Track some of the most common Profit and Loss metrics and KPIs and analyze your Profit and Loss performance with just a few clicks.
TOP Profit and Loss INTEGRATIONS
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What is a Profit and Loss Dashboard?
A profit and loss dashboard is an easy-to-read visual representation of the revenue, costs, expenses, profits and losses a business incurred over a given time period.
Use the powerful insights this dashboard provides to track key financial goals and to assess a business’s ability to manage expenses, retain customers, drive sales, and revenue and ultimately generate profits.
What Should Be Included in a Profit and Loss Dashboard?
When building a profit and loss dashboard, it is important to select the right profit and loss metrics and KPIs. This will in turn, allow you to quickly identify financial bottlenecks, make better-informed business decisions and improve your bottom line.
The most important profit and loss metrics you should be tracking are:
- Income
- Expenses
- Net profit
- Gross profit margin
- Churned customers
- Net operating income
How to Create a Profit and Loss Dashboard
Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.
Create a new dashboard using our Designer tool
Name your dashboard
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block
Explore even more Financial dashboard templates
Revenue Dashboard Templates
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