Traditional static reports often fall short in delivering the insights needed by various stakeholders. However, with the help of AI, you can transform raw financial data into interactive, dynamic dashboards that allow for deeper analysis and better communication.

In this tutorial, you’ll learn how to create visually compelling, interactive financial reports using generative AI tools like Claude. These reports will help stakeholders easily grasp complex financial information, making data-driven decision-making more accessible.

Key Objectives

By the end of this tutorial, you will be able to:

1. Upload and prepare financial data for AI-powered visualization.
2. Build an interactive income statement dashboard.
3. Create a detailed and responsive balance sheet overview.
4. Develop a dynamic cash flow analysis tool.
5. Design a financial health scorecard that summarizes key performance metrics.

Preparing your financial data

Before building interactive financial dashboards, you'll need to gather and upload your financial data. For this tutorial, we’ll use key documents such as:

• Income statement
• Balance sheet
• Cash flow statement

In this tutorial we'll use the financial data from Meta.

Give everything you have to Claude, and then use the following prompt:

I have uploaded my company's financial data. Analyze these files and summarize key financial figures, such as total revenue, net income, assets, and operating cash flow. Generate this as an interactive, sortable table.

Once your summary table is generated, it will act as a foundation for building more detailed financial dashboards. The ability to sort and filter will enable deeper analysis and a quicker understanding of financial performance.

You might often get the following error (or a similar one):

When this happens, just copy/paste the error message and give it to Claude, who will correct his mistake.

Tip: Consider including segmented financial data for different divisions of your business to enrich the visualizations with segment-level insights.

Building an income statement dashboard

Next, we’ll create a visually interactive income statement dashboard. This will help you display the breakdown of your company’s revenues, expenses, and net income in a way that’s easy to understand.

Use the following prompt:

Using the financial data from our income statement, create an interactive dashboard.

Include:
1. A bar chart showing revenue breakdown by major categories, with the ability to sort bars by value
2. A waterfall chart displaying how major expense categories impact net income, with interactive tooltips showing values and percentages

Make the dashboard responsive and use a professional, easy-to-read color scheme. Add a toggle to switch between absolute values and percentages for both charts.

This visualization helps decision-makers grasp the main revenue streams and how expenses influence the bottom line.

Developing a balance sheet overview

For this step, we’ll create an interactive representation of your company’s assets, liabilities, and equity. This tool provides a snapshot of your organization’s financial stability.

Use the following prompt:

Create an interactive balance sheet dashboard, including:
1. A stacked bar chart breaking down assets, liabilities, and equity.
2. A click-to-expand feature for subcategories.
3. A section for financial ratios like the debt-to-equity ratio.

With this balance sheet visualization, stakeholders can explore key financial components and ratios to assess the company's solvency and leverage.

Crafting a cash flow analysis tool

Understanding how cash flows through your business is critical for evaluating liquidity. In this step, you’ll create a dynamic dashboard that lets stakeholders visualize and interact with your company’s cash flow.

Use the following prompt:‍

Create a dynamic cash flow analysis tool. Include:

1. A bar chart showing net cash flows from operating, investing, and financing activities
2. A pie chart displaying the breakdown of major cash inflows and outflows
3. Interactive elements to highlight related items across both charts when hovering over a segment

Make the charts responsive and add a legend explaining the color coding for different types of cash flows.

This tool will allow users to see how cash enters and exits the business, supporting better financial planning and liquidity management.

Designing a financial health scorecard

The final step is to create a financial health scorecard, which compiles key financial ratios and metrics into one interactive, easy-to-read dashboard.

Use the following prompt:‍

Generate a financial scorecard featuring:

Key financial ratios such as Return on Equity (ROE), Profit Margin, and Inventory Turnover.
Bullet charts comparing these metrics against industry benchmarks.
Interactive tooltips explaining each ratio’s significance.

This scorecard offers a concise overview of your company’s financial standing, providing stakeholders with a high-level performance snapshot.

Final Tips

• Test thoroughly: Ensure your reports are functioning as intended on various devices and gather feedback from different teams.
• Iterate and improve: As you become more familiar with the tools, enhance your reports by adding custom elements, deeper insights, or even predictive financial models.

You now have a set of powerful, interactive financial dashboards that make financial data accessible and actionable for stakeholders.

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