This allows them to act fast in making vital decisions

Learning how to provide this data in a visually compelling way has been one of the biggest game-changers in my career.

Presenting the data is not enough – without proper design, important data points can get overlooked and messages can get confused or lost entirely.

By creating engaging and effective financial dashboards, you’ll add tremendous value to CEOs, the executive team, board of directors, and other key stakeholders.

Create dashboards your stakeholders need

• Enhanced visualization
• Real-time monitoring
• Efficient financial analysis
• Budget-to-actuals comparison
• Key Performance Indicator (KPI) tracking
• Customizable reports

Learn from a CFO

1. Your Tech Stack

   Use Excel to connect your financial model directly to the dashboards.

2. Organizing Data

   Create tables, add additional context, and then use PowerQuery to transform the data

3. Create Financial Reports

   Bring it all together – Profit & Loss, Balance Sheet, Cash Flows, and KPIs

4. Creating a KPI Dashboard

   Organize your key metrics in a visually appealing way and compare it to prior periods dynamically

5. Create a Spotlight Dashboard

   Showcase your most important metric on one slide with a design that will captivate your audience

6. Budget to Actuals Dashboard

   ​Analyze your performance against your budget in the key areas of your business. Summarize your variances with powerful charts to showcase % hit or miss on each metric