Monthly KPI Report
One-page A4 monthly KPI report with a four-tile stat strip (revenue, gross margin, active customers, churn, each with a vs-last-month delta), a trailing-twelve-month combo chart (revenue bars with gross margin on a right-hand axis), a ranked horizontal bar chart of revenue by product line, a top-customers table with totals and a short commentary panel. Data-driven charts render from each call's data.
DSL source
The whole template. Learn the language in the template DSL guide.
const customerCols = [["Customer", "1fr"], ["Plan", "auto"], ["Seats", "auto", "right"], ["MRR", "auto", "right"]];
const template = doc({ size: "A4", title: "{{title}}", padding: [22, 30, 22, 30] },
// Masthead
hdr(
r({ margin: [0, 0, 0, 5] },
col("60%",
s({ "font-size": 8, "font-weight": "bold", color: "#1D4ED8", "letter-spacing": 1.5 }, "{{organization}}"),
),
col("40%", { align: "right" },
s({ "font-size": 8, color: "#6B7280" }, "{{confidentiality}}"),
),
),
hr(0, "#1D4ED8"),
),
r({ margin: [5, 0, 7, 0] },
col("68%",
s({ "font-size": 7.5, "font-weight": "bold", color: "#1D4ED8", "letter-spacing": 2 }, "MONTHLY KPI REPORT"),
s({ "font-size": 19, "font-weight": "bold", color: "#0F172A", "line-height": 1.12, margin: [2, 0, 0, 0] }, "{{title}}"),
s({ "font-size": 9.5, color: "#475569", margin: [3, 0, 0, 0] }, "{{period}}"),
),
col("32%", { align: "right" },
s({ "font-size": 7, color: "#6B7280", "font-weight": "bold", "letter-spacing": 1 }, "PREPARED FOR"),
s({ "font-size": 9, color: "#0F172A", margin: [2, 0, 0, 0] }, "{{preparedFor}}"),
s({ "font-size": 7, color: "#6B7280", "font-weight": "bold", "letter-spacing": 1, margin: [5, 0, 0, 0] }, "PREPARED ON"),
s({ "font-size": 9, color: "#0F172A", margin: [2, 0, 0, 0] }, "{{preparedOn}}"),
),
),
// KPI stat strip — four tiles, each with a vs-last-month delta
r({ margin: [0, 0, 6, 0] },
each("k in kpis",
col("25%", { padding: [6, 7, 6, 7], "background-color": "#F1F5F9", "border-color": "#1D4ED8", border: [0, 0, 0, 2] },
s({ "font-size": 7, color: "#64748B", "font-weight": "bold", "letter-spacing": 1 }, "{{k.label}}"),
s({ "font-size": 16, "font-weight": "bold", color: "#0F172A", margin: [3, 0, 1, 0] }, "{{k.value}}"),
s({ "font-size": 7.5, color: "#047857", "font-weight": "bold" }, "{{k.delta}}"),
),
),
),
// Trailing twelve month revenue, with gross margin on a right axis
chart({
type: "bar",
data: "{{monthlyRevenue}}",
x: "month",
y: [
{ key: "revenue", label: "Revenue" },
{ key: "margin", label: "Gross margin %", type: "line", axis: "right" },
],
width: 535,
height: 130,
title: "Revenue and gross margin — trailing 12 months",
"x-title": "Month",
"y-title": "USD",
"y2-title": "Margin %",
}),
gap(6),
// Revenue by product line, ranked largest first
chart({
type: "bar",
data: "{{revenueByProduct}}",
x: "product",
y: [{ key: "revenue", label: "Revenue" }],
horizontal: true,
width: 535,
height: 125,
title: "Revenue by product line — {{chartPeriod}}",
"y-title": "USD",
}),
gap(6),
// Top customers
s({ "font-size": 11, "font-weight": "bold", color: "#0F172A", margin: [0, 0, 3, 0] }, "Top customers by MRR"),
table(customerCols, "c in customers",
[["{{c.name}}", "1fr"], ["{{c.plan}}", "auto"], ["{{c.seats | number}}", "auto", "right"], ["{{c.mrr | currency}}", "auto", "right"]],
),
totals([["Total MRR — top accounts", "{{mrrTotal | currency}}", true]], customerCols),
gap(6),
// Commentary
r({ padding: [8, 10, 8, 10], "background-color": "#F8FAFC", "border-color": "#E2E8F0" },
col("100%",
s({ "font-size": 7.5, "font-weight": "bold", color: "#1D4ED8", "letter-spacing": 1.5 }, "COMMENTARY"),
s({ "font-size": 9, color: "#334155", "line-height": 1.45, margin: [4, 0, 0, 0] }, "{{commentary}}"),
),
),
ftrPages("{{organization}} · Monthly KPI Report"),
);
const sampleData = {
organization: "Northline Studio, Inc.",
title: "September 2026 Performance",
period: "Reporting month: 1–30 September 2026",
preparedFor: "Board of Directors",
preparedOn: "2 October 2026",
confidentiality: "Internal — Board Distribution Only",
kpis: [
{ label: "REVENUE", value: "$138.6k", delta: "+12.4% vs last month" },
{ label: "GROSS MARGIN", value: "72.6%", delta: "+1.8 pts vs last month" },
{ label: "ACTIVE CUSTOMERS", value: "1,284", delta: "+184 vs last month" },
{ label: "MONTHLY CHURN", value: "1.8%", delta: "−0.3 pts vs last month" },
],
monthlyRevenue: [
{ month: "Oct", revenue: 98400, margin: 68.4 },
