Interactive Demos

Interactive finance and analytics demos

A curated set of tools and concepts exploring planning, forecasting, reporting, and workflow design.

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About this page

A few examples of how I think and build

These demos showcase the kinds of tools, workflows, and decision-support experiences I like to create. Some are lightweight prototypes, some are more developed concepts, and all are meant to make finance and analytics work clearer, faster, and easier to use.

Featured Demos

Nine tools worth exploring

Live Interactive Demo

Variance Analysis Heatmap

An interactive heatmap that makes P&L variance analysis faster and more actionable — drill into any line item to see exactly what's driving the number.

Launch Prototype
FINANCE WORKFLOW HEATMAP Close Reporting Forecast Budgeting AR / AP Analytics Manual Semi-Auto Automated Effort Risk HIGH EFFORT Automate this first Low Medium High
FREQUENCY ↑ FEATURE DEPTH → LOW MID HIGH HIGH MID LOW Creature of Habit Frequent, shallow Rising Star Frequent, growing Power User Frequent, deep Passive User Occasional, surface Core User Solid, stable Specialist Deep, infrequent At Risk Low signal, low depth Lapsed User Was engaged, quiet Dormant Expert Knows it, not using it
Interactive Framework

Nine-Box Product Adoption Framework

Map users by usage frequency and feature depth to reveal nine archetypes — each with a clear interpretation and recommended actions for CS, product, and expansion teams.

Product Adoption User Segmentation CS Strategy NRR
Open Prototype
CUSTOMER ADOPTION FUNNEL Purchased 12 customers · 100% First Login 11 · 92% Onboarding Started 10 · 83% Onboarding Complete 8 · 67% First Key Action 6 · 50% Active — Core Features 4 · 33% Power Adopter 3 stuck 7d+
Interactive Funnel

Customer Adoption Funnel

Track every customer from purchase to full adoption across 7 stages. Spot who is stuck at 7+ days, click into any stage to see the customer list, and pull up a full profile with stage history, feature usage, and a one-click outreach CTA.

Customer Success Product-Led Growth Churn Prevention Onboarding
Open Prototype
CORE FEATURES ADVANCED PREMIUM Cascade HQ Luminary Vertex Labs Onyx Analytics Flowstate Drift & Co Meridian Active Warm Stale Never used
Interactive Scorecard

Feature Adoption Scorecard

Compare customers side-by-side across 15 FP&A features — weighted by tier, colored by recency. Spot unused features, rank accounts by adoption score, and surface the right CS action for every gap.

Product Adoption Customer Success NRR Churn Prevention
Open Prototype
HEADCOUNT SCENARIO PLANNER Base Plan Hiring Freeze RIF Comp Increase 60 50 40 Apr Jun Aug Oct Dec Feb BASE 24 mo FREEZE 29 mo +5 RIF 15% 31 mo +7 COMP +8% 21 mo -3
Interactive Planner

Headcount Scenario Planner

Model a Hiring Freeze, RIF, or Comp Increase against your base plan. Compare up to 3 scenarios side-by-side with live sliders — and see the direct impact on cash runway and headcount trajectory across 12 months.

FP&A Headcount Scenario Planning Cash Runway
Open Prototype
CHURN EARLY WARNING DASHBOARD ACCOUNT RISK HEALTH SCORE SIGNALS Meridian Capital HIGH 1.6 Drift & Co HIGH 1.9 Onyx Analytics MEDIUM 2.8 Cascade HQ LOW 4.5 MERIDIAN CAPITAL · SIGNAL BREAKDOWN Champion Strength 1/5 Executive Engagement 2/5 Sentiment & Tone 1/5 ACTION 01 Schedule exec sponsor call within 2 weeks. ACTION 02 Co-create ROI story document with champion. Critical (1-2) Watch (3) Healthy (4-5)
Interactive Dashboard

Churn Early Warning Dashboard

A 12-signal scoring model across all active accounts — ranked by churn risk. Click any account to see the full signal breakdown, early warning signs triggered, and prioritized recommended actions.

Customer Success Churn Prevention Account Health NRR
Open Prototype
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 REVENUE MODEL WIZARD
★ Signature Demo

Revenue Model Wizard

An interactive tool for exploring revenue scenarios across pricing, customer growth, churn, and plan assumptions.

FP&A SaaS Scenario Planning Forecasting
Open Prototype
Category Budget Actual Δ Personnel $1,240,000 $1,198,000 ▲ 3.4% Software & Tools $180,000 $194,000 ▼ 7.8% Marketing $320,000 $310,000 ▲ 3.1% G&A $95,000 $91,200 ▲ 4.0% Total OpEx $1,835,000 $1,793,200 ▲ 2.3% BUDGET BUILDER
Planning

Budget Builder

A lighter, more guided way to build operating plans and pressure-test key budget assumptions.

Budgeting Planning Finance Ops
Open Prototype
Jan Mar May Jul Sep Nov Engineering Sales Marketing Cust. Success 3 hires · Q1 2 hires · Q1–Q2 1 hire · Q2 2 hires · Q3 Burn impact: $1.4M annualized HEADCOUNT PLANNING
Workforce

Headcount Planning Demo

A planning experience for modeling hiring timelines, team changes, and the cost impact of workforce decisions.

Headcount Workforce Planning Runway
Open Prototype
Finance Ops Close AR/AP Report Forecast Budget Analytics AUTO CFO AUTOMATION MAP
Systems

CFO Automation Map

A visual concept showing where finance workflows can be streamlined, automated, or redesigned for better decision support.

Automation Finance Systems Workflow Design
Open Prototype
What these demos are meant to demonstrate

Not just mockups for the sake of mockups

These are examples of how finance and analytics problems can be translated into clearer workflows and more useful tools.

Finance thinking

Grounded in planning, modeling, reporting, and decision support

Product thinking

Turning complex business needs into simpler user experiences

Workflow design

Structuring information so teams can move faster and with more confidence

Practical use cases

Focused on real planning, operating, and analytics problems

Let's Talk

Interested in building something like this?

I work with teams exploring finance tooling, planning workflows, analytics experiences, and decision-support concepts.

Visit BuildFinLabs.com [email protected]