Dashboard demo
What your close could look like.
An interactive preview of a OneStream-style finance dashboard — KPIs, variance analysis, close tracking, and AI-assisted insights.
All figures are mock data for demonstration
Revenue
$142.8M
+8.2% vs prior year
Operating expense
$98.4M
+3.1% vs budget
Net income
$44.4M
+12.6% vs prior year
Close progress
78%
22 of 28 tasks complete
Budget vs actual by department
FY2025
Finance
$12.1M / $12.8M (94.5%)
Sales
$28.6M / $26.0M (110.0%)
Engineering
$34.2M / $36.0M (95.0%)
Marketing
$15.8M / $14.5M (108.9%)
Operations
$7.7M / $9.1M (84.6%)
Revenue by segment
- ENTERPRISE · 45%
- MID-MARKET · 28%
- SMB · 17%
- GOV · 10%
P&L summary — Q4 FY2025
ON BUDGET
| Line item | Actual | Budget | Var | Var % |
|---|---|---|---|---|
| Revenue | $142.8M | $138.0M | +$4.8M | +3.5% |
| COGS | ($62.4M) | ($58.0M) | -$4.4M | +7.6% |
| Gross profit | $80.4M | $80.0M | +$0.4M | +0.5% |
| SG&A | ($24.8M) | ($25.0M) | +$0.2M | -0.8% |
| R&D | ($11.2M) | ($12.0M) | +$0.8M | -6.7% |
| Operating income | $44.4M | $43.0M | +$1.4M | +3.3% |
AI insights
Demo
-
Variance alert
COGS +7.6% over budget, driven by raw material cost increases in the APAC region.
-
Revenue trend
Enterprise segment up 12% QoQ — strongest growth in three quarters.
-
Forecast risk
FX headwinds may reduce Q1 FY26 revenue by $2.1M without hedging.
Ask the AI assistant
Demo
Close task tracker — January 2025
DAY 8 OF 12
| Task | Owner | Due | Status |
|---|---|---|---|
| Intercompany eliminations | J. Martinez | Jan 5 | ✓ COMPLETE |
| Revenue recognition review | S. Patel | Jan 6 | ✓ COMPLETE |
| Fixed asset roll-forward | M. Chen | Jan 7 | ✓ COMPLETE |
| Lease accounting (ASC 842) | R. Johnson | Jan 8 | IN PROGRESS |
| Equity adjustments | A. Williams | Jan 9 | IN PROGRESS |
| Tax provision calculation | K. Lee | Jan 10 | NOT STARTED |
| Management reporting package | D. Brown | Jan 12 | NOT STARTED |
| External audit deliverables | J. Martinez | Jan 15 | NOT STARTED |
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