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Must-Have Cash Flow Dashboard Examples and 12 Templates

These cash flow dashboards come pre-built with some of the most commonly tracked cash flow metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

Top Cash Flow integrations

  • QuickBooks
  • Xero
  • ProfitWell
  • WooCommerce
  • Shopify
Xero Cash Flow Overview dashboard template preview

Xero Cash Flow Overview

Quickbooks Income & Expenses Cash Overview dashboard template preview

Quickbooks Income & Expenses Cash Overview

E-commerce Financial Dashboard (BigCommerce + QuickBooks) dashboard template preview

E-commerce Financial Dashboard (BigCommerce + QuickBooks)

SaaS Key Revenue Metrics - Profitwell dashboard template preview

SaaS Key Revenue Metrics - Profitwell

E-commerce Financial Dashboard (WooCommerce + Xero) dashboard template preview

E-commerce Financial Dashboard (WooCommerce + Xero)

E-commerce Financial Dashboard (WooCommerce + QuickBooks) dashboard template preview

E-commerce Financial Dashboard (WooCommerce + QuickBooks)

SaaS MRR Growth - Profitwell dashboard template preview

SaaS MRR Growth - Profitwell

E-commerce Financial Dashboard (Shopify + Xero) dashboard template preview

E-commerce Financial Dashboard (Shopify + Xero)

ProfitWell Revenue and Customer Overview dashboard template preview

ProfitWell Revenue and Customer Overview

Xero Balance Sheet Overview dashboard template preview

Xero Balance Sheet Overview

QuickBooks Cash Flow Overview dashboard template preview

QuickBooks Cash Flow Overview

Xero Financials Overview dashboard template preview

Xero Financials Overview

FreshBooks Cash Overview dashboard template preview

FreshBooks Cash Overview

QuickBooks Financials Overview dashboard template preview

QuickBooks Financials Overview

Xero Account Balance Overview dashboard template preview

Xero Account Balance Overview

QuickBooks Profit & Loss (P&L) dashboard template preview

QuickBooks Profit & Loss (P&L)

Stripe MRR & Churn Overview dashboard template preview

Stripe MRR & Churn Overview

SaaS Key Revenue Metrics - ChartMogul dashboard template preview

SaaS Key Revenue Metrics - ChartMogul

E-commerce Financial Dashboard (Shopify + QuickBooks) dashboard template preview

E-commerce Financial Dashboard (Shopify + QuickBooks)

SaaS Churn Overview - Profitwell dashboard template preview

SaaS Churn Overview - Profitwell

QuickBooks Balance Sheet Overview dashboard template preview

QuickBooks Balance Sheet Overview

Stripe MRR & Subscriptions Overview dashboard template preview

Stripe MRR & Subscriptions Overview

PayPal Account Overview dashboard template preview

PayPal Account Overview

Don't see your Cash Flow tool?

You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.

Can't find the exact template? Build your own.

Build the Cash Flow dashboard your team actually needs

Create a custom view of your most important Cash Flow metrics – no coding or design skills required.

The Databox dashboard designer: a metric library beside a blank canvas, with a metric being added to it

Centralize

See every client's performance in one place

Save account managers from hours of copy-paste reporting work.

A Databox client dashboard tracking sessions, conversions, monthly goals, sales pipeline and sessions by country