Dashboard Use Cases/Executive ReportingCFO/Finance Director

I need a report that tracks our rolling 13-week cash flow forecast — showing inflows, outflows, and net position by week with variance against last month's forecast.

Delivers a rolling 13-week cash flow projection to monitor liquidity and flag weeks where net cash position drops below safety thresholds.

Metrics & KPIs

Weekly cash inflowsweekly cash outflowsnet cash positionforecast varianceweeks of runway

Required Data

Bank balancesaccounts receivableaccounts payablepayroll schedulerecurring expenses

Data Sources

Finance SystemBilling/Payments

Works with tools like

NetSuiteQuickBooksXeroSageFreshBooksStripeChargebeeRecurlyPaddleZuora

How Bruin builds this

Bruin

Bruin AI Dashboards

I need a report that tracks our rolling 13-week cash flow forecast — showing inflows, outflows, and net position by week with variance against last month's forecast.

Bruin connects to your Finance System, Billing/Payments and builds the dashboard automatically.

It visualises Weekly cash inflows, weekly cash outflows, net cash position and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.