📊 Finance Dashboard Suite

SAP Trial Balance Formatter + P&L Dashboard — all in one place

📁 Trial Balance Formatter

  • Upload SAP/JDE trial balance CSV files
  • Apply account mapping (vlookup)
  • Download formatted Excel output
  • Handles UTF-16 SAP exports
  • Multiple periods supported

📊 P&L Dashboard

  • KPI cards — Revenue, GP, EBITDA, Net Profit
  • Hierarchical P&L with expand/collapse
  • Filter by Project & Region
  • Waterfall, donut & margin charts
  • Revenue stream YTD vs MTD breakdown
Current Session Status
Periods Loaded
0
None loaded
Mapping Codes
0
Upload in TB Formatter
Ready for Dashboard
No
Process TB first
👈 Start by going to TB Formatter — upload mapping Excel + SAP CSV, then click Process Files.
1
Upload Account Mapping File(s) optional
Excel with ACCOUNT CODE · Description · Main Category · SUB Category · Main Category 2
🗂️

Drop mapping Excel files here or click to browse

1b
Upload Region Mapping File optional — enables Project & Region filters
Excel with GL CODE · ORGANIZATION AS PER FINANCE · REGION — col A=GL CODE, col B=Organization, col C=Region
🗺️

Drop Region_wise_code.xlsx here or click to browse

2
Upload Trial Balance File(s)
Filename must start with DD-MMM-YYYY_ e.g. 30-Nov-2025_TB.csv
📁

Drop SAP Trial Balance CSV files here or click to browse

📊

No data loaded yet

Go to TB Formatter, upload mapping + CSV, then click ▶ Process Files