CFO Excel Dashboard and Reporting – Josh Aharonoff

CFO Excel Dashboard and Reporting – We will start off covering how to structure our data so that it is easily refreshable and scalable to use in our dashboards & reports.

We will then create various reports & dashboards in a dynamic & visually appealing manner

Access to the course showing how to build the dashboards, along with the related templates.

Are you ready to impress with effective and informative financial dashboards?

• Quickly understand what’s going on with the business
• Compare changes to revenue and cost drivers over time
• Never underestimate the importance of a visually compelling presentation
• Create a concise structure for efficient reporting
• Answer key questions on the most important KPIs
• Tie it all together in Excel

Learning how to provide this data in a visually compelling way has been one of the biggest game-changers in my career.

Presenting the data is not enough – without proper design, important data points can get overlooked and messages can get confused or lost entirely.

By creating engaging and effective financial dashboards, you’ll add tremendous value to CEOs, the executive team, board of directors, and other key stakeholders.

What’s inside CFO Excel Dashboard and Reporting?

• Intro & Getting Started
• Organizing Your Data
• Creating Summarized Financials Report
• Creating Dashboards

This course is for Finance & Accounting professionals looking to take their financial reporting & excel skillset to the next level

The only tool you will need is Microsoft excel, however it is also encouraged to have a license for Microsoft Powerpoint, and a 3 statement model that we will use to create our dashboards & reports.

If you do not have a 3 statement model, you can utilize the templates included with the course.