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Financial Dashboards

Finance Reporting Dashboard

Turn Financial Data Into Decisions

There’s data in your institution – beyond the balance sheet – that can give you a valuable competitive edge. iDashboards provides the easiest way to compile your data, combine it and create dashboards that lead to profitable insights. Join the dozens of banks, credit unions and accounting service providers who rely on iDashboards to improve their bottom line.

DASHBOARD EXAMPLES

THE EASIEST WAY TO CREATE PROFESSIONAL DASHBOARDS

Drag and drop your way to exciting, interactive dashboards. No programming required. Be creative!

EASILY CREATE CUSTOM DASHBOARDS

Choose from charts, graphs, maps, lines, histograms, pies, 3D and many more. Give life to your data!

DELIVER COMPELLING VISUALS

Mix Excel spreadsheets, CRM databases and more to find hidden insights. Put all your data to work!

CONNECT MULTIPLE DATA SOURCES

Banking Dashboards

iDashboards software gives you the tools you need to deliver real-time, customized dashboards and scorecards to managers, executives and auditors. Whether you’re in investment, community, commercial or retail banking, you can have an automated reporting system that consolidates and visualizes all your data sources in one concise dashboard. Monitor loan growth and delinquency. Measure branch profitability. Display financial statements. Track compliance and risk assessment. Present board reports. Compare call center metrics. The data you can track and display is virtually unlimited. Best of all, its interface is so easy to use, virtually anyone in your organization can create and deliver insightful dashboards – no IT programming required.

Dashboards You  Can Bank On.

DASHBOARD EXAMPLES

Credit Union Dashboards

iDashboards software gives you the tools you need to deliver real-time, customized dashboards and scorecards to managers, tellers, executives and board members. Reduce the amount of ad hoc reporting requests and upgrade to an automated reporting platform that enables you to visualize and consolidate your data sources. Receive text and email alerts when thresholds are met. Create CORE dashboards. Display financial statements. Monitor member growth. Track loan information. Measure member satisfaction. Present trends and benchmarks. Assign client ticket information. The data you can track and display is virtually unlimited. Plus, our software is the easiest way to collect and present your data in colorful charts, graphs and scorecards – no programming experience required. Give your credit union members another reason to trust your expertise with iDashboards.

Dashboards You  Can Build.

DASHBOARD EXAMPLES

Financial Services Dashboards

iDashboards software gives you the tools you need to deliver real-time, customized dashboards and scorecards to clients, analysts, accountants and managers. Whether your focus is in tax and compliance or if you serve as an interim CFO, iDashboards enables you to consolidate all your data sources into a concise dashboard that’s more compelling than any other portfolio summary. Monitor cash flow. Measure net operating profits. Display P&L statements. Track expenses. Provide performance scorecards. Present portfolio management plans. Report discounted cash flow. The data you can track and display is virtually unlimited, with connections into top accounting software. Plus, iDashboards is the easiest way to collect and present your data in colorful charts, graphs and scorecards – no programming experience required. Doesn’t matter if you’re using a compliance model or a consulting model, your clients will appreciate the customized, interactive dashboards.

Accounting Dashboards You  Can Build.

DASHBOARD EXAMPLES

SUCCESS IS IN THE NUMBERS


We are bombarded with data on a day-to-day basis, and iDashboards has really helped take a lot of that data and translate it into a visual fashion where you can pick up on things a lot quicker than you would if you were trying to look through an Excel spreadsheet of lines and lines of data. So from a resource perspective, it really saves us a lot of hours.

Donald AckerManaging Director
Turn10