Cash Flow Visualization & Sankey Charts

Cash Flow Visualization

The Cash Flow Visualization plugin adds interactive Sankey (alluvial flow) charts to valuation details, showing revenue flow visualization from sources to total valuation. Transform complex financial data into visual insights with interactive flow diagrams that make revenue tracking, payment schedules, and financial forecasting intuitive. Perfect for financial analytics and professional presentations.

Overview

Plan Required: Professional or Enterprise plan Permission Required: Automatically available with plan

What it does: Adds interactive Sankey (flow) charts to valuation details showing revenue flow visualization. Where it appears: Valuation Details page → Sales section (configurable position) Author: Valiyou

Chart Types

Sankey (Alluvial Flow) - Recommended

What it shows:

Flow of revenue from sources to categories to total
Visual representation of how different revenue streams contribute
Width of flows proportional to amounts
Interactive hover tooltips with exact values

Best for:

Visualizing revenue composition
Identifying major revenue sources
Understanding value distribution
Professional presentation

Waterfall

What it shows:

Sequential breakdown of revenue components
Cumulative effect of each category
Step-by-step buildup to total valuation

Best for:

Sequential analysis
Traditional financial reporting
Showing incremental contributions

Custom

Configure your own visualization style with custom settings.

Configuration

Step 1: Enable Plugin

Navigate to Platform → Plugins
Find “Cash Flow Visualization (Sankey)” card
Click “Enable” button
Wait for status to change to “Enabled”

Step 2: Configure Chart

Click gear icon (⚙️) in plugin card header
Configuration modal opens

Configuration Options:

Chart Type

Sankey (Alluvial Flow) - Recommended
Waterfall - Traditional waterfall chart
Custom - Custom visualization

Chart Height

Number of pixels (default: 600px)
Recommended range: 400-800px
Larger height = more vertical space for flows

Color Scheme

Default (Multi-color) - Different colors for each category
Blue - Single color palette (blues)
Green - Single color palette (greens)
Purple - Single color palette (purples)
Custom - Define your own colors

Chart Position

Before Sales Details - Recommended, appears above sales breakdown
After Sales Details - Appears below sales breakdown
Top of Page - Very first element on page
Bottom of Page - Very last element on page

Display Options

Checkboxes (all checked by default):

☑️ Show Legend - Display color legend
☑️ Show Tooltips - Interactive hover tooltips
☑️ Show Labels - Data labels on flows
☑️ Enable Interactivity - Click/hover interactions

Animation Duration

Milliseconds (default: 300ms)
Recommended range: 100-500ms
Higher value = slower, smoother animation

Step 3: Save Configuration

Click “Save Configuration” to apply changes.

Live Preview: Changes apply immediately to all valuation pages. Open any valuation to see the updated chart.

Using Cash Flow Visualization

Step 1: Navigate to Valuation Details

Go to Valuations → Click any valuation

Step 2: Locate Sankey Chart

The chart appears at the configured position (default: before Sales Details section).

Step 3: Interact with Chart

Hover over flows:

See exact amounts and percentages
Highlight specific revenue streams
Tooltip shows: Source → Target: Amount (%)

Click on flows:

Focus on specific revenue stream
Dim other flows for clarity
Click again to reset

Legend:

Shows all categories and colors
Click legend items to toggle visibility
Useful for focusing on specific categories

What the Chart Shows

Revenue Sources

Sales Revenue:

Transfers (Player Sales)
Merchandise Sales
Ticket Sales

Media Revenue:

Print Media
Digital Media
Social Media
Broadcast Media

Brand Revenue:

Brand Exposure
Sponsorship Coverage
Marketing Value

Flow Structure

Revenue Sources → Categories → Total Valuation
      ↓               ↓              ↓
   Individual    Sales/Media/   Final Total
    Amounts       Brand         (summed)

Customization Examples

Minimalist Configuration

Goal: Clean, simple chart with minimal distractions Settings:

Chart Type: Sankey
Height: 500px
Color Scheme: Blue
Position: Before Sales Details
Show Legend: ❌ Unchecked
Show Tooltips: ✅ Checked
Show Labels: ❌ Unchecked
Enable Interactivity: ✅ Checked
Animation: 200ms

Detailed Analysis Configuration

Goal: Maximum information for deep analysis Settings:

Chart Type: Sankey
Height: 800px
Color Scheme: Default (Multi-color)
Position: Before Sales Details
Show Legend: ✅ Checked
Show Tooltips: ✅ Checked
Show Labels: ✅ Checked
Enable Interactivity: ✅ Checked
Animation: 300ms

Presentation Mode

Goal: Professional for client presentations Settings:

Chart Type: Sankey
Height: 700px
Color Scheme: Purple (brand colors)
Position: Top of Page
Show Legend: ✅ Checked
Show Tooltips: ✅ Checked
Show Labels: ✅ Checked
Enable Interactivity: ❌ Unchecked (static)
Animation: 500ms (smooth)

Benefits

Visual Clarity

Understand revenue composition at a glance

Professional Presentation

Impress stakeholders with interactive visualizations

Interactive Exploration

Drill down into specific revenue streams

Customizable Appearance

Match your brand colors and style

Troubleshooting

Sankey Chart Not Showing

Check:

