FirmView Charts
Your metrics, your way
Build custom dashboards from your financial data. Track the KPIs that matter most to your business, updated every time you connect your data.
What you can build
Pick your metrics, choose your chart types, and arrange your dashboard.
Revenue & Growth
Track revenue trends, month-over-month growth rates, and seasonal patterns across any time range.
Profitability
Monitor gross margin, operating margin, EBITDA margin, and net income trends over time.
Cash Position
Visualize operating cash flow, free cash flow, burn rate, and runway with clear trend lines.
Working Capital
DSO, DPO, current ratio, and working capital trends that show your liquidity at a glance.
Expense Breakdown
See where your money goes with category breakdowns, period comparisons, and variance analysis.
Custom KPIs
Combine any available metrics into the dashboard layout that makes sense for your business.
Export anywhere
Charts integrate with FirmView Insights and BoardReady. Include your custom dashboards in your Insights report or embed them in your board deck. Export individual charts to Excel for deeper analysis.