Build a Finance Dashboard
Monitor revenue, expenses, and cash flow in a finance dashboard with charts and filters — no coding. Built on Kleap. Free to start.
16,170+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A finance dashboard tracks the money side of the business in one place — cash on hand, revenue vs expenses, profit margin, burn rate, and runway. It's the view leadership uses to answer 'are we healthy, and how long can this last?'
What your finance dashboard tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for finance.
Cash on hand
kpi tileTotal liquid cash available right now. The number that determines what you can and can't do.
Revenue vs expenses
barIncome compared against costs for the period, side by side. The clearest read on whether you're in the black.
Gross profit margin
gauge(Revenue − cost of goods) ÷ revenue. Shows how profitable the core product is before overhead.
Net profit margin
gaugeNet profit ÷ revenue. What's left after every expense — the true bottom line.
Cash flow
lineMoney in minus money out over time. A profitable company can still run out of cash if flow turns negative.
Burn rate
lineNet cash spent per month. The speed at which reserves are being consumed.
Runway
kpi tileCash on hand ÷ monthly burn. How many months you can operate before needing more capital or profitability.
Budget vs actual
barPlanned spend against real spend by category. Catches overruns before they compound.
Operating expenses by category
pieWhere the money goes — payroll, marketing, tools, rent. Reveals what's actually driving cost.
Accounts receivable vs payable
barMoney owed to you vs money you owe. A quick read on short-term liquidity pressure.
What good looks like for finance
One app, a view for everyone
Accountant / analyst
Accounts receivable and payable, budget vs actual, and the operating expense breakdown.
CFO / finance manager
Cash flow, burn rate, runway, and gross and net margins.
Founder / executive
Cash on hand, runway, and revenue vs expenses — the survival numbers.
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the dashboard you actually want and own it outright.
A typical dashboard
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around finance
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how finance actually works
Build it in 3 steps
Describe it
Tell Kleap what your finance needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
What's the difference between burn rate and runway?+
Burn rate is how much net cash you spend each month; runway is how many months that cash will last — cash on hand divided by burn. If you have $600k and burn $50k a month, your runway is 12 months. Watch both: a rising burn shortens runway fast even if the balance still looks large.
Gross margin vs net margin — which matters more?+
Gross margin shows whether your core product is profitable before overhead; net margin shows whether the whole company is profitable after everything. Investors watch gross margin as a sign of a scalable model and net margin as a sign of discipline. A healthy business needs both to trend the right way.
How much runway should we keep?+
A common target is 18-24 months after a fundraise, which gives room to hit milestones before raising again. Bootstrapped businesses often aim for 3-6 months of expenses as a cash buffer. The right number depends on how predictable your revenue is — less predictable means keep more.
Does it sync with my bank or accounting software?+
The dashboard charts the financial figures you record inside your Kleap app — balances, revenue, and expenses entered through forms or imported from your accounting export. It doesn't connect live to a bank feed or a tool like QuickBooks; you update the underlying records each period (by hand or import) and the margins, burn, and runway recompute.
More Dashboard Builder use cases
Ready to build it?
Describe your finance dashboard and watch it come to life. Free to start, no code.