Financial Performance Dashboard
The “Financial Performance Dashboard” flow is a dynamic spreadsheet dashboard that gives you a detailed insight into your companies financial health. This flow will generate a spreadsheet that shows your income and expenses broken down by category, and is as granular down to individual transactions
With this flow you will be able to:
- View your Income and Expense data broken for any time period
- Compare Daily, Weekly, Monthly, Quarterly, and Yearly income and expense data
- Compare your top income and expenses by Category
- Compare your top income and expenses by Contact
- Review every Transaction made within a time period
- Control the start and end date of the report
- Automatically update your dashboard on a daily basis
Dashboard sheet is where you will find the report itself. Here you will find your key Metrics, Historical Performance, Top 5 Categories by Revenue & Expense, Top 5 Revenue & Expense Contacts, and transaction breakdown.
You will also find a “Report Filter”, which you can use to select a Date and Tracking Period.
This sheet is an intermediary sheet that contains all of the journals that power the dashboard. This is not designed to be edited by a user, but, the data imported to power other use cases - for example creating a Dashboard in Google Data Studio.
A Google Sheets data source can connect to a single worksheet in a Google Sheet.
- In the top left, click
Createor start with a
- Select Data Source.
- Select the Google Sheets connector.
- Select the spreadsheet named “gini”
- Select the Worksheet with the suffix
(Dashboard) Transactionsfor the Profit
- Make sure that the option to “Use first row as headers” is enabled, and type in
A4:Kas the Optional Range
- Connect the data source
- Create your GDS report
Creating the dashboard
To create the report, find the “Financial Performance Dashboard” flow in the gini webapp. Ensure you have connected the required apps - this flow requires at least one accounting app (either Xero or QuickBooks) and Google Sheets.
Then from the flow page, select the organisation you want to create the report for and click the “Create Report” button.
Once your flow is created, you will be able to find it in the “My flows” section of the dashboard. Click on the “Open flow” button to see the report in Google Sheets.
My report has a few
#VALUE! errors. What should I do?
This can sometimes occur when you create a flow due to the complex nature of some formulas in the report. In such cases, a forced recalculation of formulas can often resolve these reference errors.
A simple way to force a recalculation is to use Google Sheet’s “Find and replace” function. Follow the instructions on the short tutorial below to try it yourself:
If this does not resolve your errors, please contact us for further help at firstname.lastname@example.org.
Can I make edits to this dashboard?
This report has many complex interdependencies between its sheets. Rearranging sections, moving cells, and adding new rows or columns can easily break the report.
We recommend only making edits to the cells designed to be changed based on your input, which include:
- Dropdown cells
If you are looking for additional functionality on this report, please reach out to us at email@example.com for feature suggestions.