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Who would have predicted that the idea of listing an entity’s resources (the discipline of accounting) would grow into a massive industry worth $735.94 billion by 2025, with a CAGR of 6%? It’s no secret that, today, accounting is a healthy, growing, and gaining industry since its 15th century origin.
The demand is higher than ever for impactful insights and accurate financial reporting. Accounting Dashboards have been developed to provide real-time view of invoices, cashflow, accounts receivable and payable, profit and loss, and more that is crucial to a company’s long-term financial health.
Accounting dashboards have proven to be beneficial to financial departments and experts, as they now have a better understanding of the company’s financial health, with all accounting and financial information in one place. This management tool allows for detailed tracking of spending, sales, and profits in order to meet and exceed a business’s financial goals.
Check out our content-ready and editable Accounts Payable Process Templates to help you keep track of what your company owes to other companies in the supply chain.
This blog offers an exclusive catalogue of Accounting Dashboards PPT Templates to provide a comprehensive picture of financial activity. These dashboards will assist you in comprehending and measuring data to show accounting KPIs such as accounts receivable and payable, income and expenses, profit and loss report, recent payments, and more. Use this list of Top 10 Accounting Dashboard Templates to keep track of key data sets like income, expenses, and profits and losses, as well as a quick overview of the month’s figures, a detailed breakdown of expenses by category, and information about the company’s income and cost of sales.
These PPT Templates will support you in displaying an easy-to-use, up-to-date visual reference for reviewing the complex—and ever-changing—numbers used to assess your company's long-term financial health.
Explore our Profit and Loss Statement Templates to create the company's primary financial record, both quarterly and annually.
Validate figures faster and drill into financial details with SlideTeam’s best-in-class PowerPoint Templates!
Template 1: Accounting Dashboard with Income and Expenses PPT
Track income and expenses by category for better financial management. Use this pre-made PPT Template to identify trends that may emerge over time and ensure that the company is on track to meet its objectives. This financial dashboard displays business performance data through editable charts and graphs. Provide reference for reviewing key financial metrics, as well as reviewing critical data sets and assessing the company's long-term health. Select the layout, add your data, and your metric visualizations will populate. This PowerPoint Presentation allows you to track and analyze your investment choices.
Template 2: Project Accounting Dashboard with Portfolios Budget PPT
Use this pre-designed PPT Template to provide an overview of your project’s financial transaction elements. The project costs, revenue, and income and expenses are included in this dashboard. This financial highlight is critical for program managers, group project managers, IT directors, project owners, and CXOs because these are the people who oversee multiple projects and want to know what is going on with each of them. This PowerPoint slide can assist you in communicating the following: Project Overview, Indicators of program health, time to completion, unaddressed risks, and project summaries. Drill down into individual projects and create a working financial model.
Template 3: Accounting Dashboard Income Expenses and Profit
Track all financial KPIs to meet and exceed your company's financial objectives. Use this PowerPoint Template as an effective financial dashboard to validate figures faster. This will boost productivity and, in the end, provide a more stable financial environment. This PPT layout is an easy-to-read visual representation of a company's revenue, costs, expenses, profits, and losses. Gain data-driven insights and take control of business expenses in real-time.
Template 4: Accounting Dashboard with Executive Summary and Monthly Expenses Template
Use effective visuals to analyze data and make wise strategic decisions that will lower risks and ensure growth. Employ this pre-designed PPT Template to track critical financial KPIs to manage business operations. This PowerPoint presentation is useful for providing accurate accounting of your company’s success. The executive reporting dashboard is an accessible visual design makes it simple to make sense of specific datasets, discover recurring trends, and take profitable decisions. This slide includes the idea of budgeting and controlling to offer insightful information on the state of an organization.
Template 5: Accounting Dashboard with Revenue and Customer Balance Summary
Use this pre-made PowerPoint Template to track trends and variances in the company’s earnings. This slide can be used as a financial statement to show how much money customers owe for purchases. This accounting dashboard includes an Excel linked layout that highlights your expenses, revenues and customer balance summary statement. It allows directors and managers to track key metrics for each process, overall performance, and individual productivity of each team. With this download, you can display your company's financial status and progress. Save it now!
Template 6: Accounting Dashboard with Global Financial Performance PPT
Maintain constant visibility of your company’s numbers in order to make more informed data-driven decisions. This PowerPoint Template can be used as a financial management tool to track accounting and financial key performance indicators (KPIs) such as revenue, gross profit, operating profit margin, and business financial ratios. This financial dashboard is made up of excel-linked charts and graphs that calculate financial ratios to show how much revenue was earned in a fiscal year and what your company's financial position is. The built-in charts can also be customized. Highlight business progress and measure performance and take corrective action.
