FreshBooks

Free FreshBooks Dashboard Examples and Templates

FreshBooks templates

Track some of the most common FreshBooks metrics and KPIs and analyze your performance with just a few clicks.

What Is a FreshBooks Dashboard?

A FreshBooks dashboard is a customizable tool for visualizing businesses’ core financial metrics. It offers real-time insights into key performance indicators like income, expenses, and profitability, supporting informed decision-making for small business owners.

What Should Be Included in a FreshBooks Dashboard?

A FreshBooks dashboard should track essential metrics such as Total Expenses, Gross Profit, Total Invoices, Net Profit, Total Clients, and Billable Hours. These metrics provide valuable insights into overall spending, revenue generation, customer base, and project profitability, enabling small businesses to optimize their financial operations and track their progress towards financial goals.

How to Create a FreshBooks Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block
no-code designer

Visualize your performance

Just drag and drop the metrics you want to visualize, then toggle between visualizations or compare performance to other timelines in a few clicks.

Designer screen
  • Drag & drop your metrics

  • No-code editor

  • Fully customizable

Start Building Dashboards

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Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

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