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Financial Dashboard Software Solutions

Dynamic Financial Dashboards Power Your Decisions Instantly

Self-Service ReportingCloud IntegrationBI Integration

  • Instant Insights – Get up-to-the-minute financial data with automated updates that ensure your decisions are based on the latest information.

  • Tailored Views – Customize your dashboards with drag-and-drop simplicity, tailoring visuals to your needs and preferences for clearer analysis.

  • Seamless Integration – Seamless integration with your financial systems to consolidate data from multiple sources into one cohesive dashboard.

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We Connect to 200+ ERPs/EPMs

Aptean
Deltek
Dynamics
Epicor
Infor
MRI
Oracle
OracleNetsuite
Sage
SAP
ViewPoint
Yardi

Financial Dashboard Solutions

See What Dashboard Tools Work for Your ERP

Inefficiencies Hold Your Financial Analytics Dashboards Back

Static, Text-Heavy Reports

Even when you’re a seasoned CFO, traditional raw, tabular reports are hard to consume. The data takes time to interpret and analyze, which is the last thing your C-suite needs to worry about when facing a decision that will impact the business.

Financial Resource Burnout

Finance has become a go-to service for anyone who needs strategic or budgetary information. But when financial reports aren’t readable or digestible by non-technical users and teammates, you have to spend extra time on formatting, increasing the risk of frustration and burnout.

Inaccurate Report Sharing

Manually sharing data is error-prone and takes time away from critical analysis. Without the ability to instantly distribute accurate reports at the click of a button, you’re wasting valuable financial resources on administrative tasks that should be automated.

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Use Cases

Financial Dashboard Software to Continuously Track Important Metrics & Performance

Track Performance Metrics Instantly

Gain immediate visibility into important KPIs like revenue, expenses, and profitability. With real-time data updates, you're able to monitor performance trends, identify outliers, and make informed decisions swiftly. Whether tracking departmental performance or overall company health, stay agile and responsive with up-to-the-minute insights from our advanced financial dashboard platforms like Wands for Oracle, Wands for SAP, and Jet Reports.

Results

90%

Reduction in reporting time

98%

Accuracy in financial data

70%

Increase in decision-making speed

Empower Executives With Actionable Data

Provide executives with intuitive dashboards that showcase critical financial metrics and performance indicators at a glance. From revenue forecasts to budget variances, empower decision-makers to instantly assess the financial health of the organization. With customizable visualizations and drill-down capabilities, insightsoftware enables executives to delve deeper into the data that drives strategic initiatives and optimize resource allocation.

Results

90%

Reduction in reporting time

98%

Accuracy in financial data

70%

Increase in decision-making speed

Ensure Regulatory Compliance Effortlessly

Simplify compliance monitoring and reporting processes by consolidating financial data from disparate systems into a single dashboard. insightsoftware allows you to monitor compliance with industry regulations, accounting standards, and internal policies in real time. Automatically generate audit-ready reports, track adherence to financial controls, and mitigate compliance risks more efficiently. Comprehensive visibility and automated alerts ensure transparency and accountability across the organization while reducing the burden on compliance teams.

Results

90%

Reduction in reporting time

98%

Accuracy in financial data

70%

Increase in decision-making speed

Financial Dashboard Resources to Help

Join a webinar for finance trends, tools, and insights. Elevate your reporting with innovative features, gain strategic perspectives, and stay ahead in finance.

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Financial Dashboard FAQs

What is a financial dashboard?

Before we get into the core of these tools, let’s set the foundation. Financial analytics dashboards are visual interfaces that offer real-time summaries of financial KPIs such as revenue, expenses, cash flow, gross profit margin, and return on sales. These dashboards typically utilize visualization techniques like charts, tables, and indicators that make it easy to quickly identify important insights. For example, insightsoftware financial dashboard tools aggregate data from your ERP, spreadsheets, budgeting tools, forecasting systems, and more to unify all of this information in one place for faster, more informed decision-making.

