Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies to help them understand their business better
with effective and informative financial dashboards?
Quickly understand what’s going on with the business
Compare changes to revenue and cost drivers over time
Never underestimate the importance of a visually compelling presentation
Create a concise structure for efficient reporting
Answer key questions on the most important KPIs
Tie it all together in Excel
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.
Enhanced visualization
Efficient financial analysis
Key Performance Indicator (KPI) tracking
Real-time monitoring
Budget-to-actuals comparison
Customizable reports
Use Excel to connect your financial model directly to the dashboards.
Create tables, add additional context, and then use PowerQuery to transform the data
Bring it all together – Profit & Loss, Balance Sheet, Cash Flows, and KPIs
Organize your key metrics in a visually appealing way and compare it to prior periods dynamically
Showcase your most important metric on one slide with a design that will captivate your audience
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
Instructor
Founder & CEO of Mighty Digits
Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies to help them understand their business better, and I can’t wait to share this knowledge with you
Everyday I post Finance & Accounting tips on linkedin – if we haven’t connected yet, feel free to drop me a line to say hello!
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