Description
CFO Dashboard Quarterly Performance Review – Excel Template
The CFO Dashboard Quarterly Performance Review is a professionally designed Excel template that consolidates major financial indicators into a single, easy-to-read view. It empowers CFOs and finance teams to present critical financial information in a clear, organized, and visually appealing manner.
As a Chief Financial Officer (CFO), your role is pivotal in ensuring the financial health of the organization, including compliant reporting, liquidity management, and return on investment. This dashboard helps you monitor key financial KPIs and drive strategic decision-making with confidence.
Dashboard Objective
The CFO Dashboard provides an at-a-glance view of financial performance, covering key aspects like profitability, cash flow, leverage, working capital, and financing. By leveraging digital tools such as this dashboard, CFOs can enhance both analytical and strategic efforts across the organization.
Key Financial Metrics & KPIs Covered
1. Revenue: Business top line, including target achievement and growth over the last period.
2. Gross Profit: Product contributions toward covering operating expenses and finance costs.
3. Operating Profit: Earnings before tax and interest, reflecting what remains after deducting the cost of goods sold and operational costs.
4. Net Profit: The residual amount for shareholders after covering all costs.
5. Operating Expenses: Detailed breakdown of employee, administrative, selling, and marketing expenses.
Template Features
• Comprehensive Insights: Includes Income Statement, Cash Flow, and Balance Sheet.
• Editable & Customizable: Easy to update with your data—fully unlocked with sample data provided.
• Professional Design: Eye-catching layout ready for presentation and printing.
• Plug & Play: Simply replace sample data with your own; no coding or installation required.
• Secure & Practical: Password-protected formulas to avoid accidental changes.
• No Hidden Fees: One-time purchase, no subscriptions.
• Immediate Download: Ready to use upon purchase.
What’s Included?
• Excel Dashboard Template: Pre-designed and easy to navigate.
• Password File: For viewing and editing formulas.
• Customization Guide: Instructions for unlocking and editing elements.
Professional Support
• Video Tutorials: A step-by-step guide to navigating and using the template.
• Customization Services: Tailor the template to meet your business needs.
• Post-Purchase Support: Dedicated assistance for any questions or issues.
• Secure Payments: Pay via Stripe or PayPal (no account required).
How to Use
1. Open the Template: Start by accessing the dashboard file.
2. Set Fiscal Year: Use the ‘Indicators’ menu to select your fiscal year start month.
3. Input Your Data: Replace sample data with actual data in the ‘Enter Data’ menu (locked formula cells ensure accuracy).
4. View Monthly Performance: Select the desired month from the drop-down in the ‘Monthly Dashboard’ menu.
5. Review Year-to-Date Metrics: Choose the month in the
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