Premium Template

Financial Summary Dashboard for Google Sheets & Excel

Get a live overview of Profit & Loss and Balance Sheet Summary and it automatically updates while you are in sleep.

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QuickBooks Financial Summary

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

The Financial Summary Dashboard provides a comprehensive overview of a company's financial health, consolidating key metrics into an easy-to-understand format. Compatible with Google Sheets and Excel, it's essential for executives and finance teams. By integrating with LiveFlow, the dashboard can automatically populate with the latest financial data from QuickBooks Online, keeping the financial summary current and accurate.

Key features

  • Provides a high-level overview of financial health, including key metrics.
  • Consolidates financial data into an easy-to-understand dashboard.
  • Ideal for executive reviews and stakeholder presentations.

Who can this template help?

CFOs and finance departments in corporations across sectors

Use cases

Provides a snapshot of the company's financial health, including key metrics for quick decision-making.

Want some help getting the template up and running?

Book a demo

Related Templates

Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

Give the template superpower with live data from LiveFlow

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
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