Drop your financials here
Upload the LPFC intake template or any Excel file with P&L data.
Claude will parse the sheet structure automatically.
.xlsx
.xls
Annual P&L
Monthly P&L
EBITDA Bridge
Flags
Job Data ✦ AI
What this dashboard reads from your Excel:
📋 Annual P&L sheet
Revenue, COGS, OpEx line items by fiscal year. Auto-detects column headers for FY2020–TTM/Budget.
📅 Monthly P&L sheet
Monthly revenue, EBITDA, and margin trend. Renders sparkline and trailing 12-month view.
⚡ EBITDA Bridge sheet
Reported → Adjusted EBITDA with add-backs and deductions. Renders waterfall-style bridge.
🤖 Job Data sheet AI
Paste raw job data in any format. Claude reads the columns and produces a structured analysis: service mix, customer concentration, job size, referral breakdown, and flags.
Overview
Key financial metrics at a glance
Revenue & EBITDA Trend
Margin Profile
P&L Summary
All figures $000s · Click values to edit
Annual P&L
Full income statement spread by fiscal year
Click any blue cell to edit values inline
Monthly Trend
Month-by-month P&L spread and trailing charts
Monthly Revenue vs. EBITDA
Monthly P&L Detail
$000s
EBITDA Bridge
Reported → Adjusted EBITDA reconciliation
Reported EBITDA
—
Adjusted EBITDA
—
Adjustment Detail
Click amounts to edit
Flags & Anomalies
Items requiring analyst review before presenting
Job Data Analysis
AI-powered analysis of raw job/project data
Deal Information
Metadata from the intake template