A financial dashboard that shows the gaps early
Your financial dashboard, month after month. Compare actuals with your forecast, track key indicators and act on variances in time.
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Financial dashboard
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Why use it?
A clear monthly overview.
Actuals shown next to the forecast.
Decisions backed by your own data.
What you get
Revenue tracking
Cash tracking
Variance analysis
Profitability indicators
Why use a financial dashboard?
A financial dashboard starts where the forecast stops. A forecast filed away once you sign the loan serves no purpose. Its value begins the day you set your actual figures against it. The gap between the two tells you what to do, far more than the prediction itself.
Three variances deserve an alert. Revenue lagging the forecast raises a sales question. A margin eroding at constant revenue raises a pricing or purchasing question. A lengthening collection period raises a cash question. That last one can stop a company within weeks.
The Juristelo financial dashboard places your actual figures next to the chosen scenario each month. It recalculates the date your cash turns negative and updates the break-even point. You also track your revenue, margin and cash targets. You decide on sound orders of magnitude rather than on impressions.
Rhythm matters as much as the indicators. A thirty-minute monthly review, always on the same day, does more than a deep quarterly analysis. It leaves you time to correct course. After three months, a margin problem has already become a cash problem. A regular look at your financial dashboard prevents that costly drift.
Working with a partner or an accountant? Manage your team's access so everyone sees the same up-to-date figures. One consistent file ends debates about which version is right.
From idea to actionable document
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Frequently asked questions
- Which indicators come first?
- Three are enough at the start. Cash available at thirty days. Gross margin per product or service. The average time it takes to collect your invoices. Finer ratios add nothing until you track those three every month. Start simple and add indicators later.
- What if actuals drift from the forecast?
- Revise the forecast rather than defend it. After three months of drift in the same direction, the starting assumption no longer holds. New projections built on observed figures give a reliable cash-out date. A stale forecast only gives false comfort.
- When do you need an accountant?
- For compliance, an accountant becomes useful from the first VAT return as a company. For steering the company, their input matters most once you employ staff. Payroll charges and VAT timing then become the leading cash risk.
- How often should you update the forecast?
- Monthly during year one, then quarterly. The variance matters more than the forecast figure. A repeated ten percent gap on collections moves the critical cash point by several weeks.
- Can you track several companies?
- Yes. The Juristelo multi-company portfolio brings several companies, their projects and their cash alerts into one view. Each company keeps its own financial dashboard.
- Do you need accounting knowledge?
- No. You enter your actual figures month by month. Juristelo then calculates the variances, the cash position and the break-even point.
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