Dashboard demo

What your close could look like.

An interactive preview of a OneStream-style finance dashboard — KPIs, variance analysis, close tracking, and AI-assisted insights.

All figures are mock data for demonstration

Revenue

$142.8M

+8.2% vs prior year

Total costs

$98.4M

+3.6% vs budget

Operating income

$44.4M

+18.5% vs prior year

Close progress

78%

22 of 28 tasks complete

Budget vs actual by department Q4 FY2025

Finance $12.1M / $12.4M (97.6%)

Sales $28.6M / $26.0M (110.0%)

Engineering $34.2M / $35.0M (97.7%)

Marketing $15.8M / $13.5M (117.0%)

Operations $7.7M / $8.1M (95.1%)

Revenue by segment

P&L summary — Q4 FY2025 ON BUDGET

Line item	Actual	Budget	Var	Var %
Revenue	$142.8M	$138.0M	+$4.8M	+3.5%
COGS	($62.4M)	($58.0M)	-$4.4M	+7.6%
Gross profit	$80.4M	$80.0M	+$0.4M	+0.5%
SG&A	($24.8M)	($25.0M)	+$0.2M	-0.8%
R&D	($11.2M)	($12.0M)	+$0.8M	-6.7%
Operating income	$44.4M	$43.0M	+$1.4M	+3.3%

AI insights Demo

Variance alert

COGS +7.6% over budget, driven by raw material cost increases in the APAC region.
Revenue trend

Enterprise segment up 12% QoQ — strongest growth in three quarters.
Forecast risk

FX headwinds may reduce Q1 FY26 revenue by $2.1M without hedging.

Ask the AI assistant Demo

Demo: answers are pre-written for this page's mock data, not generated live.

Close task tracker — January 2026 DAY 8 OF 12

Task	Owner	Due	Status
Intercompany eliminations	J. Martinez	Jan 5	✓ COMPLETE
Revenue recognition review	S. Patel	Jan 6	✓ COMPLETE
Fixed asset roll-forward	M. Chen	Jan 7	✓ COMPLETE
Lease accounting (ASC 842)	R. Johnson	Jan 8	IN PROGRESS
Equity adjustments	A. Williams	Jan 9	IN PROGRESS
Tax provision calculation	K. Lee	Jan 10	NOT STARTED
Management reporting package	D. Brown	Jan 12	NOT STARTED
External audit deliverables	J. Martinez	Jan 15	NOT STARTED

Want reporting like this on your own numbers?

This is a preview of what OneStream can deliver. We design dashboards around your finance team's workflows.