> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cash Flow Visualization (Sankey)

> Advanced alluvial-style flow diagram showing valuation component breakdowns

<Frame>
  <img src="https://mintcdn.com/valiyou/79vGKWDxliC_M7_9/images/platform/plugins/cash-flow-sankey.png?fit=max&auto=format&n=79vGKWDxliC_M7_9&q=85&s=594ab029f4a3134063a4743e92745b39" alt="Cash Flow Sankey Chart" width="2732" height="2048" data-path="images/platform/plugins/cash-flow-sankey.png" />
</Frame>

The Cash Flow Visualization plugin adds interactive Sankey (alluvial flow) charts to valuation details, showing revenue flow visualization from sources to total valuation.

## Overview

<Note>
  **Plan Required**: Professional or Enterprise plan
  **Permission Required**: Automatically available with plan
</Note>

**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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/sankey-example.png" alt="Sankey Chart Example" />
</Frame>

**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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/waterfall-example.png" alt="Waterfall Chart Example" />
</Frame>

**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

1. Navigate to **Platform** → **Plugins**
2. Find "Cash Flow Visualization (Sankey)" card
3. Click **"Enable"** button
4. Wait for status to change to "Enabled"

### Step 2: Configure Chart

1. Click **gear icon** (⚙️) in plugin card header
2. Configuration modal opens

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/sankey-config-modal.png" alt="Sankey Configuration Modal" />
</Frame>

**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.

<Tip>
  **Live Preview**: Changes apply immediately to all valuation pages. Open any valuation to see the updated chart.
</Tip>

## Using Cash Flow Visualization

### Step 1: Navigate to Valuation Details

Go to **Valuations** → Click any valuation

### Step 2: Locate Sankey Chart

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/valuation-details/sankey-location.png" alt="Sankey Chart Location" />
</Frame>

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

<CardGroup cols={2}>
  <Card title="Visual Clarity" icon="eye">
    Understand revenue composition at a glance
  </Card>

  <Card title="Professional Presentation" icon="presentation">
    Impress stakeholders with interactive visualizations
  </Card>

  <Card title="Interactive Exploration" icon="hand-pointer">
    Drill down into specific revenue streams
  </Card>

  <Card title="Customizable Appearance" icon="palette">
    Match your brand colors and style
  </Card>
</CardGroup>

## 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**:

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

### Chart Too Small/Large

**Problem**: Chart height doesn't fit your needs

**Fix**:

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

### Colors Don't Match Brand

**Problem**: Default colors don't match your brand

**Fix**:

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

### Chart Not Interactive

**Problem**: Hover/click not working

**Fix**:

1. Open plugin configuration
2. Check **Enable Interactivity** is checked ✅
3. Save configuration
4. Refresh valuation page
5. Clear browser cache if still not working

### Chart Blocks Other Content

**Problem**: Chart takes up too much space

**Fix**:

1. Open plugin configuration
2. Reduce **Chart Height** to 400-500px
3. Uncheck **Show Legend** if not needed
4. Uncheck **Show Labels** to reduce clutter
5. 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:

1. Choose color scheme that matches brand
2. Save configuration
3. All valuations use same style
4. 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

## FAQ

<AccordionGroup>
  <Accordion title="Can I hide the Sankey chart on specific valuations?">
    No, the plugin applies to all valuations when enabled. To hide:

    1. Disable the plugin temporarily
    2. Or position it at bottom of page
    3. Future: Per-valuation toggle planned
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Can I export the Sankey chart as an image?">
    Not directly. To export:

    1. Take screenshot of chart
    2. Or use browser print-to-PDF (includes chart)
    3. Or right-click chart → "Save image as" (if available)

    Future: Export button planned
  </Accordion>

  <Accordion title="Why is my 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
  </Accordion>

  <Accordion title="Can I customize individual flow colors?">
    Not yet. Current color schemes:

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

    Future: Custom color mapping planned
  </Accordion>

  <Accordion title="Does the chart work on mobile?">
    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)
  </Accordion>
</AccordionGroup>

## Related Documentation

* [Plugins Overview](/platform/plugins) - All available plugins
* [Valuation Details](/valuations/valuation-details) - Full valuation page guide
* [Create Valuation](/valuations/create-valuation) - How to create valuations
* [Reports](/valuations/reports) - Multi-valuation comparison