Financial dashboard template

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.

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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 Sheet integrations.

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

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.

Quick report creation and automated delivery

Accurate financial data is pertinent to the success of any company, regardless of size. Here is where a financial dashboard and financial reports come 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!

What makes Whatagraph stand out?

“Whatagraph is an easy to use drag-and-drop reporting tool that helped us automate our client reports. We've got huge time savings thanks to it. Furthermore, the styling options and customer support are great!“

Matthew Callahan, Founder & CEO

“The customization options allow us to do lots of different kinds of reports and we can integrate Google Ads and Facebook all into one client report, which is something hard to do generally. Saves me time so I can work on other things.”

Charles Douglas, Director of Social

“Great list of data sources to pull from, ability to drill down into the data, segmenting, sorting, etc. Whatagraph is a great reporting software without many similar alternatives. Plus, it has great customer service that has always been helpful.”

Guy Azouri, CEO

Use all the features with your 7-day free trial

Connect sources from 30+ marketing integrations such as Facebook Ads, Google Ads.

Create visual reports with 40+ pre-made templates based on your marketing channels.

Automatically share reports with your clients, team members.

Make personalized reports by adding your logo, banners and brand colors.

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