kpis-metrics","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/","title":{"rendered":"Financial Dashboards &amp; Reports : Benefits, Examples, KPIs, Metrics"},"content":{"rendered":"\n<p>Financial dashboards &amp; reports provide at-a-glance status of your business&#8217; financial health and allows key financial executives to make sure that your business&#8217; finances are running smoothly, identify any issues upfront and fix them as quickly as possible.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#Financial_Dashboards_Reports_Benefits_Examples_KPIs_Metrics\" >Financial Dashboards &amp; Reports : Benefits, Examples, KPIs, Metrics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#What_is_a_Financial_Dashboard\" >What is a Financial Dashboard?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#What_is_a_Financial_Report\" >What is a Financial Report?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#Benefits_of_Financial_Dashboard\" >Benefits of Financial Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#How_to_Create_Financial_Dashboards_and_Reports\" >How to Create Financial Dashboards and Reports<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#1_Understand_Your_Target_Audience\" >1. Understand Your Target Audience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#2_Identify_Financial_KPIs_and_Metrics\" >2. Identify Financial KPIs and Metrics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#3_Design_Dashboard_Mockup\" >3. Design Dashboard Mockup<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#Financial_KPIs_and_Metrics\" >Financial KPIs and Metrics<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#1_Gross_Profit_Margin\" >1. Gross Profit Margin<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#2_Net_Profit\" >2. Net Profit<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#3_Net_Profit_Margin\" >3. Net Profit Margin<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#4_Current_Ratio\" >4. Current Ratio<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#5_Account_Receivables\" >5. Account Receivables<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/ubiq.co\/tech-blog\/financial-dashboards-reports-benefits-examples-kpis-metrics\/#Financial_Dashboard_Examples\" >Financial Dashboard Examples<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Financial_Dashboards_Reports_Benefits_Examples_KPIs_Metrics\"><\/span>Financial Dashboards &amp; Reports : Benefits, Examples, KPIs, Metrics<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_a_Financial_Dashboard\"><\/span>What is a Financial Dashboard?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Financial dashboard is a visual collection and representation of the key financial metrics &amp; KPIs needed to monitor the financial health of your business.<\/p>\n\n\n\n<p>They are useful for CFOs, VPs, Financial managers who need to regularly monitor the financial performance of your business.<\/p>\n\n\n\n<p>Financial dashboards automatically collect, consolidate, <a href=\"\/online-reporting-software-tool\">analyze and report<\/a> financial data point from various systems and processes. So it provides a single point of control for your financial team, and helps them make better decisions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_a_Financial_Report\"><\/span>What is a Financial Report?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Financial Reports are static versions of Financial dashboards. While financial dashboards are dynamic and show live data, financial reports are a snapshot of financial performance.<\/p>\n\n\n\n<p>Also, they are more summarized than Financial dashboards since they are static in nature.<\/p>\n\n\n\n<p>In most cases, Financial reports are PDF exports of Financial dashboards that are automatically emailed to key stakeholders and decision makers who are busy and can&#8217;t regularly check live dashboards.<\/p>\n\n\n\n<p>In some cases, businesses use Financial Reports interchangeably with Financial Dashboards. However, financial dashboards are reviewed often while financial reports and reviewed once in a while.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits_of_Financial_Dashboard\"><\/span>Benefits of Financial Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the key benefits of financial dashboard. They<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide single point of information about business finance<\/li>\n\n\n\n<li>Collect and report data from diverse data sources<\/li>\n\n\n\n<li>Simplify and present data visually<\/li>\n\n\n\n<li>Send automatic alerts in case of issues<\/li>\n\n\n\n<li>Send automated email reports to key stakeholders<\/li>\n\n\n\n<li>Provide at-a-glance status of vital finance stats<\/li>\n\n\n\n<li>Can be accessed anywhere, anytime, on any device<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Create_Financial_Dashboards_and_Reports\"><\/span>How to Create Financial Dashboards and Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the steps to create Financial dashboards and reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Understand_Your_Target_Audience\"><\/span>1. Understand Your Target Audience<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It is important to clearly identify your target audience for your financial dashboards and reports. They may be CFOs, VP Finance, Financial Manager, etc. Different people look for different kinds of information. For example, a CFO will need high-level comprehensive summary about all financial systems and processes. On the other hand, a financial manager may be interested only in the department or project he is in-charge of.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Identify_Financial_KPIs_and_Metrics\"><\/span>2. Identify Financial KPIs and Metrics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Next, it is important to clearly identify the financial KPIs and metrics to be displayed on your dashboards. Conduct 2-3 meetings with your target audience to understand their business goals &amp; objectives. Find out what metrics they use to measure performance against goals. Also, ask them if there are any additional KPIs they would like start tracking.