Budget Dashboard

This template gives finance and operations teams a clean, focused way to track spending against budget. Import a CSV from any finance or CRM tool, map the columns, and immediately see totals, variances, and utilization across categories, departments, and periods.

It includes a public marketing page, email and Google authentication, a three-step onboarding flow, an organization-scoped dashboard, analytics charts, CSV import and export, team management, and a settings area. All data is isolated per organization so each workspace only sees its own budget entries.

Authentication is built in. Users sign up or log in, create or join an organization, and land in a guided onboarding flow. Admins can invite teammates, manage roles, and update workspace settings. Members can import and edit data they create, while viewers have read-only access.

Features & capabilities

Budget vs. actual dashboard

See total budgeted, total spent, variance, and utilization at a glance, with breakdowns by category, department, and period.

CSV import with column mapping

Upload any CSV and map columns to the app's fields. The importer guesses common header names and lets you correct them before importing.

Sample data seeding

Explore the dashboard immediately with realistic sample budget entries across multiple quarters.

Trend and variance analytics

View budget vs. actual trends over time and variance by department with responsive charts.

Top over/underspend rankings

Quickly identify the categories and departments that are most over or under budget.

Raw and rolled-up exports

Download raw entries or pre-rolled summaries by category, department, or period as CSV files.

Multi-tenant organizations

Each workspace is a separate organization with its own budget data and members.

Role-based access control

Admins manage members and settings. Members can import and edit their own entries. Viewers have read-only access.

Token-based team invites

Admins create secure invite links that expire in seven days and only work for the invited email address after sign-in.

Email and Google authentication

Built-in signup and login with email and password, plus Continue with Google for faster access.

Guided onboarding wizard

New workspaces go through a three-step onboarding flow: workspace basics, import or sample data, and team invites.

Public documentation page

A built-in docs page explains how the app works, roles, import and export, and remix instructions for new owners.

Responsive design

Works on desktop, tablet, and mobile with adaptive layouts and touch-friendly controls.

Best use cases

Quarterly budget reviews

Replace the static board deck with a live dashboard. Import the latest numbers, review variance by category and department, and export a rollup when you need to share.

Department spend tracking

Break down spending by department and period so each team can see its own utilization. The dashboard surfaces overspend and underspend automatically.

Leadership reporting

Send leadership a link instead of a screenshot. The dashboard stays current as you import new data, so the view is never out of date.

Cross-functional finance planning

Invite finance, operations, and department heads to the same workspace. Role-based access lets everyone see what they need without exposing admin controls.

Getting started

Step 1: Remix this template

Click "Remix" to create your copy. You'll have a working budget dashboard you can explore before adding your own data.

Step 2: Familiarize yourself with the project

Go to User > Settings > Knowledge, and read what's under "Project knowledge" to understand the intended architecture and access control model. You can also ask Lovable in the chat for more details.

Step 3: Customize your brand

Update colors, fonts, and your company name. The template uses a black-and-white design system that you can adjust to match your product or company identity.

Step 4: Add your budget data

Upload a CSV from QuickBooks, NetSuite, Salesforce, HubSpot, or any spreadsheet. Use the column mapper to align your headers, or seed sample data to explore the dashboard right away.

Step 5: Invite your team

Use the workspace invitation system to add team members. Assign roles to control who can manage settings, import data, or view reports.

Step 6: Go live

Deploy with one click and share the dashboard with your team. Lovable handles hosting and performance.

Step 7: Iterate and make it yours

Continue building and make any changes to the app to suit your team's exact workflows and reporting needs.