Use case
Spot cost growth before the board pack does
Month-end close takes days. Costs grow faster than revenue, and nobody sees it until the board pack.
For: Finance leads, CFOs and founders
Why it matters
By the time the numbers reach a slide, the overspend has already run for a quarter.
Ask in order
Three questions that answer it
Ask them in this order. Each answer sets up the next question.
What were revenue, costs and gross margin by month this year?
Puts revenue, cost and margin on one monthly view.
Which expense categories grew faster than revenue this quarter?
Flags the categories that are outgrowing the business.
Which vendors account for 80% of spend?
Shows the short list of vendors worth renegotiating.
The numbers in these questions are examples. Use the thresholds and time windows that fit your team.
Then follow up
Ask about the chart, not the whole file again
Follow-up questions build on what is already on the canvas, so you don't restate the dataset or the time window.
Break the fastest-growing expense category down by vendor.
Shows who to call first.
Data you need
A ledger or expense export with date, category, department, vendor and amount, plus monthly revenue.
Decision it drives
Which cost line to cut or renegotiate, and how many months of runway remain.
Check the answer
Check every number before you act on it
Open the query behind any chart to see how a number was worked out and which figures it came from. When a question could mean two things, such as gross or net revenue, DashboardGPT asks you which one you mean.
Open the query behind gross margin to see which costs it includes.
FAQ
Common questions
More use cases
Run these three questions on your own export
The playground runs on demo SaaS, e-commerce and website data, so it shows how answers work rather than these exact questions. To ask them of your own export, create an account and upload it. Every new account starts on a free 15-day Team trial, with no card required.