Free Profit and Loss Dashboard Examples and Templates

These profit and loss dashboards come pre-built with some of the most commonly tracked P&L 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.

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Free Quickbooks Dashboard Template

Profit and Loss Overview

The Profit and Loss (P&L) metric displays the business’s income, cost of sales, and total expenses. This key accounting metric can help business owners, bookkeepers, and accountants easily calculate the business’s net profit. The profit and loss metric will help determine whether or not a company’s net profit is consistent month over month.

Key terms

  • Income: The amount of money received by the business
  • Expenses: The cost required for running the business
  • Net profit: The amount of money the business makes after deducting cost of sales and expenses from income
  • Gross profit:
  • Net Income:
  • Gross profit margin:
  • Open invoices:
  • Outstanding Invoices:
  • Current ratio:
  • Quick ratio:
  • Customer acquisition ratio:
  • Return on equity:

Success indicators

  • Having more income than expenses and cost of sales, meaning a profit for the business
  • Keeping expenses and cost of sales lower than overall income

Monitoring Financial KPIs on a Dashboard

Once you have established benchmarks and targets for your Profit and Loss Report, you’ll want to establish processes for monitoring this and other Financial KPIs. Dashboards can be critical in this regard.

Top Profit and Loss Integrations

  • Quickbooks: These custom dashboard templates provide you with insights about cash flow, bank accounts, sales and expenses entered in Quickbooks to stay on top of your business.
  • Stripe: Stripe dashboard template provides you with insights about customer, payments, MRR, ARR, churn and more.
  • Xero:
  • ProfitWell: Stripe dashboard template provides you with insights about customer, payments, MRR, ARR, churn and more.
  • Salesforce:
  • Hubspot:

Creating a Profit and Loss Dashboard

Quickly build your P&L dashboard with Databox’s drag-and-drop designer tool. No coding and design skills are required, just five simple steps and you will have a customized dashboard that’s ready action.

  • Create dashboard: Create a new dashboard using our designer tool
  • Name dashboard: Name your dashboard for future reference
  • Select data source(s): Select your data source(s) to populate necessary metrics
  • Build metrics: Drag-and-drop pre-built metrics from that source to your dashboard
  • Customize metrics: Customize each metric block with the look and feel that you want

Build custom Profit and Loss dashboards

No design or coding skills necessary.

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Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Here are just a few examples of the departments and industries that use our pre-built templates on a daily basis to improve performance.