Live Excel portfolio
Explore Finenza dashboards without downloading a file.
Use the filters to explore KPIs, trends and business breakdowns.
Try the work
Select and test the Dashboards.
Choose a dashboard and change its filters.
Interactive browser demo
Income & Expense Dashboard
Use the year and month controls to update every chart, KPI and breakdown below.
Monthly performance
Income and expense comparison across the selected year.
Income by category
Where the selected income comes from.
Expense by category
Where money is being spent.
Detailed expense breakdown
A web-friendly version of the detailed reporting table.
| Category | Example item | Share | Amount |
|---|
Interactive browser demo
Commission Tracking Dashboard
Use the year and month controls to review earned, received and outstanding commission.
Monthly commission
Commission earned across the selected year.
Commission received by buyer
Largest collections in the selected period.
Highest purchasers
Buyers ranked by business volume.
Outstanding by seller
Commission that remains uncollected.
Why dashboards matter
A dashboard puts the numbers that matter in one clear view, helping a business understand performance and act sooner.
Make faster decisions
See important numbers without waiting for manual reports, so you can respond sooner and with greater confidence.
Track performance and problems
Monitor sales, costs, profit and other key measures in one place, making unusual changes easier to catch early.
Save time with automation
Reduce repetitive report preparation and spend more time analysing results, improving operations and planning next steps.
Behind the browser demo
The live preview shows the reporting layer. The full Excel solution does more.
- Structured sheets for recording and maintaining business data
- Formulas, validation, PivotTables and slicers for consistent reporting
- Automation and refresh workflows where the project requires them
- Documentation and a handover process for the final workbook