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Custom-built financial tracking system used to manage expenses, revenue streams, and margin planning for a product-based brand
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Related posts
Super Work
AI Finance Tracker App - Wallet Page
Clean interface 👏 The visual hierarchy around balance & transactions feels well structured. Curious — how did you decide which data gets primary emphasis on the wallet screen?
Most dashboards fail before they are even built.
Not because of bad charts.
Not because of wrong formulas.
Because the data underneath is structurally broken.
Here’s what I see often in small businesses:
• Dates stored as text
• Multiple columns for the same metric
• Inconsistent naming (Revenue / Sales / Total Sales)
• Manual copy-paste every week
• No clear data flow
Then they ask:
“Why doesn’t this dashboard update properly?”
A dashboard is just a mirror.
If the data structure is messy, the reflection will be distorted.
Before I build any report, I focus on 3 things:
Standardized column logic
Single source of truth
Repeatable data flow (no manual dependency)
Clean structure → Reliable metrics → Better decisions.
If your reporting feels fragile, the issue usually isn’t Excel.
It’s the foundation.
Completely agree. Dashboards amplify whatever foundation they sit on — messy data → misleading clarity. Standardization and single source of truth are massively underrated.
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