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Next drop: Friday, October 9

Dashboard · TAB-004 · v1.0

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.

ProGlobal standardStandard 2026.10Controls 4/4XLSXPower BI
Meridian Coffee Co. (Demo) · Sales and margin · October 2026TAB-004 · Dashboard · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · TAB-004 v1.0
Meridian Coffee Co. (Demo) · Sales and margin · October 2026TAB-004 · Dashboard · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · TAB-004 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
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TAB-004 · Sales and margin · October 2026 · illustrative example with fictitious data
  • Excel (.xlsx): Dashboard, Data, Calculation with line, channel and customer tables, Control and Notes
  • Power BI: model in CSV (customers, lines, channels, months, sales and results), medidas.dax, tema_powerbi.json and a layout guide
  • PNG (2×, 16:9) of the screen and alt text per block

The month’s commercial dashboard: which line and channel drive the margin, which customers concentrate gross profit and where margin leaks. It shows 12 months of revenue by line with the gross margin on top, actual against budget by line with variance bars, margin by channel, the customer Pareto by gross profit and 3 to 5 alerts with figures.

Before building anything, the script checks that customer sales add up to income statement revenue and cost of sales, that each line for the month matches the 12-month series, that there are no repeated rows and that the budget by line adds up to the total. If something does not tie, it stops and asks: it does not spread differences.

The margin is gross (revenue − cost of goods sold): the dashboard does not allocate fixed costs. It delivers the Excel workbook with line, channel and customer tables in live formulas and a Control sheet, and a Power BI folder with the model in CSV, the DAX measures (including the Pareto), the JSON theme and the layout guide.

What it includes

6 sections, in this order

  1. 01Action headline with the line or channel that explains the month
  2. 02Cards: revenue, gross profit, gross margin, quantity, customers and concentration
  3. 0312 months of revenue by line with gross margin on a secondary axis
  4. 04Actual against budget by line with variance bars
  5. 05Margin by channel and customer Pareto by gross profit
  6. 06Alerts (3 to 5) and a note with standard or actual cost, sources and seal

Controls 4/4

What it checks before writing a single figure

  • C1Complete data: recognized headers, numeric figures, no repeated lines, channels or customers and valid units.

  • C2Gross profit = revenue − cost of sales for the month; the dashboard script reconciles customer sales, 12-month series and budget.

  • C3Sign convention: costs and expenses with a single sign.

  • C4Figures in the headline, alerts, notes and alt texts traceable to calculo.json, and a headline in the direction of the key figure.

If the script ran

Repporti controls 4/4 · TAB-004 v1.0 · RS2026.10 · {fecha} · fingerprint {hash}

If it did not run

NOT VERIFIED — controls not executed by code. Review the Control sheet of the XLSX.

If a control fails, the AI stops, shows the difference and asks how to proceed. It never forces the numbers to reconcile.

Prompt outline

What the prompt contains, block by block

  1. 0Before you pasteFixed504
  2. 1Role, audience and business context723
  3. 2Parameters479
  4. 3Repporti standard241
  5. 4Data contract1,042
  6. 5Questions first390
  7. 6Validation with a stop843
  8. 7Calculation and build by code802
  9. 7-bisNo-code modeFixed337
  10. 8Formulas and measures762
  11. 9Dashboard structure959
  12. 10Headline, alerts and texts618
  13. 11Theme, notation (IBCS / ISO 24896:2026) and accessibility401
  14. 12QA, traceability and seal515
The text is delivered when you copy, with your license. It is never on this page.≈ 28,763 characters + cuadre.py (919 lines)

Core available in: Spanish · English

Repporti Standard

It comes out adapted to your report profile

Compatible with every country and framework in the Standard: when you copy, it is composed with your profile (country, accounting framework, report language, currency, unit and year-end). Terminology, number format and statement names come from the Standard, not from the prompt.

See the Repporti Standard

How to use it

From the trial balance to the report in three steps

  1. 01Configure and copyCheck your report profile (country, framework, language, currency) and the period. The prompt is assembled in your browser.
  2. 02Paste into your AIOpen ChatGPT or Claude, attach your anonymized files and paste the prompt.
  3. 03Review and deliverReview the controls table and the seal. If something does not reconcile, the AI stops and asks.

Anonymize before pasting

  • Company name → an alias (“Client 07”); tax ID → “ID-XX”.
  • Customers, suppliers and employees → codes (C001, P001, E001). The mapping table stays on your computer.
  • Use an AI that does not train on your data: business plan, API or training turned off.

Repporti neither receives nor stores your files or your figures: the prompt is assembled in your browser and your files go straight to your AI.

Who it is for

Made for whoever delivers the report

Finance manager / CFOFounder
Area
Profitability and costs
Frequency
Whenever you need it
Industry
Retail and wholesale, Manufacturing, Distribution

Compatibility

Which AI it works with

LevelAI
With code executionChatGPT · ClaudeDesigned for plans with data analysis (ChatGPT) or code execution (Claude): cuadre.py runs inside the AI.
No-code modeCopilot · GeminiGenerates the Excel file with formulas and a Control sheet. The footer says “NOT VERIFIED” unless you run cuadre.py on your computer.

Questions

About this dashboard

Does the margin include freight and commissions?

No: it is gross margin (revenue − cost of goods sold). For contribution after cost to serve, use REP-011 Antares.

What if customer sales do not add up to booked revenue?

It stops and shows the difference by line. It is usually a return, a credit note or a sale booked in another month: bring it in and run it again.

Does it work if I sell services, not kilos?

Yes: quantity can be hours, units or contracts. If it is not homogeneous across lines, the dashboard does not compute an average price.

Can I filter by salesperson or region?

Yes, if you bring the column in ventas.csv: it becomes one more dimension in Power BI and one more table in Excel.

Profitability and costs

More from this area to combine

See the whole area