Template 7: Accounting Dashboard with Return on Assets and Equity PPT
Use this pre-built PPT Template to calculate your company’s profitability in relation to its total assets. This accounting statement displays a financial ratio to show how well your company is performing by comparing the profit (net income) generated to the capital invested in assets. Business owners can use return on assets and equity ratios to determine whether the money invested is fruitful. This financial dashboard highlights financial ratios like accounting receivable turnover ratio, return on assets ratio, return on equity ratio, inventory turnover ratio, and so on. This PowerPoint Presentation is beneficial for sales leaders, marketers, business professionals, analysts, and strategists, among others.
Template 8: Accounting Dashboard with Net Profit and Current Accounts Payable
Businesses must monitor key metrics and analyze problems to ensure that the payment process runs smoothly. Use this PPT Template to display key performance indicators (KPIs), income and expenses, important summary data, alerts, trends, and more to plan your budget and keep all of your commitments. This financial dashboard includes metrics such as net profit and current accounts payable to improve cash flow and forecasting, increase profitability, and assist the company in managing its suppliers. This is advantageous for industry professionals, technologists, managers, executives, researchers, and salespeople.
Template 9: Accounting Dashboard with Gross Profit and Net Profit Margin PPT
Use this PowerPoint Template to assess your company’s profitability. This contributes to the improvement of your organization’s analytical efforts at major financial aspects. The infographic includes financial KPIs such as Net Profit, Gross Profit, and Operating Profit Margin, which are useful in making long- and short-term decisions. The template will assist the company’s CFO, stakeholders, and investors in comparing net profit margin over time and identifying the most profitable department. This fantastic accounting dashboard includes editable charts and graphs, time-saving features.
Template 10: Profit and Loss Analysis Accounting Dashboard
Provide an overview of financial statements, from revenue to net profit, supplemented by relevant performance ratios. This PPT Template can be used to outline your company's revenue and expense details, as well as customer growth. The financial dashboard is structured around four key performance indicators (KPIs): gross profit margin, OPEX ratio, operating profit margin, and net profit margin to provide a concise breakdown of financial category subcomponents. Use the slide to demonstrate Profit and Loss Statements, P&L Structure Dynamics, Sales, Margin Quality Performance Analysis, and DuPont Ratios. It's a great yardstick for assessing performance in terms of investments, market fluctuations, and other operational factors.
Data at your fingertips for rich analysis
It takes time for businesses to extract insights from a sea of data points. Due to this, accounting dashboards are becoming important component of financial teams’ and companies’ overall health. Data at your fingertips, rich analysis options from a single point of entry, and financial KPIs in accounting dashboards have created an infinite number of data analysis and reporting options to allow finance professionals to increase productivity. With these PPT templates from SlideTeam, quantify all your financial data and comprehend it.
PS: Explore our guide to pre-designed Accounting and Finance Document Report Templates to find a dependable tool that will make report-designing a breeze.
FAQs ON ACCOUNTING DASHBOARDS
What is an accounting dashboard?
An accounting dashboard is a management tool that allows you to view financial data and other important metrics from multiple sources in one location. It offers a constant view of cash flow, invoices, accounts payable and receivable, profit and loss, and so on, so that business owners, bookkeeping professionals, or accountants always know where the business is headed. Keeping track of relevant finance KPIs ensures that a company's financial objectives are met.
Recent transactions, expenses, and financial reports are critical to improve business performance and make sound decisions. This single tool gives you a general sense of how well the company is doing by looking at its revenue and expense reports, but in a visual format for easy reference. It also provides you with a complete picture of your company's cash flow, and helps you maintain a balance between your income and expenses at any given time.
What should be included in an accounting dashboard?
Accounting dashboards make it simple to view financial data or other metrics from multiple sources. They should be able to present relevant financial metrics in an actionable manner, allowing a business to understand and measure data. The following are some metrics that a good financial dashboard should display:
a) A graphic budget-to-actual table demonstrating how a business is working in accordance with the established goals or objectives
b) A sales report that shows data of sales and orders invoiced during a specific period
c) A cash flow projection to help during periods of limited cash availability and cash-intensive growth
d) A peer benchmark metric to compare margins against peers
e) Industry performance metrics
f) Long-term value drivers
g) Performance metrics
What is a P&L dashboard?
The profit and loss (P&L) dashboard summarizes revenue, costs, and expenses for specific time periods. Businesses can navigate levels of data to determine which items are impacting performance negatively and then take corrective action. The P&L dashboard includes key metrics:
a) Cost of Goods Sold
b) Gross profit
c) Expenses
d) Net income
Profit & Loss Reports are used by businesses to easily detect and analyze fluctuations in key revenue and expense figures for the current and prior years. When used as part of good company operations in a Financial Planning & Analysis (FP&A) department, a company can improve its decision-making and reduce the likelihood that managers will miss any anomalies.
