Save Time & Improve Performance with our Financial Metrics KPI Dashboard

Integration with Unlimited Data Sources

CONNECTORS
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How It Works

Navigating through your live data feed in Google Sheets and Google Data Studio has never been more straightforward. Our solution consolidates all data sources into a single sheet, facilitating scheduled data importing. This provides your finance team with real-time, up-to-date information, enabling them to make informed decisions based on key performance indicators.

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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

Our Financial Dashboard imports data from all your accounting software, transforming it into customized reports visualized in Google Sheets and Google Data Studio. With more than 500 connectors, our Financial Metrics KPI Dashboard will be the last financial performance analysis tool you’ll ever need. We offer customer reporting tailored to your business model, providing a comprehensive Financial and Unit Metrics Analysis Dashboard. This allows you to analyze your business and financial performance over a period of time, all in one place.

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measuring data from multiple sources
Financial Service Consulting

No more Data in silos

We create a hub in Google Sheets and Google Data Studio, connecting multiple platforms into one customized Financial Analysis report. There’s no need to keep your financial data in silos. Our Financial Metrics KPI Dashboard API connector swiftly and intuitively combines and maps data across all your data sources, providing you with actionable insights without any manual work from your team.

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No Raw Data require

We create customized reports with data visualization. You don’t need to review raw data, which can be difficult to understand. Instead, you can review your daily, weekly, monthly, quarterly, and yearly reporting without any complex formulations or queries.

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Interim CFO

Schedule reports in Google Sheet and Google Data Studio

Stay ahead with performance alerts and recommendations when they matter most. Our financial experts schedule exports to Google Sheets and Google Data Studio, ensuring your data is always up-to-date. You don’t have to wait until the end of the month or quarter to understand your performance trends. With Alerts, you’ll be notified when performance deviates from your financial goals. With Insights, you’ll 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

Our team will design a Financial Metrics Analysis Dashboard tailored to your preferences. With our in-depth knowledge of various industries, we ensure your key performance indicators are included in the report, along with easy-to-understand charts. These charts will be designed based on your information appetite and color theme, representing your company’s vision clearly and coherently.

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automate data transfer
Business Solution to achieve goals

Targets and Progress tracking

Set goals for specific metrics from any of our 500+ integrations or any other data you’d like to integrate into Google Sheets and Google Data Studio. Track them all on one screen or visualize your progress 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 our Financial Metrics KPI Dashboard and hire Oak Business Consultant to enhance and automate your regular reports with live dashboards, scorecards, and alerts. This will enable you to improve your company’s performance. Our expert team provides ongoing assistance to help your entire company improve performance over time.

Financial Metrics KPI Dashboard Includes

Current Ratio

Current Ratio = Current Assets / Current Liabilities

The current ratio, a key performance indicator, is a measure of your business’s operational efficiency. It helps financial analysts and investors understand your business’s ability to generate a consistent revenue stream and promptly receive account receivables. 

Working Capital Management

Working Capital = Current Assets – Current Liabilities

Working Capital Management is a metric that gauges your business’s financial health. It analyzes readily available resources used to meet short-term financial liabilities.

Return on Equity (ROE)

ROE = Net Income / Shareholder’s Equity

ROE is a financial performance indicator that provides a measure of your organization’s profitability and efficiency. A high or improving ROE demonstrates to your shareholders that you’re effectively using their investments to grow your business.

 

Vendor Expenses

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

Profit and Loss Analysis

Profit and Loss Analysis = Total Revenue – Total Expenses

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 leaders 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 leaders track which payables and amounts are due.

Current Payable and Receivables

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

Last 12-Month Expense Analysis

This key metric allows users to fully analyze their last year’s expenses over a 12 months period. This key accounting metric helps accountants, bookkeepers, and business leaders track monthly expenses and indicates specific expenses for improvement.

Debt to Equity Ratio (DE Ratio)

DE Ratio = Total Liabilities / Shareholder’s Equity

The DE Ratio 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 fueling growth by accumulating debt.

 

Accounts Payable Turnover

Accounts Payable Turnover = Total Supplier Purchases / Average Accounts Payable

This 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

Accounts Receivable Turnover = Net Credit Sales / Average Accounts Receivable

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

Inventory Turnover

Inventory Turnover is Cost of Goods Sold / Average Inventory

This 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

Net Profit Margin = Net Profit / Total Revenue

This KPI measures how effective your business is at generating profit on each unit 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

Break-Even Analysis = Total Fixed Costs / (Selling Price per Unit – Variable Cost per Unit).

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)

ROI = Net Profit / Total Investment

ROI 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

Sales Growth = (Current Period Sales – Previous Period Sales) / Previous Period Sales

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 due to 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 one of the most complex and difficult financial KPIs, calling out finance reports that contain obvious errors or require clarification. These assist in building 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 = Budgeted Amount – Actual Amount

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.