Waterfall Chart
Waterfall charts visualize how an initial value is affected by sequential positive and negative changes. Ideal for financial analysis showing revenue breakdown, profit margins, budget variance, and cumulative contributions to understand what drives final outcomes.
40 examples
E-commerce Order Economics
Order profitability waterfall from gross merchandise value to net profit per order.
Carbon Footprint Reduction Initiative
Environmental impact waterfall showing emissions reduction initiatives and net carbon footprint.
Insurance Premium Breakdown
Insurance premium waterfall showing base rate adjustments and final premium calculation.
Startup Funding Runway Analysis
Cash runway waterfall showing burn rate components and remaining runway.
Employee Compensation Breakdown
Total compensation waterfall from base salary through benefits and taxes.
Supply Chain Cost Waterfall
End-to-end supply chain cost breakdown from procurement to delivery.
Marketing ROI Breakdown
Marketing spend attribution waterfall showing channel performance and ROI.
Healthcare Cost Breakdown
Patient billing waterfall from charges through adjustments to patient responsibility.
Real Estate Investment Returns
Property investment waterfall showing rental income, expenses, and net returns.
Sales Commission Structure Breakdown
Commission calculation waterfall from gross sales to net payout.
Manufacturing Variance Analysis
Production cost variance waterfall showing material, labor, and overhead variances.
Subscription Revenue Lifecycle
SaaS subscription journey from trial to renewal showing conversion and churn.
Cost of Quality Analysis
Quality cost waterfall showing prevention, appraisal, and failure costs.
Project ROI Breakdown
Investment return waterfall showing project costs, benefits, and net ROI.
Dividend Distribution Breakdown
Shareholder returns waterfall showing dividend allocation and retained earnings.
Currency Translation Impact Analysis
FX impact waterfall showing currency effects on international revenue.
Loan Amortization Waterfall
Loan payment breakdown showing principal reduction and interest allocation.
Revenue Recognition Timing Analysis
ASC 606 revenue recognition waterfall showing timing of revenue recognition.
Operating Cash Flow Waterfall
Cash flow from operations breakdown showing sources and uses of operating cash.
Gross Margin Bridge Analysis
Waterfall showing gross margin evolution from volume, price, mix, and cost factors.
Effective Tax Rate Reconciliation
Tax waterfall bridging statutory rate to effective tax rate through adjustments.
Debt Reduction Waterfall
Waterfall showing debt paydown strategy across different tranches and refinancing activities.
Inventory Valuation Changes
Waterfall showing inventory value changes from purchases, sales, write-offs, and adjustments.
SaaS Unit Economics Waterfall
Unit economics breakdown from gross revenue to contribution margin per customer.
Free Cash Flow Bridge Analysis
FCF waterfall bridging from net income through operating and investing activities.
Customer Acquisition Cost Breakdown
CAC waterfall decomposing total acquisition cost by marketing and sales channels.
Capital Expenditure Analysis
CapEx waterfall showing investment allocation across facilities, equipment, and technology.
Headcount Changes Analysis
Workforce planning waterfall showing hiring, attrition, and restructuring impacts.
Product Line Profitability Analysis
Waterfall showing profit contribution breakdown by product line with margin analysis.
M&A Synergy Analysis
Waterfall chart showing synergy realization from merger and acquisition integration phases.
EBITDA Bridge Year-over-Year
Dark-themed waterfall chart showing EBITDA changes from prior year to current year with contributing factors.
Working Capital Changes Analysis
Light-themed waterfall chart showing working capital changes from operating activities.
Investment Portfolio Performance Attribution
Light-themed waterfall chart showing portfolio performance attribution from starting value to ending value.
SaaS ARR Bridge Analysis
Dark-themed waterfall chart showing Annual Recurring Revenue (ARR) changes from new business, expansion, and churn.
Cost Reduction Initiative Impact
Dark-themed waterfall chart showing the impact of various cost reduction initiatives on total operating costs.
Quarterly Revenue Bridge
Dark-themed waterfall chart showing the bridge between Q3 and Q4 revenue with contributing factors.
Profit Margin Breakdown
Dark-themed waterfall chart showing the step-by-step breakdown of profit margins from gross to net.
Budget Variance Analysis
Light-themed waterfall chart showing budget vs actual variance across different expense categories.
Monthly Cash Flow Analysis
Dark-themed waterfall chart showing monthly cash flow movements including operating, investing, and financing activities.
Revenue to Net Income Breakdown
Dark-themed waterfall chart showing the breakdown from gross revenue to net income including costs, expenses, and taxes.