Power BI Finance Dashboard Templates & Use Cases

Ready-to-use, customizable dashboards for every key financial report — built to save time, reduce errors, and deliver clarity.

Our Dashboard Templates

1. Executive KPI Dashboard

Get a bird’s-eye view of financial performance.
  • Revenue, Gross Margin, Net Profit
  • Liquidity ratios & Debt-to-Equity
  • ROI & Working Capital insights
Best for: CFOs and finance leaders tracking company-wide performance.
Keywords: financial KPIs dashboard, financial health dashboard, CFO dashboard.

2. Profit & Loss (P&L) Dashboard

Interactive reporting that goes beyond spreadsheets.
  • Track revenue, expenses, and net income by period
  • Drill into product lines, geographies, or cost centers
  • Compare actuals vs budget instantly
Keywords: P&L dashboard Power BI, Power BI financial reports, profit & loss analysis Power BI.

3. Cash Flow Statement Dashboard

Visualize liquidity and optimize runway.
  • Inflows/outflows by operating, investing, and financing activities
  • Cash burn rate and runway projections
  • Variance vs prior periods
Best for: Founders, CFOs, and treasury teams.
Keywords: cash flow statement Power BI, cash flow management dashboard.

4. Balance Sheet Dashboard

Automate balance sheet reporting and ratio analysis.
  • Assets, liabilities, equity visualizations
  • Debt service & solvency tracking
  • Trend analysis across periods
Keywords: balance sheet Power BI, financial statement analysis Power BI.

5. Budget vs Actuals Dashboard

Stay on top of performance variances.
  • Budget vs Actuals variance by department or project
  • Rolling forecast vs actuals
  • Drill-through to root causes
Keywords: budget vs actuals Power BI, variance analysis dashboard

6. Multi-Entity Consolidation Dashboard

Unify multiple subsidiaries into one financial view.
  • Consolidate different currencies, charts of accounts
  • Eliminate intercompany transactions
  • Present group-level performance instantly
Keywords: multi-entity consolidation Power BI, automating financial consolidation with Power BI.

7. Operational Expense Dashboard

Track costs and improve efficiency.
  • Expense breakdown by category
  • Opex vs revenue ratios
  • Cost per unit and efficiency metrics
Keywords: operational efficiency analysis, Power BI for accounting.

Use Cases by Role

Our templates empower various financial roles with tailored solutions:

CFOs

Investor-ready performance dashboards, cash flow clarity, and continuous KPI monitoring.

Controllers

Variance analysis, reconciliation, audit-ready reporting

Financial Analysts:

Detailed DAX models, scenario planning, forecasting

Accountants:

Month-end close automation, P&L and balance sheet templates

Use Cases by Industry

Startups

Burn rate, runway, fundraising dashboards

Retail & E-commerce:

Sales trends, product/category profitability

Healthcare:

Cost per patient, departmental budget control

Manufacturing:

Inventory, cost of goods sold, efficiency ratios

Why Templates Work

Designed for immediate impact and long-term value, our templates deliver significant advantages:

Faster Deployment:
Start with pre-built dashboards, customize in hours not weeks
Finance-First Design:
Built by finance experts, not just BI developers
Scalable & Customizable:
 Adapt templates to fit your exact reporting structure

Get Dashboards That Work From Day One

Download our sample Power BI finance dashboard template or request a custom build.