Financial Breakdowns
Report type key: financial_breakdowns_markdown
Configuration type: Financial
Group: Financial
Portfolio matrix, median-gap opportunity sizing, and slices of revenue/ARPU/margin/ROI by mapped dimensions and hierarchies.
How to get it
- Create and save a Financial configuration.
- Enable: Financial family breakdowns — dimension fields mapped.
- Run the job and wait until completed.
- Open Reports (
/reports), select that job, and choose this type.
Markdown viewer: /markdown/JOB_ID/financial_breakdowns_markdown
API: GET /reports/JOB_ID/financial_breakdowns_markdown
The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.
How to read
Quadrants are relative to this portfolio median. Uplifts across dimensions must not be summed. Unscored segments lack prior-period revenue.
Companion artifacts
| Key | Artifact |
|---|---|
financial_breakdowns_markdown | Markdown report |
financial_breakdowns_notebook | Jupyter notebook |
Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.
Related
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