What it is
A simple Finance Overview dashboard that lets you track revenue, profitability, and cash runway across segments and scenarios — all in one scroll.
Description
This dashboard is for finance leads, executives, and anyone who needs a quick read on company health without digging through spreadsheets. Instead of chasing numbers across tools, you get revenue trends, P&L breakdown, and cash flow all in one place — filterable by date range, scenario, and business segment.
Key features
- Scenario and segment filters so you can switch between Actual, Budget, and Forecast (coming soon) — or zoom into a specific segment — in one click
- A monthly Revenue vs. Expenses chart with a net trend line to see whether margins are widening or tightening over time
- A revenue breakdown donut showing how SaaS, Enterprise, and Services each contribute to the total
- A P&L waterfall that walks you step by step from Revenue down to Net Income, making the story behind the numbers immediately clear
- A cash runway card showing exactly how many months remain at current burn rate, with a plain-language insight on what it means
Happy demo! 