Basic Template
Compatible with
Integrations
Live Data
Template Description
The Financial Summary Dashboard provides a comprehensive overview of a company's financial health, consolidating key metrics into an easy-to-understand format. Compatible with Google Sheets and Excel, it's essential for executives and finance teams. By integrating with LiveFlow, the dashboard can automatically populate with the latest financial data from QuickBooks Online, keeping the financial summary current and accurate.
Who can this template help?
CFOs and finance departments in corporations across sectors
Use cases
Provides a snapshot of the company's financial health, including key metrics for quick decision-making.
Get Started in 3 Simple Steps
01
Request Access
Book a demo to unlock your Consolidation Benchmarking Template.
02
Connect LiveFlow
Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.
03
Customize It
Adjust the template to your exact reporting needs without breaking formulas.
