Interactive CFO Dashboard (Sample)

Management accounts, variance, profitability, exceptions and scenarios · June 2026

Built on your finance data
Prepared by Nextbridge AI

Board pack

headline KPIs and drafted commentary

Drafted commentary

for finance review before the board

Draft for finance review. Built on the reviewed management accounts. Finance edits and signs off before the board.

Budget vs actual

click a line to drill in · actual, budget and prior year

Line	Actual	Budget	Var	Var %	Prior yr	Flags

AI-assisted, human reviewed

The P&L is built from your revenue and overheads and compared to budget and the optional prior-year block. Click a line for the drivers. Finance confirms the commentary.

Profitability

client concentration and product margin

Revenue by client

Concentration this month

Client	Revenue	Share

Margin by product

Gross margin by service line

Product	Revenue	Gross margin

Exceptions and risk

derived flags, worst first

Flag	Detail	Value	Severity

Scenario and assumption levers

move a lever and the full-year outturn updates

Revenue growth (annualised)+4%

Gross margin61%

Monthly operating costs£89k

Full-year outturn

vs budget