Financial Performance Dashboard – gini

Overview

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

Included Sheets

Dashboard

The 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.

(Dashboard) Transactions

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.

To connect:

In the top left, click Create or start with a Blank Report

Select Data Source.

Select the Google Sheets connector.

Select the spreadsheet named “gini”

Select the Worksheet with the suffix (Dashboard) Transactions for the Profit

Make sure that the option to “Use first row as headers” is enabled, and type in A4:K as 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.

FAQ

My report has a few #REF! and/or #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 help@gini.co.

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 help@gini.co for feature suggestions.