iterationlayer Generate Sales Dashboard
SaaS companies and analytics teams use this recipe to generate periodic financial dashboards. Two worksheets capture quarterly revenue by product line and operating expenses, with formulas computing totals and merged header cells for a polished executive-ready layout.
APIs Used
Sheet Generation (1 credits/request)
Prerequisites
You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.
Implementation
curl -X POST https://api.iterationlayer.com/sheet-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"format": "xlsx",
"styles": {
"header": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"is_bold": true,
"background_color": "#4472C4",
"font_color": "#FFFFFF"
},
"body": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"font_color": "#333333"
}
},
"sheets": [
{
"name": "Revenue",
"columns": [
{
"name": "Product Line",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
}
],
"rows": [
[
{
"value": "2026 Revenue by Product Line",
"styles": {
"is_bold": true,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
}
],
[
{
"value": "",
}
],
[
{
"value": "Platform Subscriptions",
},
{
"value": 245000,
"format": "currency",
},
{
"value": 268000,
"format": "currency",
},
{
"value": 291000,
"format": "currency",
},
{
"value": 312000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "API Usage (Pay-as-you-go)",
},
{
"value": 89000,
"format": "currency",
},
{
"value": 102000,
"format": "currency",
},
{
"value": 118000,
"format": "currency",
},
{
"value": 134000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Enterprise Contracts",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Professional Services",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 52000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 61000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "",
}
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
}
]
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
}
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
}
]
},
{
"name": "Expenses",
"columns": [
{
"name": "Category",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
}
],
"rows": [
[
{
"value": "2026 Operating Expenses",
"styles": {
"is_bold": true,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
}
],
[
{
"value": "",
}
],
[
{
"value": "Cloud Infrastructure",
},
{
"value": 42000,
"format": "currency",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 51000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Salaries & Benefits",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Marketing & Advertising",
},
{
"value": 28000,
"format": "currency",
},
{
"value": 35000,
"format": "currency",
},
{
"value": 32000,
"format": "currency",
},
{
"value": 40000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "Office & Operations",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": null,
"styles": {
"is_bold": true,
},
}
],
[
{
"value": "",
}
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
},
},
{
"value": null,
"styles": {
"is_bold": true,
"font_size_in_pt": 12,
},
}
]
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
}
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
}
]
}
]
}'
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({
apiKey: "YOUR_API_KEY",
});
const result = await client.generateSheet({
format: "xlsx",
styles: {
header: {
font_family: "Helvetica",
font_size_in_pt: 11,
is_bold: true,
background_color: "#4472C4",
font_color: "#FFFFFF",
},
body: {
font_family: "Helvetica",
font_size_in_pt: 11,
font_color: "#333333",
},
},
sheets: [
{
name: "Revenue",
columns: [
{
name: "Product Line",
width: 24,
},
{
name: "Q1 2026",
width: 14,
},
{
name: "Q2 2026",
width: 14,
},
{
name: "Q3 2026",
width: 14,
},
{
name: "Q4 2026",
width: 14,
},
{
name: "Annual Total",
width: 16,
},
],
rows: [
[
{
value: "2026 Revenue by Product Line",
styles: {
is_bold: true,
font_size_in_pt: 14,
},
from_col: 0,
to_col: 5,
},
],
[
{
value: "",
},
],
[
{
value: "Platform Subscriptions",
},
{
value: 245000,
format: "currency",
},
{
