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Copy a template that combines multiple data sources
A profitability dashboard is an interface tool that consolidates data from multiple sources (e.g., accounting software, ERP systems, CRM) to track and display key performance indicators (KPIs) (e.g., profit margins, cost of goods sold, net profit), enabling teams and executives to monitor financial performance and create presentations for stakeholders.
Profitability dashboards are typically built using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.
An actionable profitability dashboard balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive dashboards for CFOs, CEOs, and stakeholders show the company's financial health. Reviewed weekly, monthly, or quarterly, they include:
Manager dashboards have detailed views with drill-downs to see performance by department, product, region, and team member. They help align teams, define strategies, and include:
Operational dashboards for analysts and financial managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational profitability dashboards are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.
To build a profitability dashboard, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the dashboard, design and share via link, PDF or email.
Here’s the breakdown:
Define and connect the data sources to bring to your dashboard. Common sources are accounting software for financial data, ERP systems for operational data, CRM for sales data, and inventory management systems.
To connect your data sources, go to portermetrics.com, choose the data sources to bring to your dashboard.
You can follow these tutorials on connecting your data:
Choose from dozens of profitability dashboard templates in Google Sheets or Looker Studio, designed for use cases like cost analysis, revenue tracking, and financial forecasting.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom revenue streams, cost data, and all the fields and metrics that you define as "profit" and "expenses".
Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your profitability reporting use cases, such as cost analysis, revenue tracking, and financial forecasting.
Once your dashboard template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps:
You can follow these tutorials on adding data to your dashboards
To make your profitability dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your profitability dashboards:
Share your profitability dashboards via links, PDF, schedule emails, and control permissions.
Profitability dashboards should include a mix of revenue, cost, efficiency, and profitability metrics and KPIs to fully understand the financial performance towards business goals. They include:
Profitability KPIs measure the financial health of the business:
Efficiency KPIs compare your financial outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one financial stage to another
Financial KPIs show the bottom-line impact of your business performance:
To analyze these profitability KPIs, segment them by: