Insights Dashboard - Financial insights across all date ranges
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Coming Soon!
Advanced insights including at-a-glance metrics, reality checks, margin forecasts, and more.
Be among the first to access these powerful analytics.
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Revenue
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Net Margin
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Growth
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Net Income
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📊 Forecast Reality Check

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Comparing forecast to historical baseline...

⚠️ Forecast Alerts

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Checking forecast assumptions...

📊 Interactive Charts

Monthly Chart

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Select line items to display chart

Quarterly Chart

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Select line items to display chart

Yearly Chart

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Select line items to display chart
Monthly Forecast - All three statements with monthly periods
Quarterly Forecast - All three statements with quarterly periods
Yearly Forecast - All three statements with yearly periods
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Coming Soon!
Create and compare multiple forecast scenarios to model different business outcomes.
Be among the first to access this powerful feature.
Scenarios Comparison - Compare multiple forecast scenarios side-by-side

Select Scenarios to Compare:

📊 Year 1 Key Metrics

View Full Forecast:

Sensitivity Analysis - Test how changes in assumptions affect your forecast

📊 Configure Analysis

See how changes to a single variable impact your forecasted results.

From: % To: % Step: %
Current base case growth will be highlighted in results
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💬 Financial Assistant

👋 Hi! I'm your financial assistant. I can help you:
  • Understand your forecast settings
  • Analyze financial trends and patterns
  • Explain balance sheet calculations
  • Answer questions about your data
Tip: Use the configuration tabs to adjust your forecasts!
✓ Success!