CFO Dashboard Examples | Geckoboard (2024)

This dashboard is used by the CFO to understand how individual teams (based in different states) are performing against budgeted revenue projections for the year. The total budgeted revenue for the year is $7.579 million and they have so far achieved $6.058 million. (Figures in the dashboard are displayed in multiples of 1000, which is a common practice in accounting).

In the bottom left corner, we can also see how revenue is tracking against the forecast. Forecasts are created at the start of the financial year and normally updated every quarter. By creating a realistic forecast, a business can better understand if they are ahead or behind budget in relation to where they would expect to be at that time of year.

In the middle section, the CFO is tracking the performance of individual teams in different states. They are using a dot chart system to flag any teams which are at risk of not hitting their target for the year. Two teams are high risk, and are looking unlikely to reach their target. Finally, on the right, we can see all teams’ current revenue performance as a proportion of their target revenue for the year.

CFO Dashboard Examples | Geckoboard (2024)

FAQs

What should be on a CFO dashboard? ›

It includes both high-level and detailed breakdown of assets, liabilities, equity and key ratios. Graphic elements provide CFOs and other stakeholders with a quick understanding of how key indicators are changing over time.

What should a financial dashboard include? ›

The finance dashboard centers around four important financial indicators; gross profit margin, OPEX ratio, operating profit margin, and net profit margin.

What does a CEO want to see in a dashboard? ›

A CEO dashboard visualizes your business data and tracks the health of your business by measuring revenue trends, growth and operational cash flow.

Which dashboard is used by executives? ›

What is An Executive Dashboard? An executive dashboard displays key performance indicators (KPIs) data in one location so corporate officers can make the agile, data-driven decisions that drive productivity, grow revenue, and reduce risk.

What KPIs do CFOs care about? ›

Some examples of crucial CFO KPIs include operating cash flow, revenue growth rate, gross profit margin, net profit margin, operating expense ratio, working capital ratio, return on equity, and the debt-to-equity ratio.

What are the four pillars of CFO success? ›

There are four pillars: Accounting, Finance, Treasury, and Leadership.

What is the CFO executive dashboard? ›

A CFO dashboard is used by a CFO (Chief Financial Officer) or Finance Director to maintain a high-level overview of their company's financial health and overall performance. It supports them as they maintain operational oversight and plan for future eventualities.

What is the CEO financial dashboard template? ›

CEO Dashboard is an Excel Template that will help you to appropriately organize major financial business indicators in single view and present the most important business information to your CEO and team in an eye-catching way. This executive dashboard visualizes organizational KPIs, metrics, and data.

How many KPIs should be on a dashboard? ›

So any one person ideally should not own more than three KPIs. This is the principle we build from. But, since any goal can require one to three KPIs to tell its full story, a team with three to five priority goals may end up with a dozen or more KPIs they collectively will monitor.

What is the most important KPI for a CEO? ›

Here are some CEO KPIs that you might consider across different companies:
  1. Revenue growth. Revenue growth means your earnings are increasing over time. ...
  2. Profit margin. ...
  3. Net promoter score. ...
  4. Customer satisfaction. ...
  5. Employee satisfaction. ...
  6. Spending. ...
  7. System quality. ...
  8. Return on investments.
Mar 10, 2023

What are two metrics a CFO should always monitor? ›

Operating Cash Flow. EBITDA & EBITDA Growth. Return on Equity. Total-Debt-to-Equity Ratio.

What is included in a CFO report? ›

These reports can include many aspects of your company's financial picture, including: Revenue Streams. Cost of Goods Sold. Operating Expenses.

What reports should a CFO do? ›

This includes the income statement, balance sheet, and cash flow statement. What are some common financial metrics used by CFOs? Common financial metrics used by CFOs include revenue growth, profit margins, return on investment (ROI), cash flow, and debt-to-equity ratio.

What is the CFO dashboard for cash flow? ›

CFO dashboards are a digital display tool that holds all the financial information in one place and keeps everything visible. This includes company cash flow, revenue, costs, etc. Advanced software and CFO dashboard templates offer personalized insights and analysis.

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