What should I include in a financial dashboard?

Because financial dashboards can include so many different pieces of data from different sources, it’s critical to stick to the most important metrics. Our experts recommend including core elements like high-level KPIs (revenue vs. budget, EBITDA margin, etc.), period-over-period trends, and forecasts vs. actuals. On top of these visualizations, it can be helpful to include drill-down functionality to dive deeper into data, as well as customizable views tailored to certain roles or product lines.

How can I create a financial dashboard in Excel?

Out of the box, Excel has difficulties creating effective financial dashboards because it isn’t designed for real-time data updates and can slow down with large datasets. Limited automation and collaboration functionality further restrict your ability to make useful financial dashboards. However, insightsoftware platforms like Wands for Oracle/SAP, Spreadsheet Server, Jet Reports, and more have revolutionized this. These tools can connect directly to your ERP, data warehouses, and planning systems — and update these numbers directly within Excel. They also provide libraries of pre-built dashboard templates and functions so you don’t have to start from scratch, with dynamic charts and tables that you can refresh with a single click. In other words, insightsoftware combines the familiarity of Excel with our automation and advanced reporting capabilities to upgrade your financial dashboards.

How can I create a financial dashboard in Power BI?

Power BI is more suited to create financial dashboards than Excel. Start by gathering your financial data, such as spreadsheets, accounting software, databases, and cloud services. You’ll then need to clean and transform your data (handle missing values, create calculated columns, etc.) so it can be visualized, before setting up data models and relationships. This might include defining relationships between tables, connecting related columns, and more. After all of this, you’re ready to design the actual dashboard and create visualizations (see our in-depth guide to dashboard design here). However, adding interactivity, drill-through functionality, data quality validation, real-time updates, and more can be difficult with Power BI’s rigid limitations. This is where platforms like Power ON come in handy for real-time Power BI write-back. Power ON enables faster edits within your BI dashboards for more efficient planning and scenario modeling. For those using Oracle EBS, SAP ECC, or S/4HANA data with Power BI, Wands for Oracle and Wands for SAP further enhance your financial dashboards by simplifying data extraction and custom report creation so you can focus more on analysis and less on tedious manual exports.

How should I present financial dashboards?

When presenting these dashboards, our financial analysis experts recommend tailoring them to specific audiences. It helps to have certain views that serve as executive summaries, and others that get more into the weeds of operational data. You should also draw attention to certain areas of your dashboards using colors to highlight variances or other callouts. We always suggest incorporating interactive elements as well, so viewers can explore on their own and filter by department, region, time period, etc. Lastly, it’s important to tell a story with your data — when possible, try to logically group metrics and use visual cues to direct the narrative.

Can you automate financial dashboards?

Thankfully, your financial dashboards don’t have to be manually updated or built. Automation and data governance are at the heart of insightsoftware platforms, including our financial dashboards. Tools like Wands for SAP and Wands for Oracle streamline data extraction and refreshes from your ERP systems, while also scheduling dashboard distribution (either time-based or event-triggered). Automated variance calculations and version control further enhance your budgeting and forecasting capabilities, revolutionizing processes that used to rely on manual exports and sluggish Excel formulas.

What are the benefits of using an automated financial dashboard?

Automating your financial dashboards with insightsoftware comes with a variety of advantages:
  • All your data is current and immediately up-to-date, which is critical for fast-paced sectors.
  • Data accuracy improves as a result of eliminating copy-paste errors and manual data manipulation.
  • Teams become more efficient because their time is freed up to analyze data instead of collecting and cleaning it.
  • Quicker refreshes mean more flexible budget updates, reforecasting, and scenario modeling so your team can be more agile.
  • Scaling is more feasible with automated workflows, pre-built templates, and more that extend financial dashboards across teams or geographies.

What are key features to look for in a financial dashboard?

