[et_pb_section fb_built=”1″ module_class=”sheetgo-post” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
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\u2019 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.<\/p>\n
We also hand over the one we built for exactly this job: Sheetgo\u2019s free Business unit performance<\/b> template. It is a single Google Sheets file with a Dashboard<\/b> tab \u2014 you copy it to your own Drive and start filling it in. Nothing to install, no account needed.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
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.<\/p>\n
Additionally, they are extremely flexible and customizable, so you can really adapt them to your organization\u2019s situation and goals. Ultimately, a finance dashboard is a great tool to help you save time and money when analyzing finances.[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
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.<\/p>\n
However, there are some key features that a finance dashboard should have so that it’s effective for any business.[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.21.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
We now understand what a finance dashboard is and its essential features to optimize results. Let\u2019s now take a look at our top 5 finance dashboard templates in 2026.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
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:<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/08\/business-unit-dashboard-2.png” alt=”Business unit performance dashboard in Google Sheets” title_text=”Business unit performance dashboard” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Above is the Dashboard<\/b> tab of the Business unit performance template. The Expense tracker takes a more chart-led approach to the same idea:<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/08\/expense-tracker-dashboard-2.png” alt=”Expense tracker dashboard tab in Google Sheets” title_text=”Expense tracker dashboard” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
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.<\/p>\n
What the spreadsheet will not do is go and fetch the figures for you \u2014 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\u2019s finance virtual employee, not of the template.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/docs.google.com\/spreadsheets\/d\/1PbZ1PwFLfDM-yXIDVQXYv2WOVtMS96wv8S3cr1r5RxU\/copy” url_new_window=”on” button_text=”Get the free template” button_alignment=”center” _builder_version=”4.27.7″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#2979FF” button_border_width=”0px” button_border_color=”#2979FF” button_border_radius=”6px” button_font=”|600|||||||” button_use_icon=”off” custom_padding=”15px|20px|15px|20px|true|false” hover_enabled=”0″ global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_text_color__hover_enabled=”on|desktop” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#2666E2″ button_text_color__hover=”#FFFFFF” button_bg_color__hover=”#2666E2″ button_bg_enable_color__hover=”on” theme_builder_area=”post_content” custom_margin=”30px||30px||true|false” sticky_enabled=”0″][\/et_pb_button][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
This Business Intelligence (BI) platform offers a variety of finance dashboard templates that businesses can implement for specific financial areas. Sisense<\/a> provides templates for retail banking to crowdfunding businesses. They include specific analytical features to make the most of particular KPIs for your business.<\/p>\n 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.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/09\/Finance-Dashboard-Templates-\u2013-1.png” alt=”finance dashboard 2 Sisense” title_text=”Finance Dashboard Templates \u2013 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n iDashboards<\/a> 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.<\/p>\n Furthermore, iDashboards allows you to import your financial data from multiple sources including Excel, BigQuery, Salesforce, Google Sheets and more.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/09\/Finance-Dashboard-Templates-\u2013-2.png” alt=”finance dashboard 3. iDashboards” title_text=”Finance Dashboard Templates \u2013 2″ align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Get the templates here: iDashboards<\/a><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n 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<\/a> offers 5 professional finance dashboard templates that cover different levels of the financial functions, all the way up to a CFO appropriate dashboard.<\/p>\n 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.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/09\/Finance-Dashboard-Templates-\u2013-3.png” alt=”finance dashboard 4. DataPine” title_text=”Finance Dashboard Templates \u2013 3″ align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Get the templates here: DataPine<\/a><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n 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<\/a> 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.<\/p>\n 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.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/09\/Finance-Dashboard-Templates-\u2013-4.png” alt=”finance dashboard 5. Bold BI” title_text=”Finance Dashboard Templates \u2013 4″ align=”center” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n Get the templates here: Bold BI<\/a><\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n3. iDashboards<\/h4>\n
4. DataPine<\/h4>\n
5. Bold BI<\/h4>\n
Finance dashboard templates<\/h3>\n