Save Time & Improve Performance with our Financial Metrics KPI Dashboard

Integration with Unlimited Data Sources

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How It Works

Exploring your live data feed in Google Sheets and Google Data Studio is now easier than you think. Connecting all data sources into one sheet enabling you scheduled importing of your data, providing you up to date information at fingertips.

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Step 1- Connect

Connect your data sources to our Unit Metrics Analysis Dashboard

Step 2 - Build Report

Import Into Google Sheets and Google Data Studio

Step 3- KPI Dashboard

Create customized Reports and Dashboard

Benefits

Data integration

Real-Time Data integration
with Google Sheets and Google Data Studio

powerbi
Analyse Marketing Data

Analyse Marketing
Data in one click

Customize reporting

Customize reporting for all
Marketing and advertising Data

Scheduling exports

Scheduling exports to
keep data up to date

Customize Dashboard

Customize Dashboard with
Key Performance Indicators

Reduce

Reduce
manual work

efficiency

Increase
efficiency through KPI

Save Time

Save
Time

Data integration

Reduce stress on the IT
department and Data analyst

Upload data from any platform to Google Sheets and Google Data Studio

Data from over 500 marketing and advertising platforms

Features

Data from all Units in Google sheet and Google Data Studio

Financial Metrics KPI Dashboard import data from all accounting software, transform data into customize reports and visualize in Google Sheets and Google Data Studio. With more than 500 connectors, Financial Metrics KPI Dashboard will be the last Financial performance analysis dashboard you’ll ever need. We do customer reporting as per the business requirement and provide Financial and Unit Metrics Analysis Dashboard in one single Google Sheets and Google Data Studio to analyze the Business and Financial Performance in one place.

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No more Data in silos

We create a hub in Google Sheets and Google Data Studio Studio and connect multiple platforms in one customized Financial Analysis report. You don’t need to save your Financial data in silos. Our Financial Metrics KPI Dashboard API connector makes it fast and initiative to combine and map data across all your data sources. This enables us to provide you Customized reporting and Dashboard without any manual working of your team.

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No Raw Data require

We will create customized reporting with visualization of Data. You don’t need to review Raw Data which is not understandable. At your end, you just need to review your daily, weekly, monthly, quarterly and yearly reporting without any complex formulation and any query.

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Interim CFO

Schedule reports in Google Sheet and Google Data Studio

Get performance alerts & recommendations when they matter most. Oak Financial analyst schedules exports to Google Sheets and Google Data Studio to make sure that the data is always up-to-date so you don’t wait until the end of the month or quarter to know how your performance is trending. With Alerts, get notified when performance is off. With Insights, see a stream of your team’s achievements and receive recommendations for improving your performance.

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We will design your own dashboards

You will have your own Financial Metrics Analysis Dashboard designed and customized to your liking by our experts with in-depth business knowledge of several industries. We ensure you have every key Financial Metrics KPI Dashboard in the report along with easy to understand charts. The charts will be made based on your information appetite and color theme to represent your company’s vision in a clear and coherent way.

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Targets and Progress tracking

Set goals for specific metrics from any of our 500+ integrations or any other data you would like to integrate into Google Sheets and Google Data Studio. Track them all on one screen or visualize your progress toward them on a customized Databoard. Keep everyone focused on the metrics that matter most. Having all the important information in a single sheet and dashboard will enable you to work on important matters rather than spending time creating reports.

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Features Overview

  • Export Data from multiple platforms in one Report
  • Unlimited Scheduling of report in Google Sheet and Google Data Studio
  • User friendly
  • Lifetime Access
  • Dynamic Dashboard
  • Dynamic Reporting
  • Oak Team will automated data normalization and mapping
  • We build an API Connector in Google sheet and in Google Data Studio for you
  • Track Progress in Google Sheet Report and Dashboard in Google Data Studio
  • Recommendation from our Financial analyst
effective measures- expert CFO service

Import all of your Inventory Data into one place seamlessly

Buy Financial Metrics KPI Dashboard and Hire Oak Business Consultant to enhance and automate your regular reports with live dashboards, scorecards, and alerts, enabling you to improve your company’s performance.

Help your whole company improve performance over time with ongoing assistance from our expert team.

Financial Metrics KPI Dashboard Includes

Current Ratio

The current ratio will help the financial analysts and investors indicate your Business's operating cycle's efficiency. In simple words, your Business is able to form a constant revenue stream and receive account receivables promptly.

Working Capital Management

The Working Capital Management metric measures your business's financial health by analyzing readily available resources that is used to meet any short-term financial liabilities.

