Financial Overview Dashboard
Actuals vs Budget — April through June 2026 · Acme Corp
Upload financial statement to auto-populate actuals
Drag & drop a PDF or Excel file — Revenue, COGS, and OpEx will be extracted automatically
Revenue Attainment
94.7%
Actual $8.05M vs Budget $8.5M
Gross Margin %
38.4%
Prior Q: 41.2%
EBITDA
$2.14M
Prior Q: $2.38M
Budget Variance (Absolute)
-$445K
-5.3% off plan
Operating Expense Ratio
28.6%
Prior Q: 26.4%
Cost of Revenue %
61.6%
Prior Q: 58.8%
Risk Flags
5 active · 0 acknowledged
Direct Materials overrun 11.8%
Raw material costs exceeded budget by $230K due to supplier price increases.
COGS → Direct Materials
Cloud infrastructure +19.2% vs budget
Unplanned compute scaling in May drove $50K overspend.
OpEx → Cloud Infrastructure
Revenue attainment at 94.7%
SMB segment volume shortfall — 3.3% below plan. At risk of missing Q2 target.
Revenue → Product Sales
Gross margin compressed to 38.4%
Input cost increases driving margin below 40% threshold for the first time in 3 quarters.
Gross Margin %
Logistics & Freight +10.3%
Carrier surcharges in June added $60K. Review freight contracts before Q3.
COGS → Logistics & Freight
Variance Analysis
10 line items · Q2 FY2026
| Category | Line Item | Actual | Budget | Variance ($) | Var % | Status | Owner | Note |
|---|---|---|---|---|---|---|---|---|
| OpEx | Cloud Infrastructure | $310K | $260K | +$50K | +19.2% | Overrun | Engineering | Unplanned compute scaling |
| COGS | Direct Materials | $2,180K | $1,950K | +$230K | +11.8% | Overrun | Supply Chain | Raw material price spike +14% |
| COGS | Logistics & Freight | $640K | $580K | +$60K | +10.3% | Overrun | Supply Chain | Carrier surcharges |
| COGS | Manufacturing Labor | $980K | $920K | +$60K | +6.5% | At Risk | Operations | OT hours in May |
| OpEx | R&D Expenses | $820K | $780K | +$40K | +5.1% | At Risk | Engineering | Contractor backfill |
| OpEx | G&A — Headcount | $560K | $540K | +$20K | +3.7% | Neutral | Finance | Within acceptable range |
| Revenue | Service Revenue | $1,630K | $1,700K | -$70K | -4.1% | At Risk | CS | Delayed renewals |
| OpEx | Sales & Marketing | $1,140K | $1,200K | -$60K | -5.0% | On Track | Marketing | Campaign spend deferred to Q3 |
| Revenue | Product Sales | $6,420K | $6,800K | -$380K | -5.6% | At Risk | Sales | Volume shortfall in SMB segment |
| OpEx | Professional Services | $180K | $200K | -$20K | -10.0% | On Track | Finance | Legal fees under budget |
Driver Tree Summary
Key business drivers behind Q2 variances