How gini's financial dashboard template can help you remain in control of your company's finances

How gini's financial dashboard template can help you remain in control of your company's finances

Whether you run a small business, large corporation, or non-profit organization, financial reporting is a common practice that aids strategic business decision-making and growth. However, for a financial report to serve its purpose, it must provide accurate and easily understandable data. 

The financial dashboard shows swift real-time data that can be easily understood to measure your business's financial health. It makes it easy for stakeholders to visualize data more meaningfully and make critical business decisions without having to comb through a heap of data from different sources before getting meaningful insights. 

With a tool like the gini financial dashboard, you can easily create dashboards that present your past and current data while focusing on your most important financial metrics.

Before we delve into our financial dashboard template and how to use it, let's discuss financial dashboards and why they are essential to your business.

What is a financial dashboard?

A financial dashboard is a financial management tool that aids quick visualization, tracking, and reporting of financial KPIs. The financial dashboard leverages modern business intelligence and financial analytics to synthesize disparate financial data. It swiftly shows real-time metrics as well as insights that aid strategic decision-making. 

Modern financial dashboards harmonize financial data from multiple sources into one location. It creates an accurate, clear picture of your financial performance with graphs, charts, and maps. With everything in one place, you and your financial team can explore these data as you want without leaving the single dashboard. 

Unlike static reports, financial dashboards are flexible and can be customized to show the metrics that matter to you. It enables you to effectively measure your business's financial health and spot any anomaly by showing the most critical metrics that will let you know if you are still on track with your financial goals. 

What should a financial dashboard include? 

A financial performance dashboard is a snapshot of your business's financial performance. However, your dashboard board may have too much or too little info.

Your dashboard should be informative. And not overloaded and too overwhelming.

Structure your data concisely while leaving room for drilling down into details.

Conversely, don't leave out other data crucial to your business's financial performance for the sake of being concise. It would help if you considered your business goals and target audience to understand metrics that should be added or excluded on your financial dashboard. 

Overall your financial performance dashboard should contain metrics and relevant KPIs such as;

  • Cash flow(revenue and expenses)
  • Revenue growth 
  • Profit 
  • Losses
  • Cash on hand 
  • Account receivables 
  • Account payables 

Check out gini's take on the modern financial dashboard here

Examples of other financial dashboards

Aside from financial performance dashboards, other financial dashboard examples that can be used to track specific aspects of your business performance include:

Profit and loss dashboard

The profit and loss dashboard displays the business's financial health by exposing profitability or loss statements throughout a fiscal year. Key metrics on the P&L dashboard include; net income margin, net profit margin, gross profit margin, operating profit margin, and operating expenses ratios.

CFO dashboard

The CFO dashboard comprehensively consolidates data that aids decision-making by stakeholders. It shows an overview of; cost, gross profit, sales forecast, revenue retention, customer retention, customer lifetime value, recurring revenue, and cash balance.

Balance sheet dashboard

The balance sheet dashboard provides a brief overview of business balance sheets and gives room for a better understanding of business financial health. It captures metrics such as; current assets, current liabilities, working capital, working capital ratio, liquidity ratio, total assets, total liabilities, and debt-equity ratio. 

How can a financial reporting dashboard help a business's success? 

It saves time and boosts productivity

As a business owner with limited time and lesser financial expertise, the task of financial reporting may be more cumbersome. You have to spend more time gathering data from different sources, validating figures, and making sense of the numbers. There is also a higher chance of manual data sourcing and analysis mistakes.

Financial dashboards save you time and resources. You can use a financial dashboard template or prebuilt software to tell an instant story of what lies behind the figures. Once you import your data from your accounting software, the job is done. You can visualize your data and insights at a glance anytime you need them. As such, you will be able to divert your time and resources toward other productive tasks.

It aids in quick strategic decision making 

A dynamic business environment requires swift decision-making informed by accurate data and insights. You can track business performance in real-time with a practical financial dashboard. It allows you to swiftly respond to business environment changes and take advantage of opportunities ahead of your competitors.

It democratizes comprehension of financial reports

Financial dashboards are created with the audience in mind. The report doesn't involve complex financial vocabulary and data. Non-financial teams can comprehend and analyze it. As such, it fosters effective communication and understanding across boards. The public audience can easily understand the company's financial performance and make favorable investment decisions if the dashboard is published. 

It aids determination of business priority and success metrics

It is easier to achieve success when you know what you want and how to get it. As a business owner or team lead, you must have clearly defined goals and ensure your team is aware of them.

Modern financial dashboards help you define your business's top priorities and success metrics. Financial dashboards ensure the whole team is on the same page regarding the business's needs and success metrics. 

Graphs and charts aid in better storytelling 

Poring over spreadsheets and massive numbers can be overwhelming for a business owner. Financial dashboards created with software and artificial intelligence tools interpret big numbers with charts and graphs, which are easier to understand. The visual representations tell a great story. You can easily spot trends and differences that aren't visible on spreadsheets.

