With sample data
Built with sample data to show how we work. On the free assessment call we show you the demo live and adapt it to your data.
Demonstration project
Financial dashboard: example and KPIs
A financial dashboard brings together on one screen what leadership needs to know whether the business is on track: revenue, margins, cash and budget variance. Here we explain which indicators our demo includes and how each one is calculated. On the free assessment call we show it to you live.
TypeDemonstration projectToolPower BIAreaFinance and management controlTimeline7 days with your data
KPIs
The KPIs in a financial dashboard
These are the most common ones. In each project we adapt them to your chart of accounts and the decisions you make.
| KPI | What it measures | How it is calculated |
|---|---|---|
| Gross margin | What is left from each sale after direct costs | (Revenue − cost of sales) / revenue |
| EBITDA | Operating result before depreciation, interest and tax | Operating profit + depreciation and amortisation |
| Budget variance | How far you are from plan | (Actual − budget) / budget |
| Days sales outstanding | How long customers take to pay | (Receivables / revenue) × days in period |
| Cash available | Liquidity for the coming months | Cash and bank + expected receipts − payments |
| Overheads to revenue | Weight of fixed costs in the business | Overheads / revenue |
Financial analytics
The questions it answers at a glance
- Are we making money this month and year to date?
- Which business lines, customers or products leave the most margin?
- Where are we off budget, and why?
- Will we have enough cash over the coming months?
The dashboard connects to your accounting system and refreshes on its own, so month-end stops being a week of spreadsheets. See also our dashboard development service.
Project type01 02
Demonstration project
With your data
If it fits, we build it on your data with the executive Power BI dashboard package.
Package
Executive Power BI dashboard, fixed price
If you want to start with one specific dashboard, this package has its scope, timeline and price agreed up front.
See all packages →Option A
Executive Power BI dashboard
€3,500Timeline: 7 days
- Star schema data model
- Up to 3 custom pages, light and dark mode
- Custom KPIs and optimised DAX
- .pbip source files and a hand-over video
- One round of revisions included
FAQ
Questions about financial dashboards
What is a financial dashboard?
It is a single view of a company’s key financial indicators, such as revenue, margins, cash and budget variance, connected to the accounting system and refreshed automatically. It lets leadership see how the business is doing in minutes without waiting for the month-end close.
Can it connect to our accounting software?
In most cases yes, either directly or through scheduled exports. On the assessment call we look at the system you use and how to extract its data. If accounting, sales and budget live in different places, we bring them together in the data model.
How much does it cost and how long does it take?
It depends on the scope. There are three fixed-price packages: an executive Power BI dashboard for €3,500 in 7 days, predictive modelling for €6,500 in 7 to 10 days, and a Sales Ops / CRM audit for €2,500 in 5 to 7 days. If none of them fits, we work it out on the free call.