Templates
Start from a dashboard that already knows your business.
Every template maps itself to your columns, even when they are named differently. Choose one, or let Datwise recommend the best fit after reading your data.
Business templates
Metrics, comparisons and explanations for a specific job.
- Often recommended
Sales performance
Revenue, average order value, products, regions, salespeople and target tracking.
- Revenue
- Average order value
- Orders
- Target attainment
Best for: Sales leads and founders
Use this template - Often recommended
Executive overview
Decision-level KPIs, movements, risks and concise explanations.
- Revenue
- Gross margin
- Cash
- Headcount
Best for: Weekly leadership review
Use this template Finance
P&L, cash flow, profitability, budget versus actual and variance.
- Net revenue
- EBITDA
- Cash runway
- Budget variance
Best for: Finance managers
Use this templateAccounting
Receivables, payables, ageing, collections and transaction trends.
- Receivables
- Payables
- Days sales outstanding
- Overdue balance
Best for: Accountants and bookkeepers
Use this templateOperations
Throughput, productivity, SLA, bottlenecks and capacity.
- Throughput
- On-time rate
- SLA breaches
- Utilisation
Best for: Operations managers
Use this templateInventory
Stock levels, movement, dead inventory, stock-outs and replenishment.
- Stock value
- Days of cover
- Stock-outs
- Dead stock
Best for: Supply chain and retail
Use this templateE-commerce
Store performance, products, customers, conversion and returns.
- Gross merchandise value
- Conversion rate
- Return rate
- Repeat customers
Best for: Online stores
Use this templateMarketing
Campaign performance, funnel, CAC, ROAS, channels and conversion.
- Spend
- Customer acquisition cost
- Return on ad spend
- Leads
Best for: Growth and marketing teams
Use this templateCustomer analytics
Retention, churn, cohorts, segments, lifetime value and purchase behaviour.
- Active customers
- Churn
- Lifetime value
- Retention by cohort
Best for: Product and customer teams
Use this templateHR / Workforce
Headcount, turnover, attendance, productivity and workforce mix.
- Headcount
- Turnover
- Absence rate
- Time to hire
Best for: People teams
Use this templateProject performance
Status, milestones, budget, progress, resources and blockers.
- On-time milestones
- Budget used
- Open blockers
- Resource load
Best for: PMOs and delivery leads
Use this templateAI tailored
Datwise reads the dataset and proposes a structure built for it.
- Chosen from your columns
Best for: Unusual or mixed datasets
Use this templateBoard meeting
Six KPIs at most, three material movements, a forecast and a decision log.
- Revenue
- Gross margin
- Cash
- Forecast
Best for: Boards and investors
Use this template
Layouts
Structural templates for any dataset.
Executive overview
Headline KPIs on top, trend and mix in the middle, detail at the bottom.
Best for: Leadership updates
Use this templateTrend analysis
A wide time series with supporting comparisons and notes.
Best for: Growth and performance
Use this templateCategory breakdown
How the total splits across segments, channels and flows.
Best for: Sales and marketing mix
Use this templateBlank canvas
Start from an empty grid and add exactly what you need.
Best for: Custom builds
Use this template