Overview

Visualize and analyze your financial and market data with a clean, interactive interface powered by your connected Google Sheets data source.
The Google Sheets Dashboard centralizes key metrics, market trends, and business performance in one accessible platform, enabling teams to make informed decisions with clarity and efficiency.

Key Features

Comprehensive KPI Tracking & Market Insights

‍Monitor critical metrics such as S&P 500 close, total revenue, business units, and account performance with interactive KPI cards and overview panels.

Financial Performance Analysis & Reporting

‍Filter and analyze data by actuals, budget, or forecast across business units and accounts. Visualize trends with dynamic charts and tables to uncover insights on revenue, expenses, and operational performance.

Interactive Data Explorer & Tables

‍Access detailed tables for S&P 500 data and financial records, including account-level expenses, commissions, and payroll. Sort, filter, and explore data across months, years, and scenarios to support strategic decisions.

Use Cases

• Financial analysis dashboards for investment teams
• Executive reporting for business units and accounts
• Market trend monitoring for analysts and portfolio managers
• Internal tools for comparing actuals, budgets, and forecasts

Start Building Your Own Google Sheets Dashboard

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Use this template as a foundation to connect live Google Sheets data, track KPIs, explore financial and market metrics, and generate actionable insights for your team. Customize charts, tables, and filters to align with your business objectives using UI Bakery’s platform.