Financial reporting screen examples

Polar

Dashboard where the user views daily revenue, net revenue, and cumulative revenue metrics filtered by date range and product.

• Dashboard
• Filter & Sort

Origin Financial

Analytics page where the user views a breakdown of their expenses over the last 6 months by category, featuring a donut chart and a detailed data table.

• Dashboard
• Charts

Found

Analytics dashboard showing an empty profit and loss report with a prompt to start tracking expenses, alongside filters for year, tags, and pockets.

• Reports
• Empty State

Outseta

Dashboard showing billing metrics like MRR, gross revenue, and churned accounts with a prompt to upgrade the free trial.

• Dashboard
• Charts

Fourthwall

Dashboard showing profit analytics with a line chart and a detailed breakdown table by day, filterable by date range and type.

• Dashboard
• Charts

Mangomint

List view where the user reviews a detailed payroll breakdown for a specific staff member and time period, including day details, commissions, and tips.

• Reports
• Table

Midday

Invoices list view where the user is querying an AI assistant in a modal to find cancelled or unpaid invoices.

• AI Chat
• Table

Monarch

Dashboard showing an income report by category, currently displaying an empty state for transactions and a summary card, with a prompt to update the date range or add accounts.

• Reports
• Empty State

Podia

Sales dashboard in an empty state showing a trial countdown banner and a placeholder metrics overview.

• Empty State
• Dashboard

Steep

Dashboard displaying key performance indicators including registrations, order volume, logins, and financial metrics with trend charts.

• Dashboard
• Charts

Kajabi

Analytics dashboard displaying a gross revenue line chart and data table, with a success toast confirming a report export.

• Dashboard
• Charts

Increase

List view of accounts with a side drawer open to configure and export a balance summary report to CSV.

• Table
• Filter & Sort