Create a budget dashboard in under 5 minutes by harnessing the power of Lido. Enter your details in the box below to get started!
Visualize Income and Expenditure in Real-Time: Get real-time data on income and expenditure so you can ensure you are staying on budget across company departments and correct any deviations from your budget.
More Effective Capital Allocation: Discover areas of your company that require more capital allocation based on real-time data and allocate resources behind outcomes with the highest return.
Highlight Overspending and Underspending: Through a set of budget-related KPIs, you can identify the portions of your business where you are spending too much or too little and correct issues early instead of at the end of the financial quarter.
Maximize ROI: It allows you to identify future trends and uncover insights so you can reduce spending on low yielding aspects of your company and optimize the highest ROI parts of your company.
Make Better Decisions: By having access to real-time data you can spot insights instead of getting lost in a sea of data and financial reports.
After creating an account in Lido, you only need to do two steps to create a dashboard:
Step 1: Connect data sources to Lido
Click Data on the upper-left corner of Lido to select the source.
Follow the instructions on entering access info and selecting the data columns to import in the Dataset Editor. Once you have finished selecting your data, click Save dataset & edit view in the top right corner. The data is now loaded to your Lido spreadsheet.
Step 2: Set up a dashboard
First set up the formulas for the budget-related KPIs. Lido functions are similar to that of Google Sheets, so you can apply to Lido what you have learned in our tutorials.
After loading the data, click the Dashboard on the top of the Lido spreadsheet, then click the Components tab on the right side. Drag-and-drop components and add data to them.
Once you have finished constructing your report, click Preview on the upper-right corner to see how it will look once deployed.
Share your real time dashboard throughout your company!