9 Best Examples of Power BI Dashboards For Finance

Are you managing your financial data with a solid Power BI dashboard?

Did you ever consider that your dashboard might be misleading you?

Why? Because finance runs on data, but if your dashboard isn’t built for insights, then you are making decisions in the dark.

Data visualization in the finance industry is growing at a great pace, with dashboards playing a key role in tracking performance, managing risks, and helping you make better financial decisions.

But here’s the challenge: not all dashboards are the same! Some provide great analysis, while some just look good on the screen.

Then, how do you know which Power BI dashboard actually makes a difference?

Which one offers real insights and not just complex visuals?

Don’t worry! I’ve done the research for you. I’ve tested several dashboards and finally shortlisted the 9 best ones.

So, let's explore these 9 examples of Power BI dashboards and find the one that best fits your needs. 

• Why Do You Need a Power BI Finance Dashboard?
• Top 9 Power BI Finance Dashboards in 2025 
• What Makes a Great Power BI Finance Dashboard?
• Make Power Moves in Finance with Power BI + Augmented Systems

Managing money is tough, especially if you own a business, and when there is so much data!

There are so many numbers, from expenses and revenue to profits and cash flow. And as a part of the finance team, you might have to make intelligent decisions on the fly. 

Of course, making sense of everything with so many data points is not easy. Relying on traditional spreadsheets and reports may become a little inefficient. 

That’s when Power BI dashboards help you sort everything out! The dashboards help you analyze, visualize, and manage financial data.

Plus, these interactive dashboards present intricate financial data in visualizations that are simple and easy to understand, even if you don’t have technical expertise!

With Power BI dashboards, you can:

• Know how much money is coming in and going out. 
• Understand why the expenses are high in specific months.
• Create dashboards that give the financial metrics only you need.
• Connect all your data in one place. 
• Plan your finances better and reduce the risks. 
• Get live updates with real-time data. 
• Make interactive reports with one-click access. 

Apart from all these amazing benefits, these dashboards give you complete control over your financial data.

More Control. Clear Insights. Better Decisions. What else do you need?

So, regardless of your experience with data, you can easily understand and effectively use your financial data daily with these features.

Pro Tip: If you are unsure how to use these tools, you can connect with our expert data visualization consultants. They will guide you in setting up these dashboards according to your requirements.

Here’s how the list stacks up. Take a look and find the right Power BI dashboard for you.

After personally trying out different dashboards, I’ve prepared a list of the 9 best examples of Power BI dashboards. 

Why? So that you don’t have to waste time figuring out which dashboards to use and which can make a difference to your financial performance.

Let’s check them out:

1. Executive Financial Dashboard

An executive financial dashboard is a high-level dashboard that gives you (CFOs and business leaders) a quick snapshot of your organization’s financial health. 

So, instead of going through long reports or spreadsheets, all you get to see is important numbers in one place at a glance. 

What Data Does Executive Financial Dashboard Track?

• Key financial metrics
• Gross and net profit margins
• Cash flow
• Working Capital
• Current Ratio
• Revenue Growth Rate

What Are the Key Features of an Executive Financial Dashboard?

• Clear and visual reports for quick understanding
• Latest, real-time financial updates
• Customizable views and dashboards 
• Drill-down options for deeper insights when needed

The best part about executive financial dashboards is that they save you time by making your financial data easy to understand. This also prevents financial risks by helping you spot financial trends early, thus helping you make smarter decisions.

2. Profit and Loss Dashboard 

With a well-structured profit and loss dashboard, you can analyze revenue, cost, and profit margins for your business. It does so by displaying your income statement, highlighting revenue, expenses, and net profit for a chosen time period.

What Data Does Profit and Loss Dashboard Track?

• Total Revenue
• Expenses
• Net Profit
• Gross Profit Margin
• Operating Income
• Comparative Analysis

What Are the Key Features of Profit and Loss Dashboard?

• Provides views for monthly, quarterly, and annual performance
• You can compare your revenue and expenses
• Percentage-based profit margin analysis
• Identifies the areas or sectors of profitability

For instance, if you use this dashboard to track your monthly recurring revenue (MRR) alongside operational costs and find that MRR is increasing but profit is declining, you might want to review your cost structure.

That means by visualizing your business’s financial performance over time, you can pinpoint the areas that are making your profit. It will also help you identify the cost-heavy segments of your business. 

