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LKB-99
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financial-dashboard

Create interactive financial dashboards from CSV, database, and API data sources.

Updated Aug 23, 2026
Search Tags:#analytics#dashboard#reporting#visualization#finance#data-integration#kpi
One-click install
npx skills add https://github.com/LKB-99/manus-auto-skills --skill financial-dashboard
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-dashboard
Source: https://github.com/LKB-99/manus-auto-skills/tree/main/financial-dashboard
Command: npx skills add https://github.com/LKB-99/manus-auto-skills --skill financial-dashboard

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Create, manage, and analyze financial dashboards to monitor financial health and visualize data across personal and business contexts.

Core Features & Use Cases

  • Data integration and processing: Connects to CSV/Excel files, databases, and APIs to collect financial data, cleans it, and structures it for analysis.
  • KPI tracking and reporting: Defines and tracks personal and business KPIs such as net worth, cash flow, MRR, CAC, LTV, and cash runway.
  • Interactive visualizations and customizable dashboards: Generates line, bar, pie charts, tables, scorecards, and enables fully configurable dashboard layouts with optional alerts.

Example: A personal finance dashboard to monitor net worth, expenses, and savings, or a SaaS dashboard for MRR, churn, and CAC.

Quick Start

Connect your data sources, choose your KPIs, and generate the dashboard.

Frequently Asked Questions about financial-dashboard

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create an interactive financial dashboard from multiple data sources?▼

You can create a financial dashboard by connecting data sources like CSV files, databases, or APIs, then selecting KPIs for tracking. The system cleans and structures the collected data to generate interactive visualizations and customizable layouts.

Can I track business KPIs like MRR, CAC, and cash runway in a reporting dashboard?▼

Yes, you can track business KPIs like MRR, CAC, LTV, churn, and cash runway in a reporting dashboard. The system calculates these metrics from your integrated data sources to help monitor SaaS performance and financial health.

Does this financial dashboard tool work with CSV and API data integration?▼

Yes, this financial dashboard tool supports data integration with CSV files, Excel files, databases, and APIs. It collects financial data from these sources, cleans it, and structures it for analysis and KPI tracking.

What is the best way to visualize personal finance data for budgeting and net worth tracking?▼

The best way to visualize personal finance data is by generating a customizable dashboard with line, bar, and pie charts, plus scorecards. This approach structures integrated data to monitor net worth, expenses, and savings effectively.

Are there limitations when building customizable dashboards with alert configurations?▼

Available metadata does not detail specific limitations for building customizable dashboards. However, it confirms you can configure dashboard layouts and set optional alerts while generating visualizations from your connected financial data sources.

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