Best finance dashboard templates in 2026

Every business has many financial processes they must track and manage in order to make important decisions for the future. From cash flow and income statements to investments and expense tracking, there are a lot of aspects to keep up with! Creating a finance dashboard is one of the most effective solutions for handling your business’ finances. There are many finance dashboard templates available for organizations to keep track of everything in one place. In this article, we share our top 5 best finance dashboard templates in 2026 that you can put to work straight away.

We also hand over the one we built for exactly this job: Sheetgo’s free Business unit performance template. It is a single Google Sheets file with a Dashboard tab — you copy it to your own Drive and start filling it in. Nothing to install, no account needed.

What is a finance dashboard?

A finance dashboard brings your financial data together and turns it into a clear, visual picture of your financial operations that you can read in one place. Some dashboards also let you input, track and project your financial KPIs. You can refer to those KPIs when creating financial reports or making important business decisions.

Additionally, they are extremely flexible and customizable, so you can really adapt them to your organization’s situation and goals. Ultimately, a finance dashboard is a great tool to help you save time and money when analyzing finances.

What should be included in a finance dashboard?

The great thing about finance dashboards is that they are often customizable, meaning that you can implement specific features that work best for your business.

However, there are some key features that a finance dashboard should have so that it’s effective for any business.

• Visual representation: The visual representation of your data is perhaps the most essential feature of a finance dashboard. This because it helps you easily understand your finance situation and predict future insights. The dashboard should include a variety of graphs, tables and charts for clear visualization.
• Analysis tools: Without analytical tools, you cannot turn your data into useful insights that shape future decisions. Finance dashboards should include a variety of analytical features that calculate important results for your business.
• Projections: Understanding your past and current financial data is very helpful. But the main reason to include a finance dashboard as part of your finance management process is to predict and plan for the future. Therefore, a dashboard should include accurate predictions to be used for important future decision-making.
• Figures that stay current: A dashboard is only useful if it reflects where you are today. Look for one where the analysis recalculates the moment the underlying figures change, so you are not rebuilding the whole report every month.

We now understand what a finance dashboard is and its essential features to optimize results. Let’s now take a look at our top 5 finance dashboard templates in 2026.

Our top 5 templates

1. Sheetgo

Sheetgo publishes five free finance templates, and every one of them is a single Google Sheets file that already contains its own dashboard or analysis tabs. You copy the file to your own Drive, type your figures into the input tabs, and the analysis tabs recalculate as you go. Here is what each one actually gives you:

• Business unit performance: list your account names in Configuration, then enter one row per account, month and business unit in Business registers. Pick a year, month and report view in Inputs and the Dashboard tab shows that business unit’s performance, compared with the previous year and against budget.
• Expense tracker: log spending in All expenses, which includes a Team member column so several people’s expenses live in the same file. The Dashboard tab turns those rows into a set of charts.
• Budget vs actual: set the plan in Income Forecast and Expenses Forecast, record what really happened in Income Actual and Expenses Actual, then read the variances in Budget Analysis, Income Analysis and Expenses Analysis.
• Cash flow: put your start date and start balance in Inputs, log money in under Receipts and money out under Payments. Cash Flow Analysis and the Monthly Cash Flow Chart give you the running position, with Receipts Analysis and Payments Analysis for the detail.
• Income statement: choose the year to report on in Inputs, fill in Income Input and Expenses Input, and read the finished statement in Income Statement Monthly, backed by Income Summary per Month and Expenses Summary per Month.

Above is the Dashboard tab of the Business unit performance template. The Expense tracker takes a more chart-led approach to the same idea:

Because these are ordinary Google Sheets files, they are yours to adapt: rename the accounts, add your own categories, change the currency or the formatting so the dashboard matches how your company reports. Nothing is locked.

What the spreadsheet will not do is go and fetch the figures for you — someone still has to enter them. If you want the numbers to land in the file on their own and the report to be waiting for you, that is the job of Sheetgo’s finance virtual employee, not of the template.

2. Sisense

This Business Intelligence (BI) platform offers a variety of finance dashboard templates that businesses can implement for specific financial areas. Sisense provides templates for retail banking to crowdfunding businesses. They include specific analytical features to make the most of particular KPIs for your business.

Moreover, Sisense has the capability to turn these insights into ready-made financial reports. You can share these, along with the dashboard itself, with members both inside and outside of your company.

3. iDashboards

iDashboards has 250+ templates to choose from to build and customize the perfect financial dashboard for your business. With a user-friendly drag-and-drop interface, it requires no programming experience to create an intuitive dashboard that covers each aspect of your financial operations.

Furthermore, iDashboards allows you to import your financial data from multiple sources including Excel, BigQuery, Salesforce, Google Sheets and more.

Get the templates here: iDashboards

4. DataPine

You might be overwhelmed with the number of templates some companies offer. If you’re looking for high-quality dashboard templates that simply focus on one process only, then DataPine may be for you. DataPine offers 5 professional finance dashboard templates that cover different levels of the financial functions, all the way up to a CFO appropriate dashboard.

These dashboards include built-in alarms that immediately notify you of any data anomalies, avoiding the tedious process of identifying issues yourself. Instead, it allows you to focus on actionable insights only.

Get the templates here: DataPine

5. Bold BI

This company offers a variety of finance dashboards. These range from an overall finance analysis on your key KPIs, to more specific dashboards focussed on a specific function, e.g. profit and loss. Bold BI focuses on a clear visual representation of your data. As a result, you can easily understand your financial status and identify key areas that may need improvement.

Bold BI also allows you to download your finance dashboard insights into a PDF or Excel report. This is perfect for sharing with various members within your organization.

Get the templates here: Bold BI

Finance dashboard templates

And there are our top 5 best finance dashboard templates of 2026! Finance dashboards are the best tools to use within your finance-related operations, giving you a clear read on where the money is going and solid analysis to act on. If you want to start today without paying for anything, make a copy of the Business unit performance template and fill in the Configuration and Business registers tabs — the Dashboard tab does the rest. Sheetgo publishes free templates for other parts of the business too, including inventory, project management and marketing.

Frequently asked questions