3. Cash Flow Analysis Dashboard 

A cash flow statement is a financial metric that is important for you to maintain financial stability in your business and plan for the future. A cash flow analysis dashboard helps you track where your cash is coming from (inflows) and where it is going (outflows).

What Data Does Cash Flow Analysis Dashboard Track?

• The operating cash flow
• Cash from operations
• Money spent or earned from investments
• Cash from financing
• Net cash flow
• Cash conversion cycle
• Cash Runway

What Are the Key Features of the Cash Flow Analysis Dashboard?

• See real-time updates of cash movement
• Monitor outstanding invoices and payments
• Predict the future liabilities based on trends 
• Get custom alerts for low cash reserve
• Prevent shortages
• Optimize your strategies

This dashboard will help you avoid cash crunches and ensure that you have enough cash flow to power your operations. 

4. Budget vs Actual Dashboard

Have you ever planned a budget, only to realize halfway through the year that you’ve spent way more than you expected?

If so, the budget vs. actual dashboard might be exactly what you need! You can compare your planned budgets with the actual budgets and spending. That way, you can catch discrepancies early and adjust your budget timely. 

What Data Does Budget vs Actual Dashboard Track?

• Planned vs. Actual Spending
• Revenue Variance
• Variance Analysis
• Profitability Trends
• Monthly and Yearly Comparisons

What Are the Key Features of Budget vs Actual Dashboard?

• Track for over or under your budget
• Department-wise spendings
• Revenue .vs your expected income
• Spending patterns or trend analysis
• Variance alerts for the budget sheet

So, if you often exceed your budget or need a simple way to keep your finances on track, this dashboard is the perfect solution for you!

5. Accounts Payable and Receivables Dashboard 

This dashboard helps you keep track of what you owe and what you’re owed. To manage your cash flow, you need to know how quickly you get paid and when you need to pay others. 

The accounts payable and receivables dashboard will let you stay on top of your bills, avoid late payments and improve your financial health. 

What Does the Accounts Payable and Receivables Dashboard Track?

• Outstanding invoices
• Due payments
• Overdue payments
• Aging reports
• Cash flow impact

What Are the Key Features of Accounts Payable and Receivables Dashboard?

• Helps track unpaid invoices and due dates
• You can monitor incoming and outgoing payments
• Identify overdue payments and potential risks
• Provides up-to-date financial information
• Balances incoming and outgoing funds

Let’s say you are a manufacturing business owner and notice a growing number of invoices from customers. The dashboard will alert you by notifying you about the clients with delayed payments.

So, if you are looking to reduce payment delays and gain real-time visibility into your cash flow, then this is one of the best Power BI reports examples to explore. 

6. Financial Forecasting Dashboard 

It is always great to know where your money is headed, right? A financial forecasting dashboard helps you predict and plan for your financial future.

The dashboard uses historical data and trends to predict future financial performance. It helps you project revenue, forecast the cash flow, and prepare you for months to come.

What Data Does the Financial Forecasting Dashboard Track?

• Revenue Projections
• Expense Forecasting
• Cash Flow Trends
• Profit Margins
• Historical Data Comparison
• Scenario Analysis

What Are the Key Features of a Financial Forecasting Dashboard?

• Plan for upcoming financial needs. 
• See how different strategies affect your bottom line
• Predict when you’ll have surplus or shortfalls
• Easy-to-understand charts and visuals
• Custom alerts

So, if you don’t want any financial surprises and invest in growth at the right time, we recommend you use this dashboard. It will give a clear view of where to spend and help you identify opportunities to save.

7. Investment Portfolio Dashboard

Investments are all about risks and returns. Investment portfolio dashboard monitors the investment portfolios, tracks returns and assesses risks so that you can make informed investment decisions.

From comparing against industry standards to finding out how your assets are performing, you can understand the market and take potential risks.

What Data Does Investment Portfolio Dashboard Track?

• Portfolio Performance
• Risk Exposure
• Market Trends
• Dividend and Interest Earnings
• Asset Allocation

What Are the Key Features of an Investment Portfolio Dashboard?

• Live portfolio updates
• Identify high-risk and safe investments
• Ensure a balanced portfolio
• Get notifications of the latest market trends 

An investment portfolio dashboard will tell you when to buy and sell. If you are someone who is looking to reduce financial risks and improve your returns over time, give this dashboard a try!

