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Charts and dashboards

Show the results of a planning model as charts, tables, KPI cards, and text on the Charts page of the model.

Each planning model has a Charts page. The page is the dashboard of the model. It holds cards: charts, tables, KPIs, and text. Each card reads live values from the model. When a value changes in the grid, the cards show the new value.

Use the Charts page when the shape of a result is more important than one cell. Examples are a cash trend for a board review, revenue by quarter, or plan against actuals. Use the grid when you need to read or change formulas and inputs.

To open the page, go to Scenario planning → open a model → select Charts. To go back to the grid, select the chart icon next to the model name. Its label is Open spreadsheet.

A new model starts with seven cards: Summary, Runway & Cash KPIs, Cash, Summary Level P&L, Detailed P&L, Revenues, and Expenses. The page header shows the model name, the scenario, and the date range. An editor also sees Share dashboard. A teammate who receives a Can view saved view opens this page and cannot change it.

The Charts page of Three Statement Model, opened by a Can view recipient of the Revenue review view. The header shows the Revenue decline 20% scenario and the range Sep ‘26 – Nov ‘26. The Summary, Runway & Cash KPIs, Cash, and Summary Level P&L cards are visible. The Summary, Cash, and Summary Level P&L cards are set to Quarterly.

Pages in this group

  • Create a chart: add a bar, line, or combo chart and choose its variables.
  • Tables: add a table, edit inputs in a dimension table, and read the P&L tables.
  • Compare scenarios and versions: switch the scenario of the page and compare a saved version with actuals.
  • Time aggregation in charts: show months, quarters, or years, and limit the date range.
  • Export and share: export the model to a file, save a chart image, and share a saved view.

Related

  • Formulas
  • Scenarios
  • Dimensions
  • Budget vs. Actuals
  • Planning Views and Exports

Change an input over time

Type a value in each period, paste a series, set one value for all forecast periods, or use a formula for growth.

Choose cash or accrual for Xero

Set the accounting method that a Xero statement source uses for the profit and loss.

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Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview