Finwize | Dashboards & Insights

Struggling with fragmented data?

Manually created dashboards that take hours to update

Lack of insights to align team efforts and company goals

Metrics scattered across tools with no unified view

Delayed decisions due to outdated or siloed data

Difficulties correlating plans with real-time results

Error-prone spreadsheets

Difficulty identifying trends across key metrics

Errors caused by manual data handling

The full business overview you need

Finwize combines powerful templates, visualisations, and automation to eliminate the complexities of financial planning. Plan smarter, track actuals, and make confident decisions.

Unified insights

Consolidate data, visualise everything

Visualize KPIs in real-time with customisable dashboards

Monitor revenue, expenses, and team progress instantly

Align your financial plan with real-world performance

Finwize Dashboards consolidate real-time metrics across your business, helping you keep track of KPIs, revenue, expenses, and team performance. Effortlessly compare planned and actual figures to make timely, informed decisions.

Flexible and customisable views

Tailor your dashboards to your needs

Every business is unique, and so are its metrics. With Finwize, you can customize dashboards, widgets, and views to focus on what matters most to your company. Effortlessly switch between different visualizations and correlate key data points for deeper insights.

Create dynamic charts, tables, and graphs

Customise dashboards to highlight key metrics

Correlate data across revenue, expenses, and KPIs

Data Consolidation

Seamless data integration

Finwize makes it easy to bring your business data together, whether through automated integrations or manual uploads. Connect your favourite tools and systems to sync actuals with your plans in real time or upload data via an Excel for full flexibility. Keep your team aligned, reduce manual consolidation, and compare actual performance against your forecasts with confidence.

And more...

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Frequently asked questions

How does Finwize simplify dashboard creation?

With Finwize, you can create dynamic dashboards using intuitive drag-and-drop tools. Instead of spending hours manually building and updating dashboards, you can customize widgets and visualizations to track the metrics that matter most in real time.

Can I use Finwize dashboards for customer journey tracking?

Absolutely! Finwize allows you to visualize data from sales, marketing, and customer success all in one place. Whether it’s tracking conversions, monitoring customer retention, or analyzing performance, you can build dashboards tailored to your needs.

What types of visualizations can I create?

Finwize supports a range of visualizations, including bar charts, pie charts, line graphs, and more. These tools help you easily identify trends, compare performance metrics, and share insights with your team.

Do I need technical skills to use Finwize dashboards?

Not at all. Finwize is designed to be user-friendly, even for those without technical expertise. The platform provides pre-built templates and easy customization options, so anyone can start building insightful dashboards in minutes.

How are Finwize dashboards different from other tools?

Unlike traditional tools that are expensive or overly complex, Finwize offers an affordable, intuitive solution for founders and small teams. Its flexibility, real-time updates, and planning integration set it apart, ensuring your dashboards are always aligned with your goals.