Whitepaper

7 Essential Finance Dashboard Strategies

The work of finance teams impacts everyone within an organization, informing key decision-making. The analysis and reporting you provide offers critical insights and needs to serve a diverse population of stakeholders with varying levels of data literacy, creating added pressure to design finance dashboards well. We share seven dashboard strategies to give leadership and business users the credible and current analysis they need, when they need it, in a format that everyone can understand. The Tableau finance team shares the methods they've found to grow the adoption and usage of finance dashboards. Apply these best practices at your own company to support your stakeholders with Tableau—ultimately contributing to the success of your business.

In this whitepaper, we offer the following strategies to create dashboards that show impact and that stakeholders will love:

  • Share cross tabs if and when you must, then phase them out
  • Enable drill-down hierarchies from parent accounts and cost centers
  • Bring together financial planning data and actuals into one view

Get the whitepaper to discover four more strategies that help finance dashboards succeed in driving business impact.

To learn more about moving beyond spreadsheets to a flexible, powerful business intelligence solution, explore our Fast, Flexible Finance Analytics webinar series.

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