Financial Dashboard

This dashboard facilitates the efficient monitoring and visualization of crucial financial metrics. From tracking monthly and yearly summaries of revenue, expenses, and net profit to analyzing asset distribution – it offers a detailed perspective on financial health and performance.

Overview

Efficient financial management requires real-time insights and data-driven decision-making. This dashboard, powered by UI Bakery, encapsulates the essential metrics and trends to provide a 360-degree view of an organization's financial status.

Highlights of the dashboard

  • Metric Cards: Instantly view key metrics including Total Revenue, Total Expenses, Net Profit, and Cash Flow along with their relative changes.
  • Monthly/Yearly Financial Summary Table: Review and compare monthly and yearly data on revenue, expenses, and net profit to gauge performance and forecast trends.
  • Bar + Line Charts: Visualize monthly trends in Revenue, Expenses, and Net Profit. Gain clarity on earnings and expenditures throughout the year.
  • Stacked Bar Chart: Understand asset distribution by analyzing the proportions of Equities, Bonds, and Real Estate in the portfolio.

How Financial Dashboard template works?

UI Bakery enables you to transform your data into dynamic internal tools, leveraging a combination of pre-built and customized components.

Try UI Bakery
  • To initiate, click "Sign up".
  • Establish your organization and create app "From template"
  • Customize your generated application visually by intuitively dragging and dropping components and crafting queries for your resources.
  • Expand the capabilities of this application by linking to your personal database, kickstarting the development of robust internal tools.

Customers love us

Don't just take our word for it — see our most recent G2 recognitions for yourself.

g2-winter-2023g2-spring-2023g2-summer-2023g2-fall-2023