Use Cases

KPI Metric Blocks for Financial Services Teams

Finance leaders get real-time visibility into core KPIs like revenue, reconciliation, and customer value — without bouncing between 5 tools.

Integrations

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.

Retool Features Used

  • KPI blocks with icons and trend arrows
  • SQL queries and REST API calls for live finance data
  • Transformer logic for metric calculations and cohort breakdowns
  • Auto-refresh for time-sensitive data
  • Modular layout for clean block-based views

    • 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!

    Retool Agency Partner

    Experience the power of Retool Platform today

    Connect with us now
    Connect with us now

    Build a dashboard in a day. Yes really!

    Logo R

    RETOOLERS

    © 2024 Retoolers Pte. Ltd
    Privacy PolicyTerms & Conditions