Financial Dashboard Template

Guy Cohen
Guy CohenPRO
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About

A reusable financial dashboard template for trust account and project monitoring, with KPI cards, activity summaries, approvals, and AI-assisted insights.


Overview

A clean RTL financial dashboard template designed for monitoring trust accounts, project activity, and pending approvals in a modern fintech-style interface.

  • Executive summary header with personalized account overview
  • KPI cards for assets, monthly deposits, active projects, and approvals
  • Financial health gauge for quick status visibility
  • Recent activity and next-focus panels to guide daily operations
  • Profile menu, search, and AI help prompts for a polished product experience

Primary use case: Ideal for fintech platforms, escrow or trust account products, and real estate finance admin portals serving Hebrew-speaking users.

This template helps teams present complex financial data in a clear, trustworthy, and highly usable dashboard layout.

Created

April 5, 2026

Category

Mobile

Remixes

0

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Creator

Joined 7 months ago
1 designs
3 profile views

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