Financial dashboards for small businesses
The Business Plan Shop makes it easy to harmonise your data, track and report on key performance indicators as well as analyse your business' overall financial health.
With our financial dashboards you can:
7 day free trial. No credit card required.
Who are our financial business dashboards for?
Easily track the KPIs that matter for your business
The Business Plan Shop lets you monitor the KPIs that are important to your business's success
Choose between more than 25 pre-defined KPIs (including the most important financial ratios), or create custom KPIs combining financial & non-financial data with our easy-to-use formula builder.
Set targets and instantly view which KPIs are on track to ensure your business is heading in the right direction
If you've connected your accounting software to The Business Plan Shop, your data will automatically update, meaning your graphs will always be based on the latest numbers.
Note that you can view KPIs for both historical and forecasted data.
7 day free trial. No credit card required.
Compare actuals vs forecast to check your business is on track
Understand whether your business has underachieved or overperformed
Simply connect your accounting software and instantly see how actuals compare to your forecast (created in The Business Plan Shop). Alternativley, import using CSV.
Instantly view the variance between what you had budgeted and what your business actually delivered on all 3 financial statements (B/S, P&L and cash flow forecast)
Use these insights to adjust your forecast and make business decisions
Monitor your business' pulse without the hassle of maintaining spreadsheets
Predict your business' future with greater accuracy
The Business Plan Shop lets you create vibrant charts using dynamic date ranges - such as the year-to-date or the last 6 months for example. Unlike Excel, your chart will automatically update as soon as your new data is in (our software automatically updates your accounting data).
Use these charts to spot trends in your data and gain insights about key aspects of your business such as sales performance, profit margins or lead conversion rates
This way, you'll be able to quickly spot and correct abnormal trends before they become norms, ensuring your business is headed in the right direction
7 day free trial. No credit card required.
Our financial dashboard software runs quality checks on your forecasts
Easily identify issues with your business' financial forecast and make changes where necessary
For any business, forecasting is vital. It helps with budgeting finances for the upcoming year whilst also playing a part in overall decision-making.
However, it can be quite complex - especially for entrepreneurs who haven't made financial predictions before.
It's both easy to miss out on a crucial aspect and difficult to judge how good or bad a forecast is.
The Business Plan Shop's financial dashboard software helps by highlighting problem areas, which you can then analyse further.
Traffic light-themed tags clearly mark out areas of concern by looking at:
Predicted growth
Various profit margins
Cash generation and working capital
Because our analysis is quantitative, you'll be able to view what improves your score and what lowers it.
Our scenario analysis tool prepares you for all possible outcomes
Nail the art of long-term planning by visualising the financial impact of different scenarios
Should I hire new staff? Is it a good idea to raise prices?
It's easier to make the right business decisions when you know the impact they'll have on your business' finances.
Our software lets you test multiple scenarios and model the impact that financial decisions have on both your income and cash flow.
Duplicate your main forecast
Change some (or many!) of the assumptions
Compare the difference in financials of both scenarios
7 day free trial. No credit card required.
Prepare your business for a steady landing at year-end
Project final performance at any given year-to-date
Our landing zone module helps visualise where your business is likely to land (performance-wise) at the end of the current financial year.
It does this by combining your performance during the year so far (year-to-date) and your forecast for the upcoming months.
Instantly calculate the variance between your landing zone and your actuals/forecast
Make financial decisions and take action early to ensure that your business is on track to meet KPIs come the end of the financial year
If you've connected your accounting software to The Business Plan Shop, your data will automatically update, meaning your decisions will always be based on accurate numbers.
500,000+ entrepreneurs have already used The Business Plan Shop
It is an excellent initiative that allows us to create a concrete business plan and to better understand the financial implications of our project. The tool gives us the possibility to simulate different scenarios and compare them.
Liliane F.
It's easy to use and very convenient if you are not used to calculations.
Jean-Claude P.
You went beyond my expectations - especially when I noticed that you maximized the level of detail by outlining my project' strong points and causes for concern in the forecast analysis "dashboard".
Hervé A.
Try The Business Plan Shop For Free
There’s only one way to make up your mind about a new service - by trying it out for free. Use our financial dashboard software for free for 7 days.
No credit card required & no commitment.
Learn more about The Business Plan Shop
7-day free trial. No credit card required.
Staying on top of your business performance is easy with The Business Plan Shop
| Without us | With The Business Plan Shop | |
|---|---|---|
| Tracking actuals vs. forecast, and KPIs | Requires you to manually update spreadsheets which is tedious and error prone | Is done automatically using our accounting software integrations |
| Financial reporting and analysis | Data is siloed and spread across multiple spreadsheets, reporting decks and tools | A single source of truth, all your data is synced in The Business Plan Shop |
| Collaborating with your team | Necessitates to juggle with spreadsheet versions, discussion threads, and manage accesses | Discussions are centralised inside our application where you can quickly manage accesses and permissions |
| Creating charts to analyse key trends | Requires you to gather the data and then manually create the charts using spreadsheets which is time consuming | Done in just a couple clicks inside our trend editor |
| Scenario planning and what-if analysis | Spend hours adding new tabs to manually model and compare the data | Model multiple scenarios and analyse each one's financial impact in just a few clicks |
Frequently Asked Questions
A financial dashboard is a reporting tool used to track and visualise your business performance (both financial and non-financial) in greater detail.
To do so, it uses:
- Financial metrics
- Benchmarks
- KPIs
Accountants and entrepreneurs often use financial dashboards to analyse the overall financial health of a business.
The benefits of using financial dashboard software like the one The Business Plan Shop offers:
- Enhances productivity because you won't have to spend hours on multiple analytics sites gathering data and putting together reports
- You get a bird's eye view of all your KPIs, meaning you can instantly view whether or not your business is heading in the right direction
- Financial dashboard data is easy to visualise and understand because it's presented neatly in the form of charts, graphs, complete financial statements and other visual representations, simplifying decision-making.
It's very difficult to judge which financial dashboard software is the best - it's often a matter of opinion.
However, The Business Plan Shop arguably offers one of the best financial dashboard softwares' on the market, with features including:
- Forecast vs. actual dashboard
- KPI tracking
- Trend analysis
- Scenario analysis
- Landing zone analysis
- Set targets and instantly view which KPIs are on track to ensure that your business is heading in the right direction
- Choose between more than 25 pre-defined KPIs (including the most important financial ratios)
- Create your own custom KPIs (financial, non-financial or hybrid), using our easy-to-use KPI builder
Yes, you can sync your accounting data from Xero, Quickbooks to The Business Plan Shop in just a few clicks.
It's much quicker than manually importing financial data (as a CSV) into our software.
It also means that your data will update automatically, saving you having to make changes yourself.
This data can be used to track your actuals vs forecast or test different business scenarios.
Read our article on syncing your accounting software with The Business Plan Shop.
Please visit our pricing page to learn about this in more detail.