FINANCIAL DASHBOARD SOFTWARE
Financial dashboard software to drive performance and clarity
Why choose Prophix One™ financial dashboard software
360° business view
Achieve a holistic view of your business and financial KPIs in a single view.
Interactive visual insights
Get answers faster with interactive visuals on a financial KPI dashboard.
Real-time dashboards
Automated data integration ensures your financial KPI dashboards are always up to date.
AI-driven analysis
Tell the story behind the results with AI-driven insights.

Turn complex data into clear insights with Prophix Copilot
Visual Analytics in FP&A Plus is even more powerful with Prophix Copilot. Now you can interact with your dashboards using natural language questions like “Why did OpEx spike in Q2?” or “What’s driving gross margin changes?” and get instant, AI-powered answers right within your charts. Copilot highlights trends, explains variances, and adds context, so every stakeholder, no matter their role, can make confident decisions.

Customizable finance dashboards and metrics
Prophix One dashboards give you a flexible and highly configurable reporting system that adapts to your business needs. Whether you're tracking performance by department, region, or product line, you can build real-time dashboards tailored to your team. Use KPI gauges, Top 5 charting, and interactive graphs to define the metrics that matter most, so your team always has a 360° view of business performance.
Use built-in tools like:
- KPI gauges to monitor performance against goals
- Top 5 charting to spotlight your highest or lowest performers
- Interactive graphs to drill into data and get insights instantly
Dashboards are fully configurable to reflect your company’s structure, giving you a real-time view of metrics by business unit, geography, or cost center. With a single glance, you and your team can see what’s working, what’s changing, and what needs attention, without jumping between spreadsheets or disconnected systems.

Quick, scalable AI insights for data-driven decisions
Finance leaders don’t have time to dig through scattered data or wait days for answers. With Prophix One, your team gets the best FP&A software on the market with fast, reliable insights, no matter how complex your data.
AI is built into the platform to help you and your team:
- Spot patterns and outliers without manual digging
- Understand what’s changing, and why it matters
- Act faster with insights that surface right when you need them
Whether you're rolling up results for the board or drilling into line-item details, Prophix gives you clarity across the business. Powered by the latest cloud technology, it scales with you, so your team can move quickly, stay aligned, and make confident decisions at every level.

Simplify reporting with automation
Manual reporting slows your team down. With Prophix One, reporting is automated from start to finish, so you can focus on strategy, not spreadsheets.
Self-serve reporting tools make it easy for you and your team to:
- Create and schedule reports without relying on IT
- Ensure accuracy with real-time data across departments
- Distribute the right reports to the right people, automatically
Drill into the numbers, pivot across views, and surface insights in just a few clicks. With reliable, secure data always at your fingertips, you're free to shift your focus from pulling numbers to broader corporate performance management efforts driving better decisions.
Accelerate analysis with seamless integration
Your time shouldn’t be spent chasing numbers. With Prophix One, your data flows in from your ERP, accounting, CRM, and HRIS systems automatically. No more juggling spreadsheets or stitching together reports from siloed tools.
Prophix brings all your financial data into one platform so your team can:
- Access up-to-date information from every system, in one place
- Eliminate data silos and manual imports
- Build accurate reports faster with consolidated inputs
From chart insights powered by AI to dynamic, interactive graphs, every view gives you clarity without the wait. By consolidating key metrics into a single source of truth, finance leaders gain real-time cash flow insights and operational clarity.

Finance as we know it is changing
What does next-generation of FP&A software look like for the Office of the CFO? Learn how to research, evaluate, and purchase intercompany management software with the Ultimate Guide to Next-Gen Finance.
Success stories with financial dashboard software

Made for finance leaders
Discover Prophix One and unlock your potential for success.
Reporting & Analytics
Increase data accuracy and reporting efficiency, affording you more time for valuable analysis.
Financial Consolidation
Streamline close windows by eliminating manual processes and automating recurring ones.
Automation & Workflow
Accelerate financial processes and improve collaboration.
AI Insights
Gain a deeper understanding of your business with AI.
MS365 Add-In
Boost Excel’s financial modelling and planning capabilities and create insightful PowerPoint presentations.
Integrated Business Planning
Gain visibility across your business with integrated cross-functional business planning.
Account Reconciliation
Collaborative account reconciliation for smarter, faster financial close.
Frequently asked questions
What are financial KPI dashboards?
Financial KPI dashboards are a visual tool used by businesses to track, measure, and analyze the most critical financial metrics and indicators in real time. These dashboards present complex financial data in an easy-to-understand format, typically through charts, graphs, and tables. They help decision-makers monitor financial health, identify trends, and ensure that the company is meeting its financial goals.
Can I put key metrics into my dashboards like gross margin percentage?
Yes, you can bring any account in Prophix One onto your dashboards and have the data update automatically, or if you have metrics that are not in Prophix One, you can still put these into your dashboards and manually update them, as needed.
What sort of analysis can I do with Prophix One Dashboards?
From a Prophix One Dashboard, you have access to the full power of Prophix One’s analytical tools. You can launch the ad-hoc data view behind a data visualization to see the numbers in the chart or drill up or down directly within any chart or graph. Open a linked template to get a fully formatted report based on the data in the dashboard, or drill across to the transactional data. Use AI-powered chart insights to gain additional insight into the makeup of any chart or graph.
Can non-finance stakeholders benefit from Prophix financial dashboard software?
Yes. Prophix dashboards are easy to use and tailored for cross-functional teams, giving stakeholders access to real-time metrics that support faster, more informed decisions.
How do Prophix AI-powered dashboards provide real-time decision support?
AI surfaces trends and variances as they happen so finance leaders and business users can act on insights immediately, not after the fact.
What security features does Prophix offer for sensitive financial data?
Prophix uses role-based access controls, audit trails, encryption, and compliance with leading data security standards to protect your financial information.