Description

CFO Dashboard Excel Template

Get a clear, professional view of your company’s financial health—at a glance.

The role of a CFO is demanding—overseeing profitability, cash flow, liquidity, working capital, and financing while ensuring compliance and maximizing return on investment. The CFO Dashboard Excel Template is designed to simplify this complexity by consolidating your organization’s most important financial indicators into a single, easy-to-use dashboard.

With this tool, you can quickly analyze financial performance, track KPIs, and present insights to your team or stakeholders in a professional, visually appealing format. No extra software, macros, or setup required—just enter your data, and the dashboard does the rest.

What You Can Track with the CFO Dashboard

• Revenue – Top-line performance with growth and target comparisons.

• Gross Profit – Measure contribution margins to cover operating and finance costs.

• Operating Profit – Understand earnings before interest and tax (EBIT).

• Net Profit – View residual value for shareholders.

• Cash Flow – Monitor operating, financing, and investing activities.

• Working Capital – Track receivables, payables, and inventory with aging and trends.

• Balance Sheet Ratios – Analyze current ratio, quick ratio, and debt-to-equity ratio.

This all-in-one financial tool gives CFOs and finance leaders the clarity needed to make smarter, data-driven decisions.

Key Features

• Ready-to-use Excel template with sample data

• Covers Income Statement, Cash Flow, and Balance Sheet metrics

• Easy to edit and fully customizable

• Professionally designed visuals for impactful reporting

• Consolidates all KPIs in one view

• Print-ready layouts (no watermarks)

• No installation, macros, or monthly fees

• Instant download—start using immediately

What’s Included

• CFO Dashboard Excel Template (plug in your data and go)

• Text file with password for formula visibility

• Guide to unlocking and customizing elements

• Step-by-step video tutorial for navigation and setup

Professional Support

• Post-purchase assistance for setup and usage

• Optional customization services to tailor the dashboard to your business needs

• Secure payment via Stripe or PayPal (no account required)

How It Works

1. Open the template.

2. Set your fiscal year start month in the Indicators menu.

3. Replace sample figures with your actual financial data in the Enter Data section.

4. View results instantly on the Monthly Dashboard or YTD Dashboard with interactive dropdowns.

5. Print or share professional reports with one click.

✅ The CFO Dashboard Excel Template is your reliable tool to streamline financial analysis, save time, and present insights that drive smarter business decisions.