CFO Dashboard Excel Example 2.0: Step-by-Step Guide to Creating a Powerful CFO-Level Dashboard

For a "how to" overview of creating something like this, check out our blog about it! www.pineapplecf.com/post/cfo-...
Link to our original CFO Dashboard Excel example: • CFO Dashboard Excel ex...
Want to learn in more detail how to create a dashboard from start to finish? Check out our online course!
www.pineapplecf.com/online-co...
For more examples and details, feel free to check out Pineapple Consulting Firm at www.PineappleCF.com!
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0:00 Intro
0:47 Why Excel?
2:27 QBO Dashboard Commercial
2:58 Visual Overview
3:20 Step 1: Data Intake
5:30 Coupler Automation
6:26 Step 2: Detailed Historical Trends
8:43 Step 3: Create Inputs for Projections
11:42 Step 4: Create the Dashboard
16:01 Step 5: The Conversation
16:33 Summary
#ExcelCFODashboard , #ExcelDashboardexamples , #FractionalCFODashboardExcel , #smallbusiness , #entrepreneur, #FractionalCFO

[@angrytom2217]

Excel is still relevant for CFOs! Thanks for the walkthrough. The data is so much easier to understand once it's in the dashboard. Thanks Jack!

[@pineappleconsultingfirm]

My pleasure! Glad you're on the same page!

[@MuhammadImranSharif]

FANTASTIC VIDEO FOR DASHBOARD
PLEASE SHARE FILE

[@abrahammwamza30]

Great video.
Would you be as kind enough as to share the file?
Thank you.

[@Dem0niccA]

nice work, however it is based on quickbooks formatting and specific entity setup.

[@pineappleconsultingfirm]

It is, yes. We can make it flexible with almost any Quickbooks set up though!