Financial dashboards

Get insights about cashflow, bank accounts, sales and expenses

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building your dashboards
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Display all data in one place
Let the team see key financial metrics
Put the results on a TV screen

Financial Overview Dashboard

Goal: To provide executives with an easy way to get a quick revenue overview.

First WireBoard financial dashboard example provides a general overview of KPIs that can be applied to nearly any business or financial department. Based on data from financial analytics software this dashboard is answering critical questions on revenue, payments, churn rates, and overall financial stability of a company.

Financial overview dashboard can be used as an entry point for a deeper financial processes analysis.
Relevant KPIs and metrics
  • MRR
  • Customers
  • Subscriptions
  • Payments
  • Churn
  • Refunds
  • Discounts
Integrations with
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Cash Flow & Accounts Dashboard

Goal: To provide aggregated data regarding current cash flow situation.

Cash flow & accounts dashboard is a great management tool that helps to measure how effective is the cash management in your organization. It enables to track expenses, sales and profits in detail to meet financial objectives of a department or company.

This dashboard displays important performance metrics that describe the health of your business and the profitability of your operations. It displays financial KPIs like income and outcome, profit and expenses, cashflow and balance.
Relevant KPIs and metrics
  • Incomes
  • Outcomes
  • Profit
  • Expenses
  • Cash income and outcome
  • Balance
Integrations with
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Paypal Accounts Dashboard

Goal: To provide at-a-glance view to all PayPal cashflows and balance.

PayPal is one of the most popular online payment systems used by businesses all across the globe. Paypal accounts dashboard by WireBoard is focusing on key PayPal numbers: gross and net sales, total transactions and balance, fees, shipping costs, and refunds.

This dashboard is perfect for everyone in the team who does not have PayPal permissions or is too swamped to dig into that data.
Relevant KPIs and metrics
  • Gross sales
  • Fees
  • Net sales
  • Balance
  • Transactions
  • Shipping costs
  • Refunds
Integrations with
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FAQs
What is Wire Board?
Wire Board is a dashboard constructor that offers businesses a more effective way to communicate their goals and strategy. With Wire Board you create your own dashboards where you show data from any tools you are already using in your organization. You can use our template or create your custom dashboard.
Wire Board allows teams to set clear goals, track their own progress, and stay on the same page with teammates and clients.
How can Wire Board help me in my business?
Wire Board makes all the KPIs and important metrics available for anyone on the team. It is an easy way to introduce data driven approach to any company keeping the team focused and motivated.
Why should I choose Wire Board and not some other BI product?
1) It is easy to use and understand without any technical background. It is also fast, if you choose to work with some of our templates it takes a few clicks to get a ready dashboard.

2) It can be connected to more than 50 data sources; all the metrics and KPIs can be added to one dashboard in any combination.

3) It is created for small and middle companies, so anyone can choose the best price option.
Can I test or preview Wire Board before buying it?
Yes, you can register a free account and try out all the Wire Board dashboard templates, integrations, and features. If you are happy and satisfied with it, you can easily upgrade your plan and keep all your data.
How to create a free account?
The only thing you should do is to submit your email to any form on our website. Our manager will contact you shortly to advice the best way Wire Board can be used to achieve your goals.
What if I need a dashboard for a business or a department not listed in your menu?
We offer dashboard templates for Marketing, Sales, Finance, Customer Services, HR, Product and Project teams. However, this does not limit the ways Wire Board can be used, as soon as you can create custom dashboards on your own. You can add any KPIs and metrics from 50+ tools available for integration, you can also combine them in any way you need.
Do I have to code to create my dashboard?
No, you do not need any technical background. All you need is access to all the tools and data you want to connect to your Wire Board dashboard.
Can I share my dashboards with our clients, stakeholders, partners or anyone else outside our organization?
Yes, you can share any dashboards. You can send a link to a person outside your organization and they will be able to open the same dashboard on their computer or on a TV. There are also alternative ways to share your data: via email or an iframe.
Can a dashboard be white labeled?
Yes, there is such an option.
Start building your financial dashboards right now!
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