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CFO Dashboard

The CFO Dashboard provides a high-level overview of an organization's financial performance, including revenue, expenditures, net assets, and cash trends. This dashboard helps finance teams track key financial metrics, optimize expenditures, and improve financial decision-making.

Key Metrics at a Glance:​

  • Revenue: The total income generated from various sources.
  • Expenditures: The total expenses incurred during the period.
  • Net Assets: The remaining assets after deducting liabilities.
  • Program Expenses: The total amount spent on operational programs.
  • Program Efficiency: The percentage of expenses allocated directly to programs.
  • Clients Served: The total number of clients benefiting from the organization’s services.
  • Cost per Client: The average cost incurred per client served.

Visual Components:​

  • Revenue Analysis: A bar chart breaking down revenue sources such as contributions, grants, and tuition.
  • Expenditures Analysis: A waterfall chart detailing expenses across different categories (e.g., direct expenses, administrative costs, personnel expenses).
  • Cash Balance by Fund: A bar chart showing the distribution of cash across various funds.
  • Cash Trend by Fund (Stacked): A line chart tracking the running totals of different funds over time.

Benefits of this Dashboard:​

  • Financial Transparency: Provides a clear view of revenue and expense distribution.
  • Improved Budget Management: Helps track program expenses and efficiency for better resource allocation.
  • Enhanced Cash Flow Monitoring: Analyzes cash trends to ensure financial stability.
  • Cost Optimization: Identifies areas where costs can be reduced while maintaining efficiency.
  • Strategic Decision-Making: Supports financial leaders in making data-driven decisions for long-term sustainability.

Filtering​

You can filter the dashboards using these filtering panels:

  • Company
  • Book ID
  • Fiscal Year
  • Location
  • Project Type
  • Project