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Finance

Finance Templates

Templates for financial services, performance analysis, risk observation, and operational reporting.

Support finance and financial-service teams with views for performance, risk, operations, and management reporting.

Explore templatesAnalysis blueprint
Budget variance
Profit analysis
Risk monitoring
Management reports

25

matched templates

Focus area

Performance and risk

Primary users

Finance teams

Core view

Financial reporting

Financial servicesFinancial performanceRisk observation

What this theme helps analyze

Financial performance

Analyze revenue, expense, profit, budget variance, and financial trends.

Risk observation

Monitor exposure, abnormal indicators, overdue items, and compliance signals.

Operational reporting

Build recurring reports for branches, business units, and management review.

Suggested analysis path

  1. 1Define financial indicators
  2. 2Connect accounting and business data
  3. 3Set risk thresholds
  4. 4Build recurring reports

Finance

Recommended dashboard capabilities

Budget variance

Profit analysis

Risk monitoring

Management reports

Templates in this theme

Curated from matching industries, scenarios, and product capabilities.

Browse all themes
Sales Management Dashboard

Sales Management Dashboard

Free

By FanRuan

254

Viewed 254 times

Financial Dashboard

Financial Dashboard

Free

By FanRuan

623

Viewed 623 times

Investment Portfolio Dashboard

Investment Portfolio Dashboard

Free

By FanRuan

511

Viewed 511 times

Smart Town

Smart Town

Free

By FanRuan

87

Viewed 87 times

Budget Control Dashboard

Budget Control Dashboard

Free

By FanRuan

176

Viewed 176 times

Carbon Emissions Dashboard

Carbon Emissions Dashboard

Free

By FanRuan

439

Viewed 439 times

Portfolio Management Dashboard

Portfolio Management Dashboard

Free

By FanRuan

197

Viewed 197 times

Executive Dashboard

Executive Dashboard

Free

By FanRuan

344

Viewed 344 times

Financial Metrics Dashboard

Financial Metrics Dashboard

Free

By FanRuan

73

Viewed 73 times

Customer Analytics Dashboard

Customer Analytics Dashboard

Free

By FanRuan

187

Viewed 187 times

Bank Performance Metrics

Bank Performance Metrics

Free

By FanRuan

312

Viewed 312 times

Warehouse Dashboardfeatured

Warehouse Dashboard

Free

By FanRuan

405

Viewed 405 times

Hong Kong Real Estate Analysis

Hong Kong Real Estate Analysis

Free

By FanRuan

134

Viewed 134 times

Procurement Dashboard

Procurement Dashboard

Free

By FanRuan

145

Viewed 145 times

Group Financial Overview & Performance

Group Financial Overview & Performance

Free

By FanRuan

181

Viewed 181 times

Bank Dashboard

Bank Dashboard

Free

By FanRuan

229

Viewed 229 times

Sleep Insights

Sleep Insights

Free

By FanRuan

65

Viewed 65 times

Group Financial Management Dashboard

Group Financial Management Dashboard

Free

By FanRuan

80

Viewed 80 times

Financial‑Operational Analysis of State‑owned Capital Treasury System

Financial‑Operational Analysis of State‑owned Capital Treasury System

Free

By FanRuan

24

Viewed 24 times

#Мастера FineBI-дашбордов 2026 | Bank Operational Performance Analysis

#Мастера FineBI-дашбордов 2026 | Bank Operational Performance Analysis

Free

By Alex_From_Somewhere

55

Viewed 55 times

Group Accounts Receivable Analysis

Group Accounts Receivable Analysis

Free

By FanRuan

37

Viewed 37 times

Earthquake Monitoring and Early Warning Center

Earthquake Monitoring and Early Warning Center

Free

By FanRuan

25

Viewed 25 times

Medical Operations Cockpit

Medical Operations Cockpit

Free

By FanRuan

158

Viewed 158 times

Consumer Data Center Solution

Consumer Data Center Solution

Free

By FanRuan

191

Viewed 191 times

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