CFO Dashboard Template
Executive financial overview template tracking revenue, expenses, assets, liabilities, and key metrics with weekly and annual comparisons.
A comprehensive CFO Dashboard template designed for executive-level financial analysis and reporting. The template includes multiple interconnected sheets for tracking revenue streams by client and service, expenses by category, and assets by classification. It features a Metrics Log that aggregates financial data and calculates key performance indicators including net profit, operating income, EBITDA, and cash flow. The dashboard supports both weekly and annual views with dynamic calculations that adjust based on the selected reporting period. Built-in formulas reference data across sheets and include conditional logic to handle different time horizons. Ideal for CFOs, finance directors, and business owners requiring consolidated financial visibility.
What's inside
- Dynamic weekly and annual reporting views
- Automated net profit and operating income calculations
- EBITDA tracking capability
- Multi-sheet data consolidation with cross-references
- Revenue tracking by client and service type
- Expense categorization system
- Asset classification and tracking
- SUBTOTAL and SUM formulas for aggregation
- Conditional formatting support for period selection
- Filterable metrics log with cumulative totals
Download this template
.xlsx · 10 sheets · included with lifetime access
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