{ month: "Nov", revenue: 102300, margin: 69.1 },
{ month: "Dec", revenue: 118700, margin: 67.8 },
{ month: "Jan", revenue: 104900, margin: 69.6 },
{ month: "Feb", revenue: 108600, margin: 70.2 },
{ month: "Mar", revenue: 119800, margin: 69.8 },
{ month: "Apr", revenue: 113200, margin: 70.9 },
{ month: "May", revenue: 121500, margin: 71.3 },
{ month: "Jun", revenue: 126900, margin: 70.8 },
{ month: "Jul", revenue: 124300, margin: 71.6 },
{ month: "Aug", revenue: 131800, margin: 70.8 },
{ month: "Sep", revenue: 138600, margin: 72.6 },
],
chartPeriod: "September",
revenueByProduct: [
{ product: "Platform", revenue: 89100 },
{ product: "Automation", revenue: 34500 },
{ product: "Analytics", revenue: 14000 },
{ product: "Integrations", revenue: 1000 },
],
customers: [
{ name: "Kestrel Logistics", plan: "Enterprise", seats: 320, mrr: 16800 },
{ name: "Ardent Health Group", plan: "Enterprise", seats: 240, mrr: 12480 },
{ name: "Northwind Retail", plan: "Scale", seats: 180, mrr: 9180 },
{ name: "Bluepeak Financial", plan: "Scale", seats: 140, mrr: 7420 },
{ name: "Tidewater Energy", plan: "Growth", seats: 96, mrr: 4980 },
],
mrrTotal: 50860,
commentary: "September closed at $138.6k, up 12.4% on August and 41% year on year. Growth was led by Platform seat expansion at Kestrel Logistics and the first full month of Automation Suite billing. Gross margin held above 72% despite the EU residency migration. Churn improved to 1.8% as the targeted save motion cleared the legacy Q3-2025 cohort. Watch-item for October: enterprise median time-to-close has drifted from 48 to 56 days.",
};Sample data
{
"organization": "Northline Studio, Inc.",
"title": "September 2026 Performance",
"period": "Reporting month: 1–30 September 2026",
"preparedFor": "Board of Directors",
"preparedOn": "2 October 2026",
"confidentiality": "Internal — Board Distribution Only",
"kpis": [
{
"label": "REVENUE",
"value": "$138.6k",
"delta": "+12.4% vs last month"
},
{
"label": "GROSS MARGIN",
"value": "72.6%",
"delta": "+1.8 pts vs last month"
},
{
"label": "ACTIVE CUSTOMERS",
"value": "1,284",
"delta": "+184 vs last month"
},
{
"label": "MONTHLY CHURN",
"value": "1.8%",
"delta": "−0.3 pts vs last month"
}
],
"monthlyRevenue": [
{
"month": "Oct",
"revenue": 98400,
"margin": 68.4
},
{
"month": "Nov",
"revenue": 102300,
"margin": 69.1
},
{
"month": "Dec",
"revenue": 118700,
"margin": 67.8
},
{
"month": "Jan",
"revenue": 104900,
"margin": 69.6
},
{
"month": "Feb",
"revenue": 108600,
"margin": 70.2
},
{
"month": "Mar",
"revenue": 119800,
"margin": 69.8
},
{
"month": "Apr",
"revenue": 113200,
"margin": 70.9
},
{
"month": "May",
"revenue": 121500,
"margin": 71.3
},
{
"month": "Jun",
"revenue": 126900,
"margin": 70.8
},
{
"month": "Jul",
"revenue": 124300,
"margin": 71.6
},
{
"month": "Aug",
"revenue": 131800,
"margin": 70.8
},
{
"month": "Sep",
"revenue": 138600,
"margin": 72.6
}
],
"chartPeriod": "September",
"revenueByProduct": [
{
"product": "Platform",
"revenue": 89100
},
{
"product": "Automation",
"revenue": 34500
},
{
"product": "Analytics",
"revenue": 14000
},
{
"product": "Integrations",
"revenue": 1000
}
],
"customers": [
{
"name": "Kestrel Logistics",
"plan": "Enterprise",
"seats": 320,
"mrr": 16800
},
{
"name": "Ardent Health Group",
"plan": "Enterprise",
"seats": 240,
"mrr": 12480
},
{
"name": "Northwind Retail",
"plan": "Scale",
"seats": 180,
"mrr": 9180
},
{
"name": "Bluepeak Financial",
"plan": "Scale",
"seats": 140,
"mrr": 7420
},
{
"name": "Tidewater Energy",
"plan": "Growth",
"seats": 96,
"mrr": 4980
}
],
"mrrTotal": 50860,
"commentary": "September closed at $138.6k, up 12.4% on August and 41% year on year. Growth was led by Platform seat expansion at Kestrel Logistics and the first full month of Automation Suite billing. Gross margin held above 72% despite the EU residency migration. Churn improved to 1.8% as the targeted save motion cleared the legacy Q3-2025 cohort. Watch-item for October: enterprise median time-to-close has drifted from 48 to 56 days."
}Render it with your data
Any API key can render this template by its ID. This call uses the sample data; add a data object to use your own. See the API reference.
curl -X POST https://makespdf.com/api/v1/render \
-H "Authorization: Bearer $MAKESPDF_API_KEY" \
-H "Content-Type: application/json" \
-d '{"templateId": "report-kpi-monthly"}' \
-o output.pdf