Financial Dashboard Templates and Reports for Businesses | Whatagraph

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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Over 15,000 agencies and brands worldwide get their marketing performance analyzed with Whatagraph!

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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.
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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.
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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! 
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This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

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Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

Try all features to make the best decision ever!

Bring All Your Marketing Reporting Tools Under One Roof

Connect & pull data from any of the 40+ popular integrations using our analytics reporting tool. Start appreciating the convenience of marketing analytics reporting by easily accessing real-time data for needed accounts.

Cross-channel Marketing Reporting for All KPIs

Cross-channel reporting & tracking KPIs across different marketing reporting tools has never been so simple. Combine data & metrics from all of your accounts to analyze all your marketing efforts with our marketing analytics tool.

Fully Automate Marketing Reporting

Send automated digital marketing reports to your client or team members' inboxes to always keep them on the same page. Choose the needed time period and frequency of sending, and you'll never miss another deadline again.

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Enjoy white-label reports and their customization features. Implement custom reports into daily life & start altering colors, domains, or logos to match any brand.

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