<\/p>\n\n\n\n<p>Also, understand how they need this information to be delivered (via email, PDF, portal, etc) and how frequently.<\/p>\n\n\n\n<p>Finance can become complicated at times, and KPIs help to understand and analyze these financial complications for any business. Not only they can help businesses make profit but also they are great to understand customer behavior and staying relevant in the market. And if you want to sustain your business in the market you need to keep track of these essential financial KPIs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Design_Dashboard_Mockup\"><\/span>3. Design Dashboard Mockup<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Use a <a href=\"\/tools\/dashboard-creator\">dashboard software<\/a> to quickly mock up your dashboard design. Organize your KPIs and metrics in 3 layers. The most important and urgent KPIs at the top, with trends and distributions in the middle, and granular details at the bottom.<\/p>\n\n\n\n<p>Choose the right visualization for each financial metric to avoid confusing your audience. Conduct 2-3 meetings with stakeholders and decision makers to review your dashboard mock up, get sign off and start building your dashboard.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Financial_KPIs_and_Metrics\"><\/span>Financial KPIs and Metrics<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the key Financial KPIs and Metrics you must track on your Financial dashboards and reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Gross_Profit_Margin\"><\/span>1. Gross Profit Margin<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Gross Profit Margin measures what percent of revenue is profit.<\/p>\n\n\n\n<p><em>Gross profit margin = (revenue earned \u2013 costs of goods sold) \u00f7 revenue<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Net_Profit\"><\/span>2. Net Profit<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Net Profit is basically what you are left with after deducting all expenses from your total revenue.<\/p>\n\n\n\n<p><em>Net Profit = Total Revenue &#8211; Total Expenses<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Net_Profit_Margin\"><\/span>3. Net Profit Margin<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Net Profit is similar to Gross Profit Margin, and tells you what percent of your revenue, is profit. However, in this case, you need to include all expenses such as fixed costs, overheads, salaries, etc. in addition to cost of goods.<\/p>\n\n\n\n<p><em>Net profit margin = (total revenue \u2013 total expenses) \u00f7 total revenue<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Current_Ratio\"><\/span>4. Current Ratio<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Current Ratio is a very useful metric that allows you to measure the liquidity of your business. It is basically the ratio of your total assets to total liabilities.<\/p>\n\n\n\n<p><em>Current ratio = current assets \u00f7 current liabilities<\/em><\/p>\n\n\n\n<p>Tracking Current Ratio helps you understand if you will be able to make big investments, and also get a good line of credit.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Account_Receivables\"><\/span>5. Account Receivables<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Account Receivables are all the pending invoices and memos that you have not been paid so far. If your business accumulates too many account receivables then it will face a liquidity crunch. So it is important to keep track of all pending receivables.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Financial_Dashboard_Examples\"><\/span>Financial Dashboard Examples<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here&#8217;s an example of financial dashboard created using <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"648\" src=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/06\/financial-dashboard.png?resize=730%2C648&#038;ssl=1\" alt=\"\" class=\"wp-image-8719\" srcset=\"https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/06\/financial-dashboard.png?w=1351&amp;ssl=1 1351w, https:\/\/i0.wp.com\/ubiq.co\/tech-blog\/wp-content\/uploads\/2020\/06\/financial-dashboard.png?resize=768%2C682&amp;ssl=1 768w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/figure>\n<\/div>\n\n\n<p><a href=\"http:\/\/ubiq.co\/\">Ubiq<\/a>&nbsp;makes it easy to visualize data in minutes, and monitor in real-time dashboards.&nbsp;<a href=\"http:\/\/ubiq.co\/accounts\/register\">Try it<\/a>&nbsp;Today!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/cto-dashboards-reports-benefits-kpis-metrics\/\">CTO Dashboards &#8211; Benefits, KPIs &amp; Metrics<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-operational-dashboard-for-your-business\/\">How to Create Operational Dashboards<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/top-5-crm-kpi-metrics-for-businesses\/\">Top 5 CRM Metrics &amp; KPIs to Monitor<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial Dashboards &#038; Reports give at-a-glance status of financial information about your business. Here are the key benefits of Financial dashboards &#038; reports, along with Financial KPIs &#038; metrics.<\/p>\n","protected":false},"author":1,"featured_media":8718,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[544,545,546],"class_list":["post-8715","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-financial-dashboard","tag-financial-kpi","tag-financial-metrics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Dashboards &amp; Reports : Benefits, Examples, KPIs, Metrics - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Financial Dashboards &amp; Reports give at-a-glance status of financial information about your business. 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