Revenue & profit
Separate sales momentum from sustainable earnings. Track costs and understand what your profit number leaves out.
Follow the moneyMETRICBOARD / YOUR BUSINESS, CONNECTED
Turn everyday numbers into your next smart move. Build a dashboard that tracks what matters—without a spreadsheet maze.
No account. No external services. Your data stays in this browser.
THE WORKSPACE
Start with your own numbers: add a period or import a CSV. No sample records are loaded. Monetary values use USD. Each row represents a non-overlapping period ending on its date.
Add a period or import your CSV to get started. Previously saved work is restored from this browser.
Add period data to inspect monthly values.
Select a month for detail. The data table below provides the same totals in text.
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Comparing the last populated month with the previous calendar month.
Growth = (current − previous) ÷ previous × 100. Missing or zero baselines are shown as unavailable, not as zero growth.
Both months use the active date filter. A partial month is not a complete-month forecast.
Use one row per day, week or month. Do not mix overlapping periods. Sales targets are units, not revenue.
Add a manually maintained number. Custom snapshots do not change with the date filter.
UTF-8 CSV, up to 1 MB and 5,000 rows. Import merges by date; incoming rows replace matching dates. Validate your date filter afterward.
The template contains column headings only. Required header: date, revenue, expenses, sales, target, customers, visits, conversions. Use YYYY-MM-DD dates and plain numbers without currency symbols.
| Month | Revenue | Expenses | Profit | Sales / target | New customers | Conversion |
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Drag a widget by its header, or use its Move earlier / Move later buttons. Browser storage is not a backup; export important work. This is a planning tool, not accounting or tax software.
THE METRICBOARD PLAYBOOK
Five practical guides for a more useful dashboard.
Separate sales momentum from sustainable earnings. Track costs and understand what your profit number leaves out.
Follow the moneySet a defensible target, measure attainment and avoid turning a partial month into a misleading forecast.
Track the goalCount customers consistently and calculate conversion with a denominator you can actually trust.
Understand the funnelChoose useful comparisons, inspect monthly changes and make a chart explain rather than decorate.
See the directionDefine custom KPIs, prepare reliable CSVs and keep a portable record of the dashboard you build.
Build your routineSMALL WORKSPACE. CLEAR BOUNDARIES.
MetricBoard processes entries and CSV files on your device. There are no account systems, bank connections or analytics trackers in this build. Keep a CSV backup, download your active totals as an Excel workbook, or share the view as an HTML snapshot or a PDF saved through your browser.
A dashboard is only as useful as its definitions. Pick a reporting period, agree on what counts, and keep those choices consistent.
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