Syncfusion React Spreadsheet – Spreadsheet Budgeting and variance Tracking Demo

This repository contains a complete showcase sample demonstrating how to build a Credit Card Portfolio Management and Analytics workflow using the Syncfusion React Spreadsheet component.The sample illustrates how financial and risk teams can analyze card spend, revolving balances, delinquency metrics, and portfolio performance using an interactive, spreadsheet‑driven interface.

📁 Project Structure

├── src/
│   ├── components/
│   ├── styles/
│   └── App.jsx
├── public/
└── README.md

✨ Features

• Provides an interactive spreadsheet interface to analyze credit card spend across Branch, Card Type, and Product segments.
• Enables computation of core portfolio metrics, including Revolving Balance, Delinquent Spend, Revolving Rate, and Run Rate, using built‑in spreadsheet formulas.
• Supports monitoring of portfolio performance indicators such as Total Spend, Delinquent Spend Ratio, Revolving Rate, and Run Rate, with clear visibility into planned versus actual performance.
• Applies conditional formatting rules to visually differentiate risk levels, trends, and metric variances across the portfolio.
• Enforces data validation to ensure controlled and consistent inputs for key dimensions, including Branch and Card Type.
• Leverages comprehensive spreadsheet interactivity, including in‑cell data editing, formula‑driven calculations, and configurable cell styling with conditional rules to enhance data analysis.
• Demonstrates how Syncfusion React Spreadsheet can be used as a lightweight credit card portfolio analytics user interface.

🧩 Technologies Used

• React
• Syncfusion React Spreadsheet

🚀 Getting Started

1. Clone the Repository

git clone https://github.com/SyncfusionExamples/syncfusion-react-spreadsheet-budgeting-and-variance-tracking-demo

2. Install Dependencies

npm install

3. Run the Application

npm run dev

4. Open in Browser

Your application will automatically run on a local development server and can be accessed through a localhost URL in your browser.

🔗 Resources

• https://help.syncfusion.com/document-processing/excel/spreadsheet/react/getting-started
• https://help.syncfusion.com/document-processing/excel/spreadsheet/react/formatting
• https://help.syncfusion.com/document-processing/excel/spreadsheet/react/formulas

✅ Benefits

• Simplifies credit card portfolio analysis using a spreadsheet-first approach.
• Enables risk, finance, and business teams to evaluate revolving and delinquency behavior.
• Supports scenario-based forecasting without complex backend calculations.
• Reduces manual reporting through automated formulas and conditional formatting.
• Serves as a customizable template for credit card analytics, planning, and variance tracking applications.

📣 Try It Out

Clone the repository, run the sample, and explore how Syncfusion React Spreadsheet can be used to build a Credit Card Portfolio Management and Analytics system for real‑world financial workflows.

📄 License and Copyright

This is a commercial product and requires a paid license for possession or use. Syncfusion® licensed software, including this control, is subject to the terms and conditions of Syncfusion® EULA: https://www.syncfusion.com/eula/es/. To acquire a license for 140+ JavaScript UI controls, visit https://www.syncfusion.com/javascript-ui-controls or start a free 30‑day trial: https://www.syncfusion.com/account/manage-trials/start-trials.

A free community license is also available for companies and individuals whose organizations have less than $1 million USD in annual gross revenue and five or fewer developers: https://www.syncfusion.com/products/communitylicense.

See the LICENSE FILE at: https://github.com/syncfusion/ej2-javascript-ui-controls/blob/master/license for more details.