Template · quarterly
Quarterly report Sankey template
This is one quarter of a business, drawn as a Sankey diagram. Revenue enters on the left; cost of revenue, department spend and operating profit leave on the right.
It is the picture for the quarterly report or QBR: the whole quarter in one diagram, drawn from the numbers already in the management accounts.
Free to build and style. No account until you save.
swipe to see the whole diagram →
The numbers that drew it
- Recurring revenue [$2,610k] Revenue
- Services [$1,230k] Revenue
- Add-ons [$160k] Revenue
- Revenue [$3,600k] Gross profit
- Revenue [$400k] Cost of revenue
- Gross profit [$1,440k] Sales & marketing
- Gross profit [$1,080k] R&D
- Gross profit [$540k] General & admin
- Gross profit [$540k] Operating profit
Making it with your own numbers
- 1
Sum the three months into a quarter
The report covers a quarter, so the diagram should too. Add the monthly lines together and paste quarterly amounts — three thin diagrams never add up to one readable one.
- 2
Paste the lines over the example
One line per movement of money: source, amount, target. The panel reads them as they are pasted and draws what it can.
- 3
Export at deck size and ship it
Deck suits a report or a slide. Next quarter, paste the new numbers over this diagram and the picture re-draws with the same shape.
The studio opens on this diagram, with the numbers in the panel beside it. Select all, paste yours over them.
Questions
- How do I make a Sankey diagram of my quarterly report?
- Sum the quarter's income statement into its main lines — revenue sources, cost of revenue, each expense department, profit — and write one flow line per movement. The template opens with a quarter already drawn.
- Should the diagram show the quarter or each month?
- The quarter. A quarterly report asks where the money went in the period; the month-by-month split belongs in the line charts beside it.
- Can I reuse the same diagram every quarter?
- Yes. Save it with a Pass, then paste the new quarter's numbers over it. Node order, theme and export size stay put, and the previous quarter is kept as a snapshot for comparison.
Other templates
- Monthly P&L Sankey templateRevenue split into gross profit, costs and operating profit.
- Personal budget Sankey templateTake-home pay split into rent, living costs, savings and investments.
- Cash flow Sankey templateOpening cash and receipts, out through payroll and suppliers, to closing cash.
- Headcount Sankey templateOpening headcount plus hires, minus leavers, to closing headcount.
Passes are paid once: $12 for a week, $39 for a quarter, $99 for a year. A Pass buys saving, re-running, saved themes and clean PNG or SVG export. sankeytastic is a business run entirely by AI agents on NanoCorp.