When evaluating modern financial dashboard software, look for features like:
  • Live data connectivity across your systems
  • Interactive drill-down (e.g. from summary to subledger)
  • Customizable templates for different users/audiences
  • Variance and trend analysis capabilities
  • Embedded commentary for collaboration and narrative
  • Mobile accessibility so users can use dashboards anywhere

What are the best no-code platforms for building financial dashboards?

While there are a lot of no-code financial dashboard tools on the market, many sacrifice functionality for the sake of simplicity. insightsoftware platforms like Wands, Jet Reports, and Spreadsheet Server combine Excel’s intuitive interface with deep utility for rich, interactive, and shareable financial dashboards. For those looking to embed dashboards and analytics within other applications, Logi Symphony easily accomplishes this with drag-and-drop editors, no coding required. Other options like Qlik or Tableau offer no-code dashboard creation, but these usually don’t include the strong ERP integrations that insightsoftware tools are built with, and lack the advanced visualizations or financial-specific logic that our platforms provide out of the box.

What tools can I use to create interactive financial dashboards?

Many general business intelligence tools like Power BI are popular for financial dashboard creation, but often lack the customization or interactive elements that purpose-built dashboard solutions include. Excel-based tools like Jet Reports can add slicers, pivot-like drill-downs, and other interactive chart features. Spreadsheet Server and our Wands platforms also integrate with Excel and your ERP to create real-time dashboards that use interactive Excel tools like formulas, tables, filters, conditional formatting, and more. Logi Symphony goes a step further to embed interactive dashboards within other applications for AI-enhanced self-service capabilities — no extensive coding required.

What types of financial dashboards does insightsoftware offer?

insightsoftware offers a range of financial dashboards, including ones for financial reporting, budgeting, forecasting, and analytics. With our tools, you can create strategic or executive dashboards (CXO), analytical dashboards (Spreadsheet Server, Wands for SAP/Oracle, Jet Reports), operational dashboards (Power ON, Jet Analytics), and budgeting/forecasting dashboards (Bizview, Longview Plan, Hubble).

Can I customize the dashboard templates to fit my specific needs?

Yes. insightsoftware’s dashboards are highly customizable, allowing you to tailor them to your organization’s unique requirements and preferences. You can then save the customized version as a new template to re-use in the future.

How easy is it to integrate data from different sources into the dashboards?

Very easy. insightsoftware’s solutions are designed to seamlessly integrate with various data sources, including more than 200 ERPs, cloud systems, data warehouses, spreadsheets, and other sources. Our pre-built connectors make setup even easier, and preconfigured workflows make refreshing your data a breeze.

Are the dashboards accessible on mobile devices?

Yes. insightsoftware’s dashboards are accessible on mobile devices through web browsers or dedicated mobile apps, providing flexibility for users on the go.

What sets insightsoftware financial dashboard tools apart from other software?

Our financial dashboard tools (Wands, Spreadsheet Server, and Jet Reports) come with a variety of features and characteristics that make them stand out. Instead of master-of-none BI tools that happen to include basic dashboarding capabilities, our platforms are built from the ground up to be the best financial dashboard solutions available. Not only that, but they’re designed specifically with finance teams in mind, offering compliant templates to get dashboard creation off the ground faster. Our deep integrations across ERP systems like Oracle EBS, SAP S/4HANA, Dynamics 365, NetSuite, and more all enable finance professionals to analyze real-time data like never before. This doesn’t stop at the KPI level, though — our dashboards include drill-down capabilities to go beyond the surface-level analytics and identify the source of change. Lastly, our scalable architecture is unmatched, enabling large dataset manipulation in Excel without crippling performance and responsiveness.

What kind of support and training is available for using the financial dashboards?

insightsoftware provides comprehensive support and training resources, including documentation, tutorials, webinars, and customer support channels, to help users effectively utilize their financial dashboards. We also offer onboarding and implementation services tailored to your ERP stack, 24/7 global support with offices worldwide, as well as template libraries and best-practice playbooks.