4 dashboards in the library

The screen you open every Monday.

Dashboards in Excel and Power BI, with DAX measures, a JSON theme and a layout guide. The same reconciliation controls as the reports and IBCS semantics: actual, plan and prior year with no decoration.

Excel and Power BI versions
Documented DAX measures
Same controls as the reports

Available: 4
Countries in the Standard: 38
Accounting frameworks: 27
In the library: 63

4items

Meridian Coffee Co. (Demo) · CFO cockpit · October 2026TAB-001 · Dashboard · 16:9

CFO cockpitOctober 2026 · USD thousands · As of 10/31/2026

Revenue beats budget by 1.0%, but EBITDA falls 0.5% short on higher expenses

Revenue9,700+99.5 (+1.0%)vs PL

Gross margin34.7%+1.0 ppvs PL

EBITDA1,085−5 (−0.5%)vs PL

Profit for the period498−12.4 (−2.4%)vs PL

Cash4,659−228 (−4.7%)vs PY

Working capital9,078

DSO · days to collect36days+1 dayvs PL

Cash conversion cycle47days

FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · TAB-001 v1.0

Global standard

ProDashboard

CFO cockpit

One screen with 8 KPIs, 12 months of results, cash, working capital and alerts, in Excel and as a Power BI package (model, DAX measures, theme and guide).

Excel + Power BI

Meridian Coffee Co. (Demo) · Cash and treasury · October 2026TAB-002 · Dashboard · 16:9

Cash and treasuryOctober 2026 · USD thousands · As of 10/31/2026

Cash closes October at 4,659, 456 below forecast, and would fall 290 below the minimum on December 13

Cash4,659−228 (−4.7%)vs PY

Minimum balance policy1,500

Trade receivables11,270

Accounts payable5,720

Forecast balance by week against the minimum

Forecast (FC)

Forecast outflows by week and category

Suppliers Payroll Taxes Debt service Capex Rent Other

FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · TAB-002 v1.0

Global standard

ProDashboard

Cash and treasury

Balances by bank reconciled to the books, 12 months of cash, a 13-week forecast with the weeks below the minimum and actual against forecast, in Excel and for Power BI.

Excel + Power BI

Meridian Coffee Co. (Demo) · Sales and margin · October 2026TAB-004 · Dashboard · 16:9

Sales and marginOctober 2026 · USD thousands · As of 10/31/2026

E-commerce sells 228 above budget (+23.7%) at a 52.0% margin and offsets retail (−166)

Revenue9,700+99.5 (+1.0%)vs PL

Gross profit3,367+127 (+3.9%)vs PL

Gross margin34.7%+1.0 ppvs PL

Cost of sales6,333+348 (+5.8%)vs PY

12 months of revenue by line

Specialty e-commerce Ground coffee, retail Green coffee, export Whole bean, food service

Revenue by line: actual against budget

Actual (AC) Plan (PL)

FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · TAB-004 v1.0

Global standard

ProDashboard

Sales and margin

Sales, gross profit and margin by product line, channel and customer, with a 12-month trend, mix and a customer Pareto, in Excel and for Power BI.

Excel + Power BI

Meridian Coffee Co. (Demo) · Accountant’s client portfolio · October 2026TAB-003 · Dashboard · 16:9

Accountant’s client portfolioOctober 2026 · USD thousands · As of 10/31/2026

5 of 24 clients are red: 4 late October closes and Client 11 with 3 red indicators

24 clients · 15 closes delivered · 9 open · 4 late · 23 pending documents · 11 green, 8 amber and 5 red · review as of 2026-11-12

This week’s priorities

Client 20: close 7 days late, 2 pending documents
Client 14: 4 days late; net margin −3.2% (red below 2%)
Client 04: 2 days late, 6 pending documents, 4 red indicators
Client 11: closed, with 3 red indicators (leverage 68.7%)

Client 07 · October indicators against prior year

Line	Actual	PY	Δ PY
Current ratio	1.60	1.31	+0.29
Net margin	5.1%	5.0%	+0.1 pp
Days sales outstanding (DSO)	36	33	+3
Debt ratio	39.5%	46.9%	−7.4 pp

FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · TAB-003 v1.0

Global standard

ProDashboard

Accountant’s client portfolio

Traffic light for up to 60 clients with close status, 5 indicators and the week’s priorities, to organize the firm’s work; in Excel and for Power BI.

Excel + Power BI

Looking for another piece for your report?

Reports Blocks Charts Themes The whole library