The Finance section in Bizplan includes a Dashboard to help track your financial projections versus actual results. The dashboard automatically displays data for past and upcoming months based on the current date.
Dashboard Features
Available Cash
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Displays your current cash position vs. upcoming expenses.
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Shows months of runway available based on cash flow.
Revenue
- Automatically updates with data from the past 2 months, the current month, and the next 3 months.
Expenses
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Displays data from the past 2 months, the current month, and the next 3 months.
Gross Margin
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Helps track profitability by comparing projected and actual gross margin.
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Displays projected gross margin as a dotted line and actual gross margin as a yellow line.
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Shows data for the past 5 months, the current month, and the next 6 months.
Working Capital
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Monitors the value of assets vs. liabilities owed.
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Displays Current Ratio and Quick Ratio for the current month.
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Only projected data is used in this chart.
Breakeven
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Tracks the point at which you plan to break even.
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The first month projected to break even is marked with a target icon.
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If breakeven has not yet been reached, the chart calculates how many months remain until the projected breakeven point.
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Only projected data is used in this chart.
By leveraging these dashboard tools, Bizplan helps you track financial performance and make data-driven decisions for your business.