Financial dashboards uncover stories behind the numbers 

For your business to grow significantly, you need to determine the reasons behind your numbers. The financial dashboard gives you access to historical data. You can compare the changes in your performances at different periods. 

Significant changes call for an investigation of likely factors responsible for these changes. A financial dashboard makes a regular review of your finances easier and aids quick adjustments. 

It makes it easier for stakeholders to understand your financials

Instead of monthly financial reports that may require time for investors and board directors to interpret, a financial dashboard makes things easier for both parties. A financial dashboard will give them an easy-to-understand visual representation of your company's performance. Such practice will be deemed impressive and transparent. Graphical representations of data will also save time and give room for richer discussions about the way forward for the company. 

How to create a financial performance dashboard 

  1. Sign up or sign back in to the gini Webapp.
  2. Head to the "Apps" page. Connect your accounting software to our web app [either Quickbooks or Xero, or both if needed], and then connect to Google sheets.
  3. Head to the "Dashboard" page and select "Financial Performance Dashboard".
  4. Select the organization for which you want to create a dashboard. Click "Create dashboard". 
  5. And that's it! Once the flow is created, you will find the report under "My flows" on the "Dashboard" page. 

gini's financial performance dashboard template 

gini's financial performance dashboard template is a dynamic dashboard that creates deep insight into your business's financial health. Our dashboard presents an overview of your key performance indicators by tracking metrics such as expenditure, revenue, profit, cash on hand, accounts receivable, and accounts payable. These metrics are broken down into smaller units and individual transactions to give a snapshot of your financial performance. 

With the gini financial dashboard template, you can:

Seamlessly collect and organize your data

Our template will import your accounting data directly from your connected. Your data will be automatically stored and organized on the transactions tab of your dashboard. 

Enjoy built-in visuals with attention-grabbing components 

Your numbers will be interpreted into charts for a quick understanding of your financial performance. As such, you can visualize and track all your KPIs in one place in real-time. 

Tell a compelling story with your dashboard 

Our dashboard helps you tell a compelling story through charts. You will be able to view the following in real-time:

  • The historical performance of your revenue and expenses in a line chart format.
  • Pie charts that display your top 5 revenue and expenses contacts.

Track your performance by period and make comparisons

Our template includes a report filter that allows you to drill down your performance in any way you like.

The filter lets you track your performance by day, week, month, quarterly, or year. You can view your key metrics and compare them with displayed percentage changes. You will also be able to view a breakdown of your revenue and expenses based on journal date, amount, or account.

The gini financial dashboard template gives you actionable insights to make effective business decisions.

Automate your dashboard 

Your data is automatically updated daily. As your data fluctuates, your dashboard will also fluctuate while keeping a record of your previous data. You can also control the start and end date of your report.

Navigating your gini financial dashboard

Under the "Key Metrics" section, you will see your previous and current year metrics placed side by side with their growth rate. You can also select a different date and tracking period on the drop-down menu to compare more historical performances. Your historical revenue and expenses will also be displayed on a line chart. 

Such a snapshot will aid a quick understanding of your financial performance. You will be able to examine factors responsible for such performance and where you need to intensify your effort. You will be able to deduce if there is financial progress or regression. 

Under the revenue and expenses categories section, you will see two pie charts displaying your top 5 revenue and expenses contacts. This section gives a brief overview of the top places where you are spending your money and where you are generating income. This insight can aid future financial planning and budgeting. 

Lastly, your revenue and expenses transactions are broken down into elaborate tables based on account, journal date, amount, and contact. You can easily track individual transactions to gain specific insights. Such insights can aid strategic decision-making and budgeting.

Final words

As a founder, you may lack the requisite educational background and skills to navigate business financial accounting. Hiring a chief financial officer or outsourcing to other finance professionals may put a strain on your budget.

At gini, our mission is to simplify business financial accounting for founders so they can easily set and reach their financial goals. We also have other templates that make tracking and managing your business finance easy. 

Cash Flow Forecasting Xero
Ray Wyand, CEO of gini
Why I write content :

It’s time for me to shamelessly ask for your support. Our company is dedicated to the idea that finance should be simple, easy and fair for everyone.

To deliver that, we’ve built a financial tool that helps small businesses to save time, optimise cash flow, and access growth capital. We’ve priced it at $40USD a month to make it accessible for everyone - but I’d appreciate your help getting the word out in your company.

  • For founders we can give  real time insight into the financial health of your company and help them to access growth capital
  • For in house finance teams, we can get you promoted by helping you to automate your most manual processes and helping you  create reports your managers will love
  • For investors, we can help you underwrite better, faster & fairer whilst also helping your portfolio automate their reporting in real time
  • For accountants & book-keepers, we can increase your margins through automation and value added services that help your clients to grow

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