Dashboards and reports

See margin at a glance, then drill to the ledger.

Charts above every report, saved dashboards for any dimension, and export to Excel.

  • Bridges from revenue to contribution, and of what changed between two months.
  • Trend lines, whale curves, and the most and least profitable customers, products or relationships.
  • Dashboards for any dimension, with the charts you choose. Pick the month when you open one.
  • Click any bar to see the results behind it, then trace each one back to the ledger.
  • Export any report, grid or dashboard to Excel, with real numbers and formats.
  • Everyone sees only the data they are entitled to, on every chart and export.
Relationship review ยท 2026-08Export to Excel
Revenue2,756,000
Cost to serve2,000,000
Contribution756,000
Relationships20
From revenue to contribution
TotalIncreaseDecrease
2.35MNet interest0.40MFees2.76MRevenue-0.90MCoverage-0.50MCash mgmt-0.42MPayments-0.18MServicing0.76MContribution
Sample commercial banking model. Click any bar in the product to see the results behind it.

See your own cost structure in ProfitKeel.

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