KPI Metric Blocks for Financial Services
Finance leaders get real-time visibility into core KPIs like revenue, reconciliation, and customer value — without bouncing between 5 tools.
Industry
Financial Services
Tool
Stripe
Quickbook
Plaid
HubSpot
NetSuite
Overview
Financial teams often struggle with scattered data across Stripe, QuickBooks, CRMs, and bank feeds. This dashboard consolidates those critical numbers into clean, visual blocks. Each block focuses on one KPI, designed to update automatically with real-time or daily syncs.
The blocks are organized into a grid layout, giving teams a fast, no-scroll snapshot of financial health.
Tools &APIs Used
Stripe
Track revenue trends and breakdowns using live transaction data.
QuickBooks
Show reconciliation % and status of accounts in real-time.
HubSpot
Segment CLTV by cohort using customer data and revenue records.
Netsuite
Pull AR data and calculate DSO for AR tracking.
Plaid
Fetch real-time bank transactions for daily cash flow visibility.
Retool Features Used
Example
Results
1 Unified View
All core finance KPIs visible in one dashboard.
60% Less Tool Switching
Finance team no longer toggles between five different apps.
Faster Decision-Making
Leadership can act instantly with real-time metrics.
Recognition
We're officially approved by Retool and proud to be an agency partner!