value: 268000,
format: "currency",
},
{
value: 291000,
format: "currency",
},
{
value: 312000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "API Usage (Pay-as-you-go)",
},
{
value: 89000,
format: "currency",
},
{
value: 102000,
format: "currency",
},
{
value: 118000,
format: "currency",
},
{
value: 134000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Enterprise Contracts",
},
{
value: 180000,
format: "currency",
},
{
value: 180000,
format: "currency",
},
{
value: 240000,
format: "currency",
},
{
value: 240000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Professional Services",
},
{
value: 45000,
format: "currency",
},
{
value: 52000,
format: "currency",
},
{
value: 48000,
format: "currency",
},
{
value: 61000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "",
},
],
[
{
value: "Quarterly Total",
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
],
],
formulas: [
{
row: 2,
col: 5,
expression: "=SUM(B3:E3)",
},
{
row: 3,
col: 5,
expression: "=SUM(B4:E4)",
},
{
row: 4,
col: 5,
expression: "=SUM(B5:E5)",
},
{
row: 5,
col: 5,
expression: "=SUM(B6:E6)",
},
{
row: 7,
col: 1,
expression: "=SUM(B3:B6)",
},
{
row: 7,
col: 2,
expression: "=SUM(C3:C6)",
},
{
row: 7,
col: 3,
expression: "=SUM(D3:D6)",
},
{
row: 7,
col: 4,
expression: "=SUM(E3:E6)",
},
{
row: 7,
col: 5,
expression: "=SUM(F3:F6)",
},
],
merged_cells: [
{
start_row: 0,
start_col: 0,
end_row: 0,
end_col: 5,
},
],
},
{
name: "Expenses",
columns: [
{
name: "Category",
width: 24,
},
{
name: "Q1 2026",
width: 14,
},
{
name: "Q2 2026",
width: 14,
},
{
name: "Q3 2026",
width: 14,
},
{
name: "Q4 2026",
width: 14,
},
{
name: "Annual Total",
width: 16,
},
],
rows: [
[
{
value: "2026 Operating Expenses",
styles: {
is_bold: true,
font_size_in_pt: 14,
},
from_col: 0,
to_col: 5,
},
],
[
{
value: "",
},
],
[
{
value: "Cloud Infrastructure",
},
{
value: 42000,
format: "currency",
},
{
value: 45000,
format: "currency",
},
{
value: 48000,
format: "currency",
},
{
value: 51000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Salaries & Benefits",
},
{
value: 320000,
format: "currency",
},
{
value: 320000,
format: "currency",
},
{
value: 345000,
format: "currency",
},
{
value: 345000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Marketing & Advertising",
},
{
value: 28000,
format: "currency",
},
{
value: 35000,
format: "currency",
},
{
value: 32000,
format: "currency",
},
{
value: 40000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "Office & Operations",
},
{
value: 18000,
format: "currency",
},
{
value: 18000,
format: "currency",
},
{
value: 19000,
format: "currency",
},
{
value: 19000,
format: "currency",
},
{
value: null,
styles: {
is_bold: true,
},
},
],
[
{
value: "",
},
],
[
{
value: "Quarterly Total",
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
},
},
{
value: null,
styles: {
is_bold: true,
font_size_in_pt: 12,
},
},
],
],
formulas: [
{
row: 2,
col: 5,
expression: "=SUM(B3:E3)",
},
{
row: 3,
col: 5,
expression: "=SUM(B4:E4)",
},
{
row: 4,
col: 5,
expression: "=SUM(B5:E5)",
},
{
row: 5,
col: 5,
expression: "=SUM(B6:E6)",
},
{
row: 7,
col: 1,
expression: "=SUM(B3:B6)",
},
{
row: 7,
col: 2,
expression: "=SUM(C3:C6)",
},
{
row: 7,
col: 3,
expression: "=SUM(D3:D6)",
},
{
row: 7,
col: 4,
expression: "=SUM(E3:E6)",
},
{
row: 7,
col: 5,
expression: "=SUM(F3:F6)",
},
],
merged_cells: [
{
start_row: 0,
start_col: 0,
end_row: 0,
end_col: 5,
},
],
},
],
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.generate_sheet(
format="xlsx",
styles={
"header": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"is_bold": True,
"background_color": "#4472C4",
"font_color": "#FFFFFF",
},
"body": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"font_color": "#333333",
},
},
sheets=[
{
"name": "Revenue",
"columns": [
{
"name": "Product Line",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
},
],
"rows": [
[
{
"value": "2026 Revenue by Product Line",
"styles": {
"is_bold": True,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
},
],
[
{
"value": "",
},
],
[
{
"value": "Platform Subscriptions",