✅ Plugin enabled (green “Enabled” badge)
✅ Professional/Enterprise plan active
✅ Viewing Valuation Details page (not list)
✅ Chart position setting (might be bottom of page)

Fix:

Enable Cash Flow Visualization plugin
Upgrade plan if needed
Open a single valuation details page
Check configuration position setting
Scroll down if position set to bottom

Chart Too Small/Large

Problem: Chart height doesn’t fit your needs Fix:

Open plugin configuration
Adjust Chart Height value:
- Too small: Increase to 700-800px
- Too large: Decrease to 400-500px
Save configuration
Refresh valuation page

Colors Don’t Match Brand

Problem: Default colors don’t match your brand Fix:

Open plugin configuration
Select Color Scheme:
- Blue: Corporate blue palette
- Green: Success/growth theme
- Purple: Premium/luxury theme
- Custom: Define your own (future)
Save configuration

Chart Not Interactive

Problem: Hover/click not working Fix:

Open plugin configuration
Check Enable Interactivity is checked ✅
Save configuration
Refresh valuation page
Clear browser cache if still not working

Chart Blocks Other Content

Problem: Chart takes up too much space Fix:

Open plugin configuration
Reduce Chart Height to 400-500px
Uncheck Show Legend if not needed
Uncheck Show Labels to reduce clutter
Save configuration

Best Practices

1. Choose Right Chart Type

Use Sankey when:

✅ Visualizing revenue flow
✅ Showing relationships between sources
✅ Professional presentations
✅ Interactive exploration needed

Use Waterfall when:

✅ Sequential breakdown preferred
✅ Traditional financial reporting
✅ Showing incremental contributions

2. Optimize Chart Height

Guidelines:

400-500px: Compact view, less scroll
600px: Default, balanced
700-800px: Detailed view, more vertical space
900px+: Only for large screens, presentations

3. Balance Interactivity

Enable all options for:

Internal analysis
Data exploration
Training purposes

Disable some options for:

Client presentations (disable labels)
Print/PDF export (disable interactivity)
Minimal design (disable legend)

4. Match Your Brand

Use consistent colors across all valuations:

Choose color scheme that matches brand
Save configuration
All valuations use same style
Professional, consistent appearance

5. Position Strategically

Before Sales Details (default):

✅ Immediate visual impact
✅ Sets context for detailed breakdown
✅ Most logical flow (overview → details)

After Sales Details:

✅ Reinforces detailed numbers
✅ Summary visualization

Top of Page:

✅ Maximum visibility
✅ First thing users see

Bottom of Page:

✅ Doesn’t distract from main content
✅ Optional exploration

Frequently Asked Questions

Can I hide the cash flow visualization on specific valuations?

No, the plugin applies to all valuations when enabled. To hide:

Disable the plugin temporarily
Or position it at bottom of page
Future: Per-valuation toggle planned

Does the chart update when I edit valuation data?

Yes! The chart is generated from live valuation data. When you update sales, media, or brand values, the chart automatically reflects the changes on page refresh.

Can I export the Sankey chart as an image for reports?

Not directly. To export:

Take screenshot of chart
Or use browser print-to-PDF (includes chart)
Or right-click chart → “Save image as” (if available)

Future: Export button planned

Why is my cash flow chart all one color?

You selected a single-color palette (Blue, Green, or Purple). To get multiple colors: 1. Open plugin configuration 2. Select Default (Multi-color) color scheme 3. Save configuration

Can I customize individual revenue stream colors?

Not yet. Current color schemes:

Default: Automatic color assignment
Blue/Green/Purple: Single palette

Future: Custom color mapping planned

Does the cash flow visualization work on mobile devices?

Yes! The chart is responsive and works on mobile devices. However: - Smaller screen = less detail visible - Touch interactions replace hover - Consider reducing height for mobile (automatic)

How does cash flow visualization help with financial forecasting?

Cash flow visualization provides instant insights for financial forecasting by: - Showing revenue stream proportions and trends - Identifying major vs. minor revenue sources - Revealing payment schedule patterns - Helping predict future cash flow based on historical data - Making revenue tracking visual and intuitive

Can I track payment schedules with the Sankey chart?

Yes, the Sankey chart visualizes payment schedules by showing: - Revenue flow from different time periods - Payment timing and amounts - Distribution across revenue categories - Cash flow timing and patterns

What's the difference between Sankey and waterfall charts for financial analytics?

Sankey charts show flow and relationships between revenue sources, ideal for understanding revenue composition and tracking multiple streams simultaneously.Waterfall charts show sequential breakdown and cumulative effects, better for traditional financial reporting and showing how components add up to a total.Choose based on your financial analytics needs and presentation style.

Can I use cash flow visualization for budget planning?

Yes! Cash flow visualization is excellent for budget planning:

Compare actual vs. budgeted revenue streams
Identify over/under-performing categories
Visualize budget allocation across sources
Track variance from financial forecasts
Plan future budgets based on visual trends

Plugins Overview - All available plugins
Valuation Details - Full valuation page guide
Create Valuation - How to create valuations
Reports - Multi-valuation comparison