8. Risk and Compliance Dashboard 

Even a small financial mistake and you could end up losing millions. Fortunately, there’s a Power BI Risk and Compliance dashboard that can help you stay ahead of such risks. It helps you stay compliant and safeguard your finances by detecting potential issues and preventing costly mistakes. 

What Data Does Risk and Compliance Dashboard Track?

• Regulatory Compliance Status
• Fraud Detection Alerts
• Operational Risks
• Audit Trails
• Risk Scorers and Assessments
• Policy Adherence Metrics

What Are the Key Features of the Risk and Complaint Dashboard?

• Risk scoring system
• Compliance checklist
• Fraud and anomaly detection
• Audit trail and reporting

To avoid fines or lawsuits and identify suspicious activities in real-time, this dashboard is a great choice! It lets you stay compliant with financial regulations, industry standards and internal policies while alerting you to the risks that require immediate attention. 

9. AI-Driven Financial Insights Dashboard 

An AI-driven financial insights dashboard does not just show you numbers but also analyzes the financial data, spots unusual trends and predicts future financial performance. The dashboard does this by using AI and machine learning.

What Data Does an AI-Driven Financial Insights Dashboard Track?

• Automated Trends Analysis
• Predictive Revenue Insights
• Anomaly Detection
• Customer Behaviour Analytics
• Sentiment Analysis

What Are the Key Features of AI-Driven Financial Insights Dashboard?

• AI-powered forecasting
• Automated anomaly detection
• Customer payment insights
• Cost-saving recommendations
• Market trend analysis

This dashboard helps you make great financial decisions using AI-driven strategies. We’ve included this Power BI report example, as Power BI is the future for making smart financial decisions. And artificial intelligence only adds a feather to its cap! 

Now that we’ve seen some great Power BI dashboard examples for your financial data let’s talk about what makes a Power BI dashboard great. 

To be honest, a great Power BI dashboard is all about smart data visualization. While data visualization in finance industry can be complex, Power BI makes it simple and effortless.

Remember that a well-designed dashboard should run on autopilot. It should give you clear insights without you wasting your time digging numbers or rows of spreadsheets. 

(If your dashboard feels messy or hard to use, you might need a data visualization consultant to fine-tune it!)

Here’s what makes a financial dashboard useful:

• It shows the right data to the right people. 
• It should be simple and clutter-free with basic layouts.
• Always up-to-date for you to make quick and informed decisions. 
• It should be fast and interactive for quick answers. 
• It must work on every device, be it a desktop or a mobile phone. 

If your dashboard doesn’t look like this or isn’t making things easier, then it’s time for a change. Only when a dashboard is designed correctly it helps you understand your numbers, track your performance, and make smart decisions.

So far, we’ve explored the 9 best examples of Power BI financial reporting dashboards. Each of them is designed to help you simplify your financial data and reporting in its own unique way. 

While I hope this gave you a solid overview of the dashboards, the best way to see which dashboard is right for you is to try Power BI dashboards yourself!

Explore them, try them with real-time financial data and see how they fit with your financial and business goals. 

And if you feel that you can benefit from expert assistance, I recommend you contact our data visualization consulting team. We are official partners with Power BI and offer great insights into Power BI reporting and data visualizations. 

Good luck!

1. What is a Power BI dashboard?

A Power BI dashboard is a data visualization tool that allows you to create interactive and customizable dashboards using your data from various data sources. It helps you convert your raw data into actionable visualizations. 

It helps consolidate multiple reports into a single view, which you can use to track important metrics, identify trends and patterns, and make informed decisions.

2. What is the purpose of a Power BI dashboard?

The primary goal of a Power BI dashboard is to simplify your complex data and make it easier to analyze. It allows you to monitor your business performance and metrics so that you can make quick business decisions.

3. Is Power BI Free to use?

Yes. Power BI offers a free version with basic features. For advanced capabilities, such as collaborations and data sharing, you can subscribe to their premium version. 

4. What is the difference between Power BI reports and dashboards?

A Power BI report is a detailed, multi-page document that gives you in-depth information on your data with multiple visualizations.

A Power BI dashboard is a single-page overview that combines all the key information from different reports. It’s similar to a high-level summarization of all your key data for quick decision-making.