Component library

Showing 2 components in the finance kit with role chart.

Dashboard

  • <FinanceOverviewCard>

    financeStatsChartDashboard

    Two-column financial headline: left block (title, date range, total revenue with optional delta and footnote), right block (product condition headline, optional trend pill, year selector, multi-series monotone area chart), plus a three-column footer row for supporting metrics.

    When to use: Use for executive-style revenue or adoption snapshots in report readouts. Pass `chartMonths` and aligned `chartSeries[].values`; include at least one series (empty shows a muted placeholder). Keep series count to 2–4 for clarity. Footer `stats` should contain exactly three items.

    Preview

    Financial income

    1 Aug 2025 – 1 Nov 2025

    Total revenue+9.78%

    £8,240.00

    Increased 15% from last month

    Product condition

    75%2.8%

    Selling product

    £335,000

    Followers

    1,500

    Campaign

    560

    PropTypeNotes
    dateRangestringRequired. Human-readable range under the income title.Example: 1 Aug 2025 – 1 Nov 2025
    totalRevenueValuestringRequired. Large headline currency string.Example: £8,240.00
    incomeTitlestringOptional. Default: "Financial income". Left column title.
    totalRevenueLabelstringOptional. Default: "Total revenue". Label above the headline figure.
    totalRevenueDeltastringOptional. Optional percentage chip; leading + uses success colour, leading − uses error.
    totalRevenueFootnotestringOptional. Muted line under the revenue figure.
    conditionValuestringRequired. Large headline next to the chart header.Example: 75%
    conditionTitlestringOptional. Default: "Product condition". Muted label above the condition value.
    conditionBadgeTextstringOptional. Pill text beside the condition value.Example: 2.8%
    conditionBadgeTrend"up" | "down"Optional. Default: down. Arrow direction inside the pill.Values: up, down
    yearsstring[]Optional. Default: ["2025"]. Year `<select>` options.
    chartMonthsstring[]Required. X-axis labels in order (e.g. Jan … Jul).
    chartSeries{ name: string; values: number[]; colorKey: "brand"|"sky"|"slate" }[]Required. One or more series; each `values` array must match `chartMonths` length. If empty, a muted placeholder is shown instead of the chart.
    stats{ label: string; value: string; labelTone?: "brand"|"sky"|"emerald" }[]Required. Exactly three footer metrics.

    Examples

    <FinanceOverviewCard
        dateRange="1 Aug 2025 – 1 Nov 2025"
        totalRevenueDelta="+9.78%"
        totalRevenueValue="£8,240.00"
        totalRevenueFootnote="Increased 15% from last month"
        conditionValue="75%"
        conditionBadgeText="2.8%"
        years={["2024", "2025", "2026"]}
        chartMonths={["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul"]}
        chartSeries={[
            { name: "Series A", values: [1200, 1800, 2200, 2600, 3000, 3400, 3800], colorKey: "sky" },
            { name: "Series B", values: [800, 1100, 1400, 1700, 2100, 2500, 2900], colorKey: "brand" },
            { name: "Series C", values: [400, 500, 600, 700, 800, 900, 1000], colorKey: "slate" }
        ]}
        stats={[
            { label: "Selling product", value: "£335,000", labelTone: "sky" },
            { label: "Followers", value: "1,500", labelTone: "sky" },
            { label: "Campaign", value: "560", labelTone: "emerald" }
        ]}
    />
  • <AllocationDriftChart>

    financeChartDataDashboard

    Current vs target allocation table with drift, tolerance band status (in band / overweight / underweight), and inline weight bars.

    When to use: Use in portfolio monitoring or rebalancing reports to show how each sleeve drifts from strategic targets. Pass weights as numbers (typically percent). Set `tolerance` per row when bands differ by asset class.

    Often with: ComparisonBarUsageDonutCardSimpleDataTable

    Preview

    Strategic allocation drift

    Tolerance band ±1% unless noted

    Asset classCurrentTargetDriftStatusWeight
    Global equities42.3%40.0%+2.3%Overweight
    Investment grade credit24.1%25.0%-0.9%In band
    Private markets18.6%20.0%-1.4%In band
    Cash8.2%10.0%-1.8%Underweight
    Alternatives6.8%5.0%+1.8%Overweight
    Current weight Target weight
    PropTypeNotes
    titlestringOptional. Chart heading.
    descriptionstringOptional. Muted subheading.
    rows{ label: string; current: number; target: number; tolerance?: number }[]Required. One row per asset class or sleeve. `tolerance` defaults to 1 (same unit as weights).
    unitstringOptional. Default: "%". Suffix for weight and drift columns.

    Examples

    <AllocationDriftChart
      title="Strategic allocation drift"
      description="Tolerance band ±1% unless noted"
      rows={[
        { label: "Global equities", current: 42.3, target: 40, tolerance: 1 },
        { label: "Investment grade credit", current: 24.1, target: 25, tolerance: 1 },
        { label: "Private markets", current: 18.6, target: 20, tolerance: 2 },
        { label: "Cash", current: 8.2, target: 10, tolerance: 1 },
        { label: "Alternatives", current: 6.8, target: 5, tolerance: 1 }
      ]}
    />