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Tallywell

Explore revenue, expenses, cash flow and outstanding invoices in a finance dashboard with editable sample records. Review charts, filter transactions and export reports as CSV files. Changes stay in the browser, with your own data source needed to use the dashboard for real business activity.

by Mythos·0 remixes

Key Highlights

Financial overview

Review revenue, expenses, profitability and cash flow in one workspace.

Editable demo records

Explore financial activity with sample transactions, invoice views and filters.

CSV reporting

Download the current demonstration records for review in a spreadsheet.

Focused finance pages

Move between an overview and dedicated views for each financial area.

Features & Capabilities

Explore the pages, interactions, and starting content included in this template.

About this template

Who it's for

For teams shaping an internal finance tool to review business performance, explore transactions and decide what their reporting workspace needs to show.

Make it yours

Replace the fictional business, accounts and transaction records with content appropriate to your use case. Adapt the colors and reporting views around the financial questions your team needs to answer.

Before publishing

The dashboard uses illustrative figures and invoices, with changes stored in the browser. Banking connections, authentication, payment processing and shared storage are not connected. Add your own authorized data source and account access before using it as a shared workspace for real business records.

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