Finance Dashboard

Understand your business in a whole new way, with Alluxo's automated finance dashboards and reports. No code required.

How Do You Build a Finance Dashboard?

We're going to explore a few topics relating to finance dashboards, starting with the question: "How do you build a finance dashboard?" This often can be a daunting question, that causes both finance managers and company management to become uneasy.

The truth is that businesses today have the right data available to them. But it's difficult to extract that data, visualize it, and generate value. That's where Alluxo comes in. We make it easy to take your existing financial data inside of QuickBooks Online and build custom finance dashboards.

Startups and established brands alike use QuickBooks as their accounting system, but resort to manual practices for creating reports and dashboards.

For example, you have closed the books for the month and need to export a CSV to compare this month's numbers to a previous period. Or perhaps it's your job to curate a set of metrics (number of orders, revenue, profit margin, etc.) for a monthly all-hands meeting. Sound familiar?

Well, we're happy to tell you that Alluxo can dramatically streamline your workflow by creating a web interface to create your custom finance report. With Alluxo, you can create a one-time integration with QuickBooks Online. From there, our web interface allows anyone to build a dashboard by using drop down menus and answering simple questions.

As an added benefit, finance dashboards and reports built in Alluxo automatically update! That means the numbers you are looking at will always be accurate – and there's one less thing on your monthly to-do list.

What's the Best Way to Organize My Finance Data?

By now, you understand the value that Alluxo provides. We handle everything behind the scenes – the integration, data management, security, hosting, and data visualizaiton – so you get accurate, up-to-date finance reports wherever you are.

Now there's a new question: "What's the best way to organize my finance dashboard?" Thankfully, Alluxo can help here.

We believe there are two types of finance reports: Summary and Detailed. When creating a summary view, you want the information to be easy to digest and relevant to a wide group of stakeholdes. For example, a Summary Finance Report may have:

  • Total Revenue (monthly)
  • Gross Profit (monthly)
  • Total Expenses (monthly)
  • Cash Balance (current)

Note that for items on the income statement, we have elected to view them as a month-end item. This is important because large items (e.g., payroll) come in periodically.

For items on the balance sheet, such as cash balance, we have elected to view the current balance. You may also decide to view the month-end cash balance as that is valuable information as well.

You'll also note tha we stopped when we reached 4 finance metrics. The key to a useful report is to give enough information to be informative, without taxing the viewer.

We've also included an example of a Detailed Finance Report below. In this case, we have created a report for Revenue:

  • Revenue for Product A (monthly)
  • Revenue for Product B (monthly)
  • Other Revenue & Misc (monthly)
  • Total Revenue (monthly)
  • Gross Profit (monthly)

For more information, check out our guides on KPI dashboards and accounting dashboards.

Your Finance Dashboards, Available Anywhere

The Alluxo iOS & Android mobile apps allows you to access your finance report from anywhere, at anytime.

We know what it's like to be a businessowner, always pressed for time and juggling a full schedule. That's why we created the Alluxo mobile app – and included it in every Alluxo subscription. You can now pull up your financial data on your iPhone, iPad, or Android device – at anytime.

Develop deep insights in your business, with Alluxo and the ability to view finance reports on your mobile device.

Start for free today.

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