Finance Dashboard

Financial performance, cash flow, and revenue tracking

Total Revenue
$8.0M
12.5%
Total Expenses
$4.6M
3.2%
Net Profit
$3.5M
18.7%
Profit Margin
43.2%
2.3%
Outstanding AR
$252K
5 invoices
Collection Rate
96.0%
1.5%

Revenue vs Expenses

Profit Margin Over Time

Cash Flow Statement

Outstanding Invoices

Invoice IDClientAmountStatusIssuedDueActions
INV-2024-001Acme Corp$45,000
paid
2024-01-012024-01-15
INV-2024-002TechStart Inc$28,500
pending
2024-01-152024-02-01
INV-2024-003Global Solutions$67,000
overdue
2024-01-052024-01-20
INV-2024-004Innovation Labs$18,900
paid
2024-01-102024-01-25
INV-2024-005Enterprise Co$52,000
pending
2024-01-202024-02-05
INV-2024-006StartupX$15,200
overdue
2024-01-032024-01-18
INV-2024-007MegaCorp$89,000
pending
2024-01-252024-02-10
INV-2024-008CloudTech$31,500
paid
2024-01-152024-01-30

Expense Categories

Salaries & Wages
$450,000
Marketing
$120,000
Infrastructure
$80,000
Office & Utilities
$60,000
Software & Tools
$45,000
Travel & Entertainment
$35,000
Legal & Accounting
$50,000
Other
$160,000

Revenue by Customer Segment

Enterprise Clients

18.5%
$2.4M48% of total

Mid-Market

12.3%
$1.6M32% of total

Small Business

24.7%
$0.8M16% of total

Consulting

5.2%
$0.2M4% of total

Accounts Receivable Aging

Current (0-30 days)
28 invoices
$245,000
31-60 days
12 invoices
$89,000
61-90 days
6 invoices
$42,000
90+ days
4 invoices
$20,000

Budget vs Actual Comparison

CategoryBudgetActualVariance% Variance
Revenue$6,000,000$6,450,000$450,000
+7.5%
Cost of Sales$2,400,000$2,280,000$120,000
-5.0%
Operating Expenses$2,000,000$2,150,000$150,000
+7.5%
Marketing$600,000$580,000$20,000
-3.3%
R&D$800,000$890,000$90,000
+11.3%
G&A$400,000$385,000$15,000
-3.8%

Payment Collection Rate

Financial Projections

Tax Liability Tracking

Federal Income Tax

Due: Q1 2024
Estimated$450,000
Paid$350,000
Remaining$100,000

State Income Tax

Due: Q1 2024
Estimated$120,000
Paid$90,000
Remaining$30,000

Payroll Tax

Due: Monthly
Estimated$85,000
Paid$85,000
Remaining$0

Sales Tax

Due: Monthly
Estimated$35,000
Paid$25,000
Remaining$10,000