Financial Transaction Dashboard

📅 January 1-4, 2026
✓ 1 duplicate removed
Total Income
$15,000.00
↑ Revenue Stream
Total Expenses
$2,324.00
Operating Costs
Net Income
$12,676.00
↑ Strong Performance
Profit Margin
84.51%

Income vs Expense Structure

Financial Overview

Total Transactions
4
Average Transaction
$4,331.00
Expense Ratio
15.49%

Expense by Category

Expense by Vendor

Expense by Account

Daily Financial Trends

Transaction Details

Date Transaction ID Account Category Vendor Type Amount
2026-01-01 T001 Marketing Advertising Expense Google Expense $1,200.00
2026-01-02 T002 Marketing Advertising Expense Meta Expense $800.00
2026-01-03 T003 Operations Sales Revenue Stripe Income $15,000.00
2026-01-04 T004 Finance Office Expense Staples Expense $324.00

💡 Business Insights

Primary Cost Driver: Advertising represents 86% of total expenses, indicating a strong focus on customer acquisition and brand visibility.
Financial Health: Strong profit margin of 84.51% indicates healthy financial performance and efficient cost management.
Departmental Spending: Marketing department accounts for the majority of spending, reflecting strategic investment in growth initiatives.
Revenue Diversification: Single income source (Stripe) presents concentration risk. Consider diversifying revenue streams to reduce dependency.
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