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Money dashboard budget planner3/21/2024 ![]() This financial dashboard example allows them to discover how different regions, product and loan officers perform over time and drive the biggest impact on revenue and margins. ![]() Loan managers at consumer banks need interactive dashboards that contain loan portfolio data. Try Option Valuation and Greeks Dashboards Demo By entering different input values, financial analysts can quickly see the relationship between volatility and option price and get values for option delta, vega, rho and theta. This powerful financial dashboard is a full featured options price calculator with functions such as Black and Schole available in the charts. ![]() Try Expense Detail Analysis Dashboard Demo This kind of ad hoc analysis across any dimensions brings powerful insights and with a simple click the custom table created in the dashboard can be exported to the finance analytics platform for future reference. Forecast Expense Dashboard DemoĪn advanced financial dashboard taps into an analytics engine which allows users to easily explore the relationships between all values in their data model such as divisions, expense types, cost centers and products. A modern, integrated financial dashboard also makes it easy for them to drill into the data and gain actionable insights. A sophisticated financial dashboard can even automatically generate a narrative based on the user’s selections.įinance professionals need to quickly understand how actual expenses compare to forecast for a given time period and trending over time for each expense type. Displaying the dynamic CAGR (compound annual growth rate) over multiple time periods demonstrates the Time Value of Money function of the underlying finance analytics platform. This example shows how a data dashboard leverages functions of finance analytics software to present and allow analysis of internal rate of return by region against a target IRR, the number of investments by type and a detailed cash flow table.Ī financial institution such as a bank, mutual fund, venture capital firm, or broker would design a financial dashboard that shows AUM (assets under management) by business unit or division and balance by investment type. This dashboard should be easily customizable and also allow for detailed financial analysis of variables such as expense type so that finance and revenue operations teams can manage and forecast revenue and expenses in real-time. This example for a healthcare organization combines data from patient records, finance and operational systems to present cost profiles for physicians and even allows a CFO or their team to drill down to an individual patient level and the resources which were used to treat those patients.Ī financial reporting dashboard gives a high-level visualization of KPIs such as revenue by division and revenue vs operating margin over time. CFO DashboardĪ CFO dashboard needs to integrate data from multiple systems to give a complete picture of an organization’s performance. Sophisticated financial analytics tools make it easy for anyone to create their own dashboards, including popular metrics not included here, such as Return on Assets, Return on Equity, Debt-Equity Ratio and Working Capital Ratio. Below are 12 examples that demonstrate key capabilities of a modern financial dashboard.
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