Financial Performance Demo — 2025–2026

Financial Dashboard — Business Performance Overview

This demo dashboard shows how Smart Report can combine revenue, expenses, EBITDA, budget, cash flow and receivables in one clear financial performance view. The example uses demo data for the 2025–2026 period.

Screenshots show a manually configured advanced demo; the small CSV sample below starts with a simpler view.

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Smart Report financial dashboard example with revenue, expenses, EBITDA, budget and cash flow KPIs
Financial KPIs for revenue, budget, EBITDA, expenses, cash flow, gross profit and overdue receivables, alongside monthly revenue outlook vs budget for 2025–2026.
Repeatable starter example

Build your first finance chart

Start with revenue by department from one table. The advanced dashboard in the screenshots includes additional business measures and configuration.

Each row is one unique month and department combination; all money amounts use the same currency.

CSV columns: Month, Department, Revenue, Expense and Plan. Month is the first day of the month in ISO format.

Download the small CSV sample
  1. Import the CSV file. Review the automatic sample and reported issues, then select Continue. Full validation can still reject the file after the sample preview.
  2. In the new table preview, select Analyze, then Chart.
  3. Set Group by to Department, Value to Revenue and aggregation to Sum.
  4. Select Generate chart and check the revenue by department.
  5. Select Add to dashboard, choose a new or existing personal dashboard and confirm.

Expected: 6 rows; total revenue 6,100, Sales 4,000, Support 2,100; total plan 6,000.

Plan comparison, profit and percentages need additional views or formulas. Quick Dashboard does not automatically derive EBITDA, margin or multi-source analysis.

Open the step-by-step guide
Dashboard capabilities

What You Can Track in This Financial Dashboard

Connected financial metrics make it easier to compare actuals, budget, expenses and liquidity over time.

  • Outlook revenue
  • Total expenses
  • EBITDA
  • Budget revenue
  • Revenue vs budget
  • Operating cash flow
  • EBITDA margin
  • Revenue by business unit
  • OPEX by department
  • EBITDA variance by department
  • Cash and accounts receivable trend
  • Revenue outlook vs budget
  • EBITDA and revenue outlook trend
  • Department × Quarter pivot
  • Monthly performance detail
Financial charts showing revenue outlook by business unit, operating expenses and EBITDA variance by department, and cash and receivables trends
Revenue outlook by business unit, operating expenses and EBITDA variance by department reveal where performance comes from. Cash and receivables trends complete the liquidity overview.
Business questions

Business Questions This Dashboard Helps Answer

The view connects plan, performance, expenses and cash flow so finance teams can spot variances faster.

  • Is revenue tracking against budget?
  • What is the current EBITDA and EBITDA margin?
  • Which business unit generates the most revenue?
  • Which departments have the highest operating expenses?
  • How does EBITDA vary by department?
  • How are cash balance and accounts receivable changing?
  • How do revenue and EBITDA trend over time?
  • Which periods are above or below budget?
EBITDA and revenue outlook trend, a financial pivot by department and year, and monthly finance detail for 2025–2026
The monthly EBITDA and revenue outlook trend connects performance over time. The pivot compares revenue, EBITDA and budget variance by department for 2025 and 2026, with years expandable into quarters; the table below shows monthly finance detail.
Data delivery

How Data Reaches Smart Report

Upload an Excel or CSV file or send data through the API. Once the data is successfully received, it becomes available in connected financial KPIs, charts, pivot analyses and dashboards.