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Home


ABC Company, Inc.

experience the full ‘Clean Dashboard’ demo below

Get Started

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Home


ABC Company, Inc.

experience the full ‘Clean Dashboard’ demo below

Get Started

Your Clean Dashboard

Hey there! Welcome to your Clean Dashboard, the one-stop shop for your financial metrics and reports. We’ve crafted this site exclusively for you and your business, and your dedicated Account Manager will refresh the data and check for accuracy each week as part of their scheduled update. That leaves you to simply scroll and enjoy the peace of mind that comes with financial clarity. Now, the Clean Dashboard is broken out into 5 sections: Statements, Revenue, Expenses, Profit and Cash Flow. We hope you enjoy!


Your Account manager

 
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Hey there! My name is Tina, and I am your Account Manager here at Clean Finances. I’ll be the one to keep your books clean week to week as well as answer any questions that may come up here and there. If you do ever have any questions or would like to schedule a call with me, simply click on the links below! It’s a pleasure to serve you!

 

Your Transaction Questions

 

As we update your books, we will have a question here and there about how to categorize certain transactions. To streamline the process, we’ve created a simple solution for you to be able to easily comment on those transactions at your convenience. When you’re ready, simply click on the link below and add in your comments!

 

Your Roadmap

 

The following sections are broken out as you work your way through the Clean Dashboard. Alternatively, these links are also available should you prefer to jump directly to the specific section(s) that interest you the most.

 

Okay! You’re all set to move forward. Remember, should you have any questions for me, simply head back to the top and use the links to send in a question or schedule a call. Now, simply scroll and enjoy the peace of mind that comes with financial clarity.
— Tina (Your Account Manager)
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Revenue


Revenue

Revenue


Revenue

Revenue / Last 24 Months


 

Revenue / Last 6 Months

 

Comparison By Month

Revenue This Month-to-Date: $61,430

Revenue Last Month: $58,505

That’s a 5% increase over last month (and we’re 92% through the month)!

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Comparison by Year

Revenue This Year-to-Date: $175,655

Revenue Last Year: $493,854

That’s a 64% decrease over last year (and we’re 24% through the year).

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Expenses


Expenses

Expenses


Expenses

Expenses / Last 24 Months


 

Expenses / Last 6 Months

 

Comparison by Month

Expenses This Month-to-Date: $38,394

Expenses Last Month: $36,566

That’s a 5% increase over last month (and we’re 92% through the month).

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Comparison by Year

Expenses This Year-to-Date: $109,784

Expenses Last Year: $308,659

That’s a 64% decrease over last year (and we’re 24% through the year).

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Profit


Profit

Profit


Profit

Profit / Last 24 Months


 

Profit / Last 6 Months

 

Comparison by Month

Profit This Month-to-Date: $23,036

Profit Last Month: $21,939

That’s a 5% increase over last month (and we’re 92% through the month)!

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Comparison by Year

Profit This Year-to-Date: $65,871

Profit Last Year: $185,195

That’s a 64% decrease over last year (and we’re 24% through the year).

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Cash Flow


Cash Flow

Cash Flow


Cash Flow

Cash Flow / Last 24 Months


 

Cash Flow / Last 6 Months

 

Comparison by Month

Ending Cash Balance on Update: $338,765

Ending Cash balance Last Month: $315,729

That’s a 7% increase over last month (and we’re 92% through the month)!

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Comparison By Year

Ending Cash Balance on Update: $338,765

Ending Cash Balance Last Year: $272,894

That’s a 24% increase over last year (and we’re 24% through the year)!

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Statements / Revenue / Expenses / Profit / Cash Flow


Okay! That concludes your Clean Dashboard. Remember, should you have any questions for me, simply head back to the top and use the links to send in a question or schedule a call. I hope you have a great week, and I’ll let you know when we’ve completed another update!
— Tina (Your Account Manager)