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§ Dashboards

Dashboard examples, built from your data

Not screenshots. Real, governed dashboards that reconcile back to your sources, each one built by describing it to Fi. 93 examples across 6 categories.

Finance

All 44 dashboards →

P&L, cash flow, runway, and AR — reconciled from your billing and accounting sources.

Accounts Payable DashboardAP balance, DPO, aging, and payment trends in one governed view.View example →Accounts Receivable DashboardAR balance, DSO, aging, and collection trends in one governed view.View example →Budget DashboardBudgeted spend, actual spend, variance, and operating expenses in one governed view.View example →Cash Flow DashboardOperating cash flow, free cash flow, cash balance, burn rate, and runway in one governed view.View example →

Sales & RevOps

All 31 dashboards →

Pipeline, win rate, quota coverage, and funnel velocity from your CRM.

CRM DashboardOpen pipeline, win rate, deal size, and booked revenue in one governed view.View example →eCommerce DashboardOrders, GMV, AOV, net revenue, and refund rate in one view.View example →Funnel DashboardLead volume, MQLs, SQLs, pipeline, win rate, and booked revenue in one governed view.View example →KPI DashboardRevenue, retention, bookings, pipeline coverage, and marketing return in one view.View example →

Marketing

All 36 dashboards →

Campaign ROI, attribution, and conversion funnels across ad platforms and CRM.

Marketing Attribution DashboardAttributed revenue, ROAS, cost per conversion, and conversions by channel in one view.View example →Campaign DashboardAd spend, conversions, CPA, ROAS, and attributed revenue by campaign in one view.View example →Conversion DashboardConversions, conversion rate, cost per conversion, and ROAS in one governed view.View example →Demand Generation DashboardLead volume, MQLs, SQLs, CAC, and pipeline contribution in one governed view.View example →

Executive

All 47 dashboards →

ARR, pipeline, retention, and margin from every source on one screen.

Marketing Attribution DashboardAttributed revenue, ROAS, cost per conversion, and conversions by channel in one view.View example →CRM DashboardOpen pipeline, win rate, deal size, and booked revenue in one governed view.View example →Customer Success DashboardTicket volume, resolution time, CSAT, NPS, and first response time in one view.View example →Executive DashboardARR, pipeline coverage, net revenue retention, and gross margin in one governed view.View example →

Product

All 13 dashboards →

Feature adoption, retention curves, and engagement joined with revenue.

Churn DashboardChurned MRR, logo churn, contraction, and churn by reason and segment in one view.View example →Product Analytics DashboardDAU, MAU, DAU/MAU ratio, activation rate, feature adoption, and session depth in one view.View example →Retention DashboardNet and gross revenue retention, expansion, contraction, and cohort trends in one view.View example →SaaS Metrics DashboardARR, MRR movements, net and gross revenue retention, churn, and per-account economics in one view.View example →

Support

All 3 dashboards →

Health scores, ticket resolution, and churn risk from support and CRM data.

Customer Success DashboardTicket volume, resolution time, CSAT, NPS, and first response time in one view.View example →HubSpot Customer Success DashboardTicket volume, resolution time, CSAT, NPS, and first response time in one view.View example →Zendesk Customer Success DashboardTicket volume, resolution time, CSAT, NPS, and first response time in one view.View example →

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