Sample analysis

See what the analysis looks like before you commit

Every example follows the same pattern: what happened, why it happened, what it means, and what management could do next. Illustrative data only.

Sample analysis

What the analysis looks like in practice

Each example shows the same pattern: what happened, why it happened, what it means for the business, and what management could do about it.

Illustrative examples use representative data and are shown solely to demonstrate the type of management analysis Finviq can provide. They do not represent any client or actual results.

Executive dashboard

KPI tiles, revenue vs budget and gross margin vs prior year

Illustrative example · representative data

Revenue YTD

$24.6M

+3.1% vs budget

Gross margin

27.4%

-1.8 pts vs PY

EBITDA

11.0%

-0.7 pts vs budget

Cash today

$2.1M

13-wk low: week 7

Working capital

61 days

DSO 47 · DPO 38

Revenue vs budget ($M)

Gross margin % — actual vs prior year

Management insight

What happened: Revenue is 3.1% ahead of budget while gross margin has fallen 1.8 pts vs prior year.
Why: Growth is concentrated in lower-margin lines and packaging costs have risen.
Business implication: Profit is growing slower than sales; the budget is met on the top line only.
Potential action: Re-weight the sales plan toward higher-contribution lines and reprice the lowest-margin group.

Illustrative example · representative data

Live template

Explore the live Power BI model

Open the same reporting template we deploy in client engagements — executive KPIs, margin analysis and cash visibility in one interactive model. Read-only access with illustrative data.

Open the live Power BI model

Opens in a new tab · no login required

Illustrative data only. The published model is a template — in an engagement it is rebuilt on your own ERP and transaction data, with KPIs and margin views defined around your business.

What you will see inside the model

Sample management pack

Eleven sections computed from a fictional dataset for Northline Manufacturing (fictional) — Contract manufacturer · $48M revenue · 640 SKUs · 128 customers · 3 plants. Every figure is calculated, and each section discloses how.

Illustrative example — representative data, not a client result.

Section 01

Executive summary

What happened, and what needs a decision

Revenue: $48.2M (+12.1%)prior year $43.0M
Gross profit: $15.1Mmargin 31.4%
Margin movement: -2.8 pts34.2% → 31.4%
Headline: Revenue grew; gross profit did not follow. Mix and input cost absorbed the volume and price gains.
Cash: Cash conversion 81 → 99 daysworking capital $10.2M → $13.1M

Method: Totals recomputed from the monthly series; margin movement read from the bridge anchors.

Let's find out what your numbers aren't telling you.

A free 30-minute FP&A Conversation. Tell us where you're struggling — we'll identify the first 2–3 areas worth investigating. No preparation required.

Book a 30-Minute FP&A Conversation View sample analysis Download capability overview