},
{
"value": 245000,
"format": "currency",
},
{
"value": 268000,
"format": "currency",
},
{
"value": 291000,
"format": "currency",
},
{
"value": 312000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "API Usage (Pay-as-you-go)",
},
{
"value": 89000,
"format": "currency",
},
{
"value": 102000,
"format": "currency",
},
{
"value": 118000,
"format": "currency",
},
{
"value": 134000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Enterprise Contracts",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 180000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": 240000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Professional Services",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 52000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 61000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "",
},
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
],
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
},
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
},
],
},
{
"name": "Expenses",
"columns": [
{
"name": "Category",
"width": 24,
},
{
"name": "Q1 2026",
"width": 14,
},
{
"name": "Q2 2026",
"width": 14,
},
{
"name": "Q3 2026",
"width": 14,
},
{
"name": "Q4 2026",
"width": 14,
},
{
"name": "Annual Total",
"width": 16,
},
],
"rows": [
[
{
"value": "2026 Operating Expenses",
"styles": {
"is_bold": True,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 5,
},
],
[
{
"value": "",
},
],
[
{
"value": "Cloud Infrastructure",
},
{
"value": 42000,
"format": "currency",
},
{
"value": 45000,
"format": "currency",
},
{
"value": 48000,
"format": "currency",
},
{
"value": 51000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Salaries & Benefits",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 320000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": 345000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Marketing & Advertising",
},
{
"value": 28000,
"format": "currency",
},
{
"value": 35000,
"format": "currency",
},
{
"value": 32000,
"format": "currency",
},
{
"value": 40000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "Office & Operations",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 18000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": 19000,
"format": "currency",
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
],
[
{
"value": "",
},
],
[
{
"value": "Quarterly Total",
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
},
},
{
"value": None,
"styles": {
"is_bold": True,
"font_size_in_pt": 12,
},
},
],
],
"formulas": [
{
"row": 2,
"col": 5,
"expression": "=SUM(B3:E3)",
},
{
"row": 3,
"col": 5,
"expression": "=SUM(B4:E4)",
},
{
"row": 4,
"col": 5,
"expression": "=SUM(B5:E5)",
},
{
"row": 5,
"col": 5,
"expression": "=SUM(B6:E6)",
},
{
"row": 7,
"col": 1,
"expression": "=SUM(B3:B6)",
},
{
"row": 7,
"col": 2,
"expression": "=SUM(C3:C6)",
},
{
"row": 7,
"col": 3,
"expression": "=SUM(D3:D6)",
},
{
"row": 7,
"col": 4,
"expression": "=SUM(E3:E6)",
},
{
"row": 7,
"col": 5,
"expression": "=SUM(F3:F6)",
},
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 5,
},
],
},
],
)
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
quarterlyColumns := []il.SheetColumn{
{
Name: "Category",
Width: 24,
},
{
Name: "Q1 2026",
Width: 14,
},
{
Name: "Q2 2026",
Width: 14,
},
{
Name: "Q3 2026",
Width: 14,
},
{
Name: "Q4 2026",
Width: 14,
},
{
Name: "Annual Total",
Width: 16,
},
}
result, err := client.GenerateSheet(il.GenerateSheetRequest{
Format: "xlsx",
Styles: &il.SheetStyles{
Header: &il.CellStyle{
FontFamily: "Helvetica",
FontSizeInPt: 11,
IsBold: true,
BackgroundColor: "#4472C4",
FontColor: "#FFFFFF",
},
Body: &il.CellStyle{
FontFamily: "Helvetica",
FontSizeInPt: 11,
FontColor: "#333333",
},
},
Sheets: []il.Sheet{
{
Name: "Revenue",
Columns: quarterlyColumns,
Rows: []il.SheetRow{
{
{
Value: "2026 Revenue by Product Line",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 14,
},
FromCol: intPtr(0),
ToCol: intPtr(5),
},
},
{
{
Value: "",
},
},
{
{
Value: "Platform Subscriptions",
},
{
Value: 245000,
…(truncated)