Budget vs. Actual performance dashboard for the modern finance team. Drill into departmental variances, model scenarios in real time, and publish executive commentary — all in one workspace.
A single view of budget health across the enterprise, updated monthly and reconciled to source-of-truth ledgers.
Consolidated across all departments
Favorable (green) vs Unfavorable (red)
Drill into any team to inspect monthly trends and category-level spend.
Waterfall-style diagnostics that isolate the drivers moving the P&L away from plan.
Categories with largest $ variance
FY2025 YTD, USD
| Department | Budget | Actual | Variance | Var % |
|---|---|---|---|---|
Sales | $5.37M | $5.43M | +$58.7K | +1.1% |
Marketing | $2.69M | $2.84M | +$156.9K | +5.8% |
Engineering | $7.42M | $7.81M | +$381.3K | +5.1% |
Operations | $1.72M | $1.66M | -$61.2K | -3.6% |
HR | $1.02M | $1.04M | +$20.3K | +2.0% |
Finance | $1.21M | $1.24M | +$27.8K | +2.3% |
Move the dials. Every KPI, projection, and burn calculation recomputes in real time.
Applying these levers changes total spend by -$0 and shifts EBITDA by +$0.
Scrub through the fiscal year. Charts and KPIs re-render as you move.
A glossary of the terms and calculations behind every number on this dashboard.
The financial plan approved at the start of the fiscal year — the target spend and revenue by department and category.
The realized revenue and expenses recorded in the general ledger, reconciled to source systems each month.
The dollar difference between Actuals and Budget. Negative variance means below plan; positive means above.
Variance expressed as a percentage of Budget — useful for comparing departments of different sizes.
Year-to-Date: cumulative figures from the start of the fiscal year through the current reporting period.
Favorable variance improves the bottom line (spend under plan, revenue over plan). Unfavorable does the opposite.
A continuously updated forecast that extends beyond the fiscal year end using the most recent Actuals as inputs.
All values shown are mock data for a demo tenant. Production data would flow from PostgreSQL / Supabase ledgers.
Auto-generated narrative that translates variance signals into management-ready talking points.