Description

CFO Dashboard Quarterly Performance Review – Excel Template

Transform the way you analyze and present your organization’s financial health.

As a CFO, your role is to safeguard and grow the financial well-being of your business—ensuring compliance, managing liquidity, overseeing return on investment, and guiding long-term strategy. The CFO Dashboard Quarterly Performance Review Excel Template makes this job easier by consolidating your organization’s most critical financial metrics into one clear, professional dashboard.

With a single glance, you’ll gain a comprehensive view of profitability, expenses, and cash flow, enabling you to present insights confidently to your team and stakeholders. Designed for clarity and impact, this dashboard saves time, enhances decision-making, and delivers actionable insights every quarter.

Key Metrics Tracked

• Revenue – Top-line results with target achievements and growth comparisons

• Gross Profit – Contribution margins to cover operating and financing costs

• Operating Profit (EBIT) – Performance after cost of goods sold and operational expenses

• Net Profit – Final earnings available for shareholders

• Operating Expenses – Detailed breakdown of employee, admin, selling, and marketing costs

Key Features

• Complete financial overview: Income Statement, Cash Flow, and Balance Sheet insights

• Ready-to-use Excel template with editable sample data

• Fully customizable and visually appealing design

• Instant download—no installation, macros, or monthly fees

• Print-ready spreadsheets (no watermarks)

• Professionally designed for accuracy and clarity

What’s Included

• CFO Dashboard Quarterly Performance Review Excel Template

• Text file with password for formula visibility

• Guide to unlocking and customizing elements

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

Professional Support

• Post-purchase support 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 dashboard 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. Explore quarterly results in the Monthly Dashboard and YTD Dashboard with interactive dropdowns.

5. Print and share polished financial reports instantly.

✅ With the CFO Dashboard Quarterly Performance Review Excel Template, you’ll simplify financial reporting, monitor KPIs with confidence, and present insights that support smarter, data-driven decisions.