CFO
The CFO dashboard provides a high-level view of financial performance, including revenue, expenditures, net assets, and cash trends. It helps finance teams track key metrics, manage spending, and support financial decisions.
Benefits of this dashboard
- Increase financial transparency: Provides a clear, consolidated view of how revenue and expenses are distributed across the organization.
- Improve budget management: Helps track program‑level spending and efficiency to support more effective resource allocation.
- Enhance cash‑flow monitoring: Analyzes cash trends to maintain financial stability.
- Optimize costs: Identifies areas where expenses can be reduced without compromising operational effectiveness.
- Strengthen strategic decision‑making: Equips financial leaders with data‑driven insights to support long‑term sustainability and planning.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Program Expenses | Total amount spent on operational programs. |
| Program Efficiency | Percentage of expenses allocated directly to programs. |
| Clients Served | Total number of clients served. |
| Cost per Client | Average cost per client served. |
Visual components
| Title | View type | Description |
|---|---|---|
| Revenue | Doughnut | Shows total income by source. |
| Expenditures | Doughnut | Shows total expenses by category. |
| Net Assets | Doughnut | Shows net assets after liabilities. |
| Revenue Analysis | Waterfall | Breaks down revenue sources, such as contributions, grants, and tuition. |
| Cash Balance by Fund | Horizontal Bar | Shows cash balance by fund. |
| Expenditures Analysis | Waterfall | Breaks down expenses by category (for example, direct expenses, administrative costs, and personnel expenses). |
| Cash Trend by Fund (Stacked) | Stacked Line | Shows running fund balances over time. |
Filters
You can filter the dashboard with these panels:
- Company
- Book ID
- Fiscal Year
- Location
- Project Type
- Project