P&L summary, cash and working capital, and a metric definitions page. Works in any BI tool. The definitions page is where a disputed number gets settled instead of in the thread.
11 elements carry a spec note: the grain of the chart, where the number comes from, what the filter applies to, what happens on click. They open in the editor and travel into the exported build spec, so whoever builds it in your BI tool reads the same thing the stakeholder signed off. Three of this template's:
Metric dictionary
Metric, plain-English definition, formula, source system, owner, last reviewed. This page is why a finance pack survives its first review meeting. Every disputed number gets settled here instead of in the thread.
Data sources and refresh
Source, connector, refresh schedule, last successful load, owner. Include the cut-off time: half of all "the numbers are wrong" reports are really "I looked before the load finished".
P&L by department
Line item, actual, budget, variance, variance %, prior year, YoY %. Expandable hierarchy: department, then cost centre, then account.
Finance analysts and FP&A teams producing a monthly or quarterly reporting pack, in Power BI, Tableau, or Looker Studio.
Open the template in datawirefra.me by clicking "Use This Template" above.
Customize the layout — drag, resize, or swap any component to match your specific requirements.
Label each component with your actual metric names (e.g., replace "KPI Card" with "Revenue MTD").
Share via live URL or export to PNG/PDF to collect stakeholder feedback before building in Universal.
Once approved, use the wireframe as your build spec in Universal.
P&L summary, cash and working capital, and a metric definitions page. Works in any BI tool. The definitions page is where a disputed number gets settled instead of in the thread.
Yes. All templates on datawirefra.me are free to use. Open the template, customize it, and export or share via live URL — no account required for sharing.
Absolutely. This template is designed as a planning and alignment tool before you build in Universal. Wireframe first, get sign-off from stakeholders, then build with confidence.
Yes. Every component in this template is fully customizable. You can add new chart types, remove what you don't need, resize elements, and rearrange the layout.