A finance workspace built to make revenue, cash flow, and client performance obvious at a glance
This concept is designed for fintech products, advisors, agencies, and finance teams that need a dashboard clients instantly trust. It balances executive clarity with modern product polish.
Executive-ready hierarchy
KPIs, charting, and account health are organized to support real decision-making.
Charts that feel premium
Modern gradients, clean axes, and readable interactions make the product feel expensive.
Built to sell the product
The whole screen is designed to make a client say they want this for their own business.
Revenue Performance
Revenue vs Forecast
Allocation
Managed Portfolio Mix
Total AUM
$6.0M
Advisory
$1.9M
Asset Management
$1.7M
Wealth Planning
$1.3M
Cash Reserve
$1.1M
Cash Flow
Monthly cash movement
Client Table
Top revenue accounts
Northstar Capital
Primary account
Segment
Enterprise
Manager
A. Foster
Revenue
$142,800
Summit Equity
Primary account
Segment
Growth Fund
Manager
M. Lyons
Revenue
$118,420
Verde Treasury
Primary account
Segment
Corporate
Manager
S. Khan
Revenue
$96,120
Atlas Advisory
Primary account
Segment
Private Office
Manager
J. Morris
Revenue
$82,740
Northbridge Finance
Executive Analytics Workspace
Annual Revenue
$3.2M
+18.4%vs last year
Gross Margin
31.8%
+4.1%margin improved
Collections Rate
94.6%
+2.7%payment health
Active Accounts
284
+23new this quarter
Revenue Performance
Revenue vs Forecast
Quarterly forecast updated
Forecast model adjusted after a stronger March close.
Collections alert cleared
One delayed invoice was resolved and moved back into healthy status.
Board report exported
Leadership deck with charts and monthly commentary prepared.
Allocation
Managed Portfolio Mix
Total AUM
$6.0M
Advisory
$1.9M
Asset Management
$1.7M
Wealth Planning
$1.3M
Cash Reserve
$1.1M
Cash Flow
Monthly cash movement
Forecast Notes
What this dashboard is communicating
Revenue is compounding
The top line is growing faster than forecast through the second half of the year.
Margins are staying healthy
Higher revenue is not being offset by disproportionate operating costs.
Clients are easy to scan
Revenue, account owner, and account health are readable without hunting.
Presentation feels board-ready
The screen is polished enough for serious internal reviews and client demos.
Client Table
Top revenue accounts
| Client | Segment | Manager | Revenue | Status |
|---|---|---|---|---|
Northstar Capital Primary account | Enterprise | A. Foster | $142,800 | Healthy |
Summit Equity Primary account | Growth Fund | M. Lyons | $118,420 | Expanding |
Verde Treasury Primary account | Corporate | S. Khan | $96,120 | Healthy |
Atlas Advisory Primary account | Private Office | J. Morris | $82,740 | Needs review |
Premium Upgrades
Ways to make a finance product feel even more high-value
These additions are the kind of details that make a client move from liking the concept to wanting the full product built.
Role-based views for leadership, sales, and finance teams
Drill-down reporting by client, advisor, or service line
Automated board reports and monthly PDF exports
Budget vs actual planning with scenario modeling tools