Financial KPI Dashboard

Ask for the month's key financial metrics and get them in one view. When you ask, Joy reads your ERP or accounting system through a read-only connector and returns KPI tiles — revenue, gross margin, burn, runway, and cash — alongside a trend chart and a short read of what moved.

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Sample prompt to Joy's Assistant

Pull this month's key financial metrics into one view — [revenue, gross margin, burn, runway, and cash] — and give me a short read on [what moved this month].

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Pull this month's key financial metrics into one view — revenue, gross margin, burn, runway, and cash — and give me a short read on what moved this month.

Here are July's headline financials, read straight from your accounting system. Revenue is $2.42M and up 3.9% on June, gross margin held at 68%, and net burn narrowed to $420K, which puts runway at about 18 months on $7.6M of cash.

Financial KPIs — July 2026

Here is where the month stands. Revenue came in at $2.42M, gross margin held at 68%, and net burn narrowed to $420K. You are sitting on $7.6M of cash, which at the current burn is about 18 months of runway.

$2.42M
Revenue
▲ 3.9% MoM
68%
Gross margin
▲ 2 pts
$420K
Net burn
▼ from $480K
18 mo
Runway
▲ from 16 mo
$7.6M
Cash
▼ from $8.0M

Revenue is up 3.9% over June and has grown for six straight months, a steady climb rather than a one-month spike.

Monthly revenue, last 6 months

Feb$1.98M
Mar$2.05M
Apr$2.14M
May$2.21M
Jun$2.33M
Jul$2.42M

Two things moved this month. Gross margin ticked up two points to 68% as unit costs eased on higher volume, which is why gross profit grew a little faster than revenue. And net burn came down from $480K to $420K, mostly because a one-time hiring push in Q2 wound down. Cash fell by $400K over the month, in line with that burn, leaving $7.6M in the bank.

The runway figure follows directly: $7.6M of cash against $420K of monthly burn works out to roughly 18 months, up from 16 last month as the burn narrowed. If revenue keeps climbing at this pace and burn holds, that number stretches further; if you re-open hiring, it is the line to watch.

Want me to break revenue down by product line, or show the detail behind the $420K burn?

From a half-day of assembly to one question

The Financial KPI Dashboard is an on-demand Visual Intelligence read. When you ask, Joy reads your ERP or accounting system through a read-only connector and pulls the month's headline metrics into one view: revenue, gross margin, net burn, runway, and cash. It returns KPI tiles, a revenue trend, and a short written read of what actually moved.

  1. Connect your accounting system

    Give Joy read-only access to your ERP or accounting system: the general ledger, revenue and COGS, operating expenses, and cash balances. This is what Joy reads to compute each metric.

  2. Ask for the metrics you want

    Ask for the month's key financial metrics in one view and say which ones matter, for example revenue, gross margin, burn, runway, and cash. No query language and no pivot tables.

  3. Read the picture Joy returns

    Joy returns KPI tiles, a revenue trend, and a short read of what moved, with runway derived from cash against current burn so the numbers line up with each other.

  4. Follow up and take it where you work

    Ask a follow-up to break a line down or compare against last quarter, then copy the figures into the board deck, the investor update, or wherever the numbers need to land.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

The metrics that matter

Revenue, gross margin, net burn, runway, and cash in one view, each read fresh from your accounting system when you ask.

Runway that ties out

Runway is derived from cash against current burn, so the headline number is consistent with the figures beside it rather than a separate estimate.

A read of what moved

A short written summary that names the two or three things that actually changed this month, not just the numbers on their own.

Drill into any line

Follow up to break revenue down by product line, pull the detail behind burn, or compare against last quarter in the same thread.

Board pack view

Pull the same headline metrics plus quarter-to-date figures into a snapshot you can drop into the board deck.

By business unit

Ask for revenue and margin broken out by product line, region, or business unit to see where the growth is coming from.

Cash and burn focus

Narrow the read to cash, net burn, and runway when the question is only how much time the current balance buys.

Quarter over quarter

Compare this month against the same month last quarter to separate a real trend from a seasonal bump.

Frequently Asked Questions

Is this a live board or a read I ask for?

It is an on-demand read. You ask in chat, Joy pulls the latest figures from your accounting system at that moment, and returns the metrics. It is not a standing dashboard that refreshes on its own between questions.

Does it refresh on its own or send me updates?

No. There is no scheduled refresh, no email or Slack push, and no alerts. You decide when to look by asking, and Joy answers with the numbers as they stand right then. Nothing arrives unless you request it.

What data does it need?

Read-only access to your ERP or accounting system: the general ledger, revenue and COGS, operating expenses, and cash balances. Joy reads these to compute revenue, gross margin, net burn, runway, and cash, and never writes anything back.

How is runway calculated?

Runway is cash divided by current net burn, so it stays consistent with the other tiles. In the example, $7.6M of cash against $420K of monthly burn works out to roughly 18 months. Ask a follow-up to run it against a different burn assumption.

Can I break a metric down further?

Yes. Ask a follow-up in the same thread and Joy re-reads the data to break revenue down by product line or region, show the detail behind the burn figure, or compare this month against last quarter.

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