CFO KPI Dashboard & Monthly Management Pack - Excel Template with Dynamic Dashboard

CFO KPI Dashboard & Monthly Management Pack - Excel Template with Dynamic Dashboard

This workbook produces the monthly management pack a CFO presents: an executive summary, the profit and loss account against budget and prior year, the balance sheet, a cash flow statement calculated from the two, a scorecard of financial and operational KPIs with status against target, twelve-month trends and a dashboard. Each month you add one column of actuals and move the reporting month forward

Instructions and guidance for using the template are included within the workbook.

This is a generic, standard template designed for use across most industries. You may need to add, remove or change items to match your own reporting systems and policies.

© Thefinanceintellect.com. Licensed for use within your own organization; not for resale or redistribution. This workbook is a general-purpose tool and is not financial, tax or legal advice. Results depend entirely on the data you enter: review them before relying on them for any decision.