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Return on Equity

The ROE (return on equity ratio) not just provides a measure of your organization’s profitability but also your efficiency. An improving or high ROE demonstrates to your shareholders that you’re using their investments to grow your business.

Vendor Expenses

The Vendor Expenses performance metric represents the current payments due to your vendors. This key accounting KPI can help bookkeepers, accountants, and business owners track what they currently owe their vendors and what they have paid vendors in the past.

Profit and Loss Analysis

The Profit and Loss metric displays the business's cost of sales, operating expenses, and income. This key accounting metric can help bookkeepers, accountants, and business owners easily calculate their net profit.

Payments

The Recent Payments metric displays the most recent payments to your business, which your company has paid with the amount. This key accounting KPI can help bookkeepers, accountants, and business owners track which payables and amounts due.

Current Payable and Receivables

The metric displays the current amount owed to your business and the amount your business owes to creditors. This key accounting metric can help bookkeepers, accountant, and business owners track the amount receivables and the expenses that have not yet been paid

Current Ratio

The current ratio will help the financial analysts and investors indicate your Business's operating cycle's efficiency. In simple words, your Business is able to form a constant revenue stream and receive account receivables promptly.

Last 12-month Expense Analysis

The key metric allows the user to fully analyze its last year’s expenses over a 12 months period. This key accounting metric helps the accountants, bookkeepers, and business owners track monthly expenses and indicates specific expenses for improvement.

Debt to Equity Ratio

The DE ratio (Debt to Equity) measures how your business is financing its growth and how effectively you use stakeholder investments. A high debt to equity ratio is a sign of an organization fuelling growth by accumulating debt.

Accounts Payable Turnover

The KPI measures the rate of supplier payments and other expenses. This ratio is crucial for understanding the amount of cash that your business spends on suppliers during any given period.

Accounts Receivable Turnover

The KPI measures the rate at which you collect on outstanding accounts. It ensures that accounts receivable is collecting on bills on time. This KPI is an essential piece for understanding your organization's cash flow process.

Inventory Turnover

The KPI measures how often you can sell off your entire in-stock inventory in a year. This KPI is almost related to your supply chain and indicates your organization's ability to generate sales and increase revenue.

Net profit margin

The KPI measures how effective your business is at generating profit on each currency of revenue you invest in. This financial KPI is a measure of your business's profitability and is helpful in making long- and short-term financial decisions.

Break-even Analysis

This break-even analysis tells you how much you need to sell to break-even sales. In simple words, it means how much sales you need to generate in order to avoid loss and also to have no profit. Analyzing your break-even point helps you set sales goals and better manage your inventory.

Return on investment

ROI (Return on Investment) shows how efficient your business is at generating profit from the original investment (equity) from owners or shareholders. Lenders will also use your ROI to help them determine the financial strength of your business.

Sales Growth

This financial metric shows the change in total sales generated over a specific period. The Sales Growth shows the percentage of the current sales period compared to the previous year or month, indicating growth or decrease in total sales.

Payment Error Ratio

The Payment Error Rate reveals the percentage of incoming or outgoing payments that were not completed due to a system or processing error. Usually, failures are poor documentation, a lack of approval, or a missing reference.

Resource utilization

The resource utilization KPI shows how effectively a business uses its resources over time, comparing the billable time vs. non-billable work. It can also be used on a project dashboard for a better overview of project performance.

Finance Error Report

The Finance Error Report is the most complex and difficult financial KPIs, calling out finance reports that contain obvious errors or require clarification. These assist build confidence in the validity of your company’s reporting. It also indicates a need for improvement, be it in employee training, software, or other financial report generation aspects.

Budget Variance

Budget Variance is also a commonly used project management KPI, indicating how forecasted budgets vary compared to actual budget totals. The metric is used to evaluate whether the budgeted or baseline amount of revenue or expenses meets expectations.

Financial Metrics KPI Reporting and Dashboard Features

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Integration

We integrate Google Sheet for reporting and Google Studio for Dashboard with unlimited connector, you have selected. 

Planning

We make a Reporting structure in Google Sheet and Dashboard Road map in Google Data Studio for you. 

Quick Launch

All our your Data in one place with Reporting and KPI Dashboard for a quick overview of the marketing performance.

Development

We develop API connectors for you to connect different platforms in one place. 

KPI Dashboards

The easiest way to build your data into a dashboard.Build any dashboard you want by integrating your model directly with Google Sheets,Google Data Studio, Facebook, Instagram, Google Ads, Google Analytics, Shopify, Amazon Advertisement, and more.