Build Walkthroughs

Real dashboards on synthetic data — not case studies we can't back up.

Every walkthrough below is a live, clickable dashboard: what the numbers looked like before, what we modeled, and what leadership gets back. Real client stories get added here — with permission — as the practice grows.

01

Practice KPI

Realization, WIP, AR aging, and billing for a 4-partner CPA firm

Practice KPI Dashboard

Before

Partners were flying blind until month-end. Realization, WIP, and AR aging lived in separate spreadsheets, each updated by a different person, and rarely agreed.

What we built

A live dashboard models the practice from QBO and practice-management data — realization, WIP balance, AR aging buckets, and monthly billings, with per-partner drill-down. One shared URL, always current.

4 partners each with a drill-down view
5 KPIs realization, WIP, AR, billings, collections
1 URL shared, always current
0 exports no month-end spreadsheet scramble
Open Dashboard
02

Forecast

Actuals, projection, variance band, and reserve floor

13-Week Cashflow Forecast

Before

Cashflow models built in Excel went stale within a week, so the forecast only surfaced during a crisis — too late to act on.

What we built

A rolling 13-week forecast pulls live actuals and aging, projects the balance with a best/worst variance band, and flags the week a tight balance nearly breaches the reserve floor.

13 weeks rolling forward projection
$29K projected low the model surfaces early
1 band best and worst case around the line
0 stale refreshed from live data, not memory
Open Dashboard
03

BI Dashboard

Revenue, pipeline, marketing, AR, and account health

B2B Growth Command Center

Before

Past dashboard work contained sensitive company data, so the public site needed a portfolio-safe way to show real analytics judgment without exposing anything private.

What we built

A synthetic B2B operating dataset powers an executive dashboard: revenue trend, weighted pipeline, channel ROI, invoice aging, and renewal risk in one modeled view.

18 mo synthetic operating history modeled
6 views revenue, sales, marketing, AR, ops, accounts
0 client records or confidential screenshots used
1 URL site-ready interactive portfolio asset
Open Dashboard
04

Reporting

P&L trend, margins, and variances, per client

Monthly Reporting Package

Before

The same monthly report was rebuilt by hand from exports every close — hours of formatting, and the numbers shifted depending on who built it.

What we built

After each close, the package pulls the same source data, shows the P&L trend, margins, and variances, and delivers a branded snapshot. You review the numbers instead of rebuilding them.

After close generated on schedule, every month
1 snapshot branded, per client
0 exports no manual spreadsheet rebuild
Review you approve, you do not rebuild
Open Dashboard

About These Walkthroughs

Synthetic data now. Real client proof as the practice grows.

These are build walkthroughs on clearly-labeled synthetic data, not public client case studies. They give you a concrete, clickable view of the dashboards 5 Cypress builds — without borrowing logos or inventing proof we can't stand behind.

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