Finance

Financial Dashboard Mockup Template

A finance-team layout covering the monthly close: a P&L waterfall, cash-flow trend, budget-vs-actual by department, and headline margin KPIs. Wireframe the structure here so the Power BI build starts with the measures already scoped.

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Free on the free plan · No install · Popular with BI teams

Financial Dashboard Template — dashboard mockup in Mockko

Metrics this dashboard tracks

  • Revenue, COGS, gross & net margin
  • P&L waterfall
  • Cash flow trend
  • Budget vs. actual by department
  • Operating expense breakdown
  • Runway / burn

Components on the wireframe

WaterfallLine ChartTableKPI Cards

Every component is a live element in Mockko — resize it, swap the chart type, edit the mock data, or delete it. When the layout is right, export to PNG, PDF, PowerPoint, or JSON for developer handoff.

How to use this template

  1. 1. Click Use this template — it opens on a fresh Mockko canvas, no Power BI or Tableau licence needed.
  2. 2. Swap the placeholder metrics for your own, rearrange the layout, and change chart types until it matches the dashboard you're planning.
  3. 3. Export it — PNG or PDF to share, PPTX for a stakeholder deck, JSON for a developer to build the real report from.
Dashboard wireframe best practices Mocking up a Power BI dashboard before you build Presenting a dashboard mockup to stakeholders

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Common questions

What's on the Financial dashboard template?
A finance-team layout covering the monthly close: a P&L waterfall, cash-flow trend, budget-vs-actual by department, and headline margin KPIs. Wireframe the structure here so the Power BI build starts with the measures already scoped. The wireframe uses Waterfall, Line Chart, Table, KPI Cards components, and every element is editable in Mockko.
Is this template free?
Yes. Every template on Mockko is free on the free plan (3 projects, watermarked PNG export). Pro removes the watermark and adds PDF, PPTX, and JSON export.
Do I need Power BI or Tableau to use it?
No. Mockko is a browser-based mockup builder — open the template, customise the layout, and export it. You build the real, data-connected report in Power BI or Tableau afterward.

Start from the Financial template

Open it in Mockko, make it yours, and export it. Free to start.

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