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Find Money. Save Time. Get Advice.
With Dixie McCurley
The Top Five Business Financial Dashboards + Tips & Tricks
Contact
● Dixie McCurley
● 678-358-4570
● TrustedCFOSolutions.com
Do You Have A Dashboard? How Is It Working For You?
Do You Have A Great Looking Dashboard That You Never Use?
How Could You Use Your Financial Dashboards To Drive
Your Business Forward?
Top 5 Dashboard Tips & Tricks
1. External vs Internal Dashboards2. Role Based Dashboard3. Relevance to Client Industry4. Statistical Accounts5. Performance Cards
Tip #1Internal vs. External
Dashboards
Close The Books Reports
Tie Out Aging To Trial Balance
Intercompany Dashboards
External (TCFOS)
Enhance Transaction Communication
Operational Activity
Internal (CLIENT)
Trending Analysis
Month End Close Package Exceptions Visibility
Tip #1: Internal vs. External Dashboards
Controller Analysis Run Business
Purpose
Tip #1: Internal vs. External Dashboards
Aging vs Trial Balance Example
Tip #2Role-Based Dashboards
Tip #2: Role-Based Dashboards
Dashboard Segments With Unlimited Combinations
Role Timeframe LevelCEO 3-5 Years
Trailing 24 MonthsExecutive Summary
CFO 1-3 YearsTrailing 24 Months
Executive SummaryActual Vs. BudgetTrending
Controller Year-Over-YearMonth-Over-Month
SummaryDetailed
Operations Daily / Weekly Detailed
Sales Daily / Weekly / MTD SummaryDetailed
Tip #2: Role-Based Dashboards
CEO Example #1
Tip #2: Role-Based Dashboards
CFO Example #1
Tip #2: Role-Based Dashboards
CFO Example #2
Tip #2: Role-Based Dashboards
Operations Example #1
Tip #2: Role-Based Dashboards
Operations Example #2
Tip #2: Role-Based Dashboards
Operations Example #3
Tip #3Relevance To
Client Industry
Tip #3: Relevance To Client Industry
Restaurant / Franchise Industries
Key Metrics&
Performance Indicators
CustomerLoyalty
StoreDemographics
Marketing & Promos
POS
Payroll
SalesforceProspects
RealEstate
Budgeting
Tip #3: Relevance To Client Industry
Restaurant Industries
Key Metrics&
Performance Indicators
CustomerLoyalty
StoreDemographics
Marketing & Promos
POS
Payroll
SalesforceProspects
RealEstate
Budgeting
Tip #3: Relevance To Client Industry
Printing Industries
Key Metrics&
Performance Indicators
CustomerLoyalty
StoreDemographics
Marketing & Promos
POS
Payroll
SalesforceProspects
RealEstate
Budgeting
Tip #3: Relevance To Client Industry
Staffing Industries
Key Metrics&
Performance Indicators
CustomerLoyalty
StoreDemographics
Marketing & Promos
POS
Payroll
SalesforceProspects
RealEstate
Budgeting
Tip #3: Relevance To Client Industry
Physician/Clinic Industries
Key Metrics&
Performance Indicators
CustomerLoyalty
StoreDemographics
Marketing & Promos
POS
Payroll
SalesforceProspects
RealEstate
Budgeting
Tip #4Statistical
Dashboards
Tip #4: Statistical Dashboards
• # of Vehicles• # of Items• # of Locations
• Biz Days in Month• # of Invoices
Tip #3: Relevance To Client Industry
Catering Industries
Key Metrics&
Performance Indicators
CustomerLoyalty
StoreDemographics
Marketing & Promos
POS
Payroll
SalesforceProspects
RealEstate
Budgeting
Tip #5Performance
Cards
Tip #5: Performance Cards
Top 5 Dashboard Tips & Tricks
1. External vs Internal Dashboards2. Role Based Dashboard3. Relevance to Client Industry4. Statistical Accounts5. Performance Cards
Contact
● Dixie McCurley
● 678-358-4570
● TrustedCFOSolutions.com
The right product. The right partner.
Find Money. Save Time. Get Advice.Cloud Financial Management Software
www.TrustedCFOSolutions.com | 855-236-2384
