Financial Dashboard

Whether you work in finance or are in charge of financial assets within your organization, you probably review large amounts of data daily. Keeping track of revenue, income, working capital, assets, and more can feel overwhelming.

However, Whatagraph can make these tasks much more comfortable with a financial dashboard template.

     Financial Dashboard
    You are in good company with 1,000+ marketing agencies and in-house teams worldwide
    Ogilvy logo
    n365 logo
    House dentsu logo
    upstick logo
    thrive logo
    Power digital logo
    havas logo
    mc cann logo

    Spend more time driving better results for your clients

    Essential metrics - visualized

    Track AR, AP, cash flow, sales, and much more for your firm or your clients, all with a single dashboard report leveraging Excel and Google Sheets integrations. 

     

    Use Whatagraph financial dashboard template to create stunning visual stories, which will make financial analysis a breeze.

    SVG image
    Financial Dashboard Report with Metrics

    Analytics from various platforms in one location

    Whatagraph is a simple yet powerful reporting platform that improves decision-making by combining information from multiple business systems into one location. 

     

    Integrate your CRM tools alongside your spreadsheets to build big-picture insights into the financial health of your organization.

    SVG image
    Financial Dashboard Report with Metrics

    Quick report creation and automated delivery

    Accurate financial data is pertinent to the success of any company, regardless of size. Here is where having a financial dashboard and report comes into play. 

     

    With the help of Whatagraph, you can create accurate reports based on the most recent data sets and deliver them to those in charge quickly - automatically! 

    SVG image
    Financial Dashboard Report with Metrics

    All reporting features your agency needs

    50+ data sources

    Create a true cross-channel digital marketing dashboard in Whatagraph. Over 50 integrations for your cross-channel marketing campaigns.

    Cross-channel reports

    Combining cross-channel data is intuitive and takes a few clicks. Create a single client report for all channels instead of one report for each.

    Full report automation

    Schedule your reports at desired intervals or share a live link to a report so your clients can check for updates at any moment.

    White-label reports

    Customize colors and logos in each report to align it with your agency’s or clients’ branding and style.

    It’s good to be loved! Our clients are not shy about expressing it.

    I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.

    Mindaugas S., Marketing Consultant Capterra logo for Whatagraph review

    Capterra verified review by

    Mindaugas S., Marketing Consultant

    Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.

    Nico T., Media Planner Capterra logo for Whatagraph review

    Capterra verified review by

    Nico T., Media Planner

    The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.

    Rasmus Bernt K., External Senior Management Consultant Capterra logo for Whatagraph review

    Capterra verified review by

    Rasmus Bernt K., External Senior Management Consultant

    We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!

    Stephanie S., Digital Director Capterra logo for Whatagraph review

    Capterra verified review by

    Stephanie S., Digital Director

    We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.

    John S., SEO Strategist Capterra logo for Whatagraph review

    Capterra verified review by

    John S., SEO Strategist

    The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.

    Erman E., Marketing Specialist Capterra logo for Whatagraph review

    Capterra verified review by

    Erman E., Marketing Specialist

    Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.

    Brent N., Director of Operations Capterra logo for Whatagraph review

    Capterra verified review by

    Brent N., Director of Operations

    Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

    Orsolya S., Online Marketing Manager Capterra logo for Whatagraph review

    Capterra verified review by

    Orsolya S., Online Marketing Manager

    Need more help with getting started?

    An image of the Whatagraph dashboard, with a custom reporting template

    We can set up your report campaign for you!

    If you need help with setting up Whatagraph - our team can create your campaign reports!

    Ready for insights?

    It's time to focus your time on the tasks that really matter, and let us worry about your marketing analytics. Start your free 7-day trial.

    • Free for 7 days
    • No credit card required
    • Live chat support
    • Cancel anytime
    Start Reporting For Free

    No credit card required

    Cross channel reporting template with Whatagraph