CFO Excel Dashboard Reporting – Josh Aharonoff

CFO Excel Dashboard Reporting – Josh Aharonoff – Immediate Download!

Data Organisation & Visualisation in CFO Excel Dashboards & Reporting: Creating Engaging & Effective Financial Dashboards

Ms. Karina G.
Excellent, well-structured, and extremely useful course.It contains a wealth of useful information and advice. I would recommend it to anyone working in finance or accounting.

Jordan S. S.
Excellent Excel course with excellent results!

S. Dimos S.
Your training is amazing and quite simple to follow; keep it up!

Meet Your CFO.

Hi! I am a fractional CFO for over 40 businesses and am passionate about finance and accounting. My favourite part of my profession is creating smart projections for businesses to assist them better understand their operations.

Are you prepared to dazzle your audience with powerful and insightful financial dashboards?

Understand the business situation quickly.

Examine the evolution of income and expense drivers over time.

Never undervalue the significance of a visually appealing presentation.

Create a succinct structure for effective reporting.

Respond to critical questions on the most important KPIs.

Combine everything in Excel.

The top CEOs I work with demand instant access to the most important information.

This enables them to make critical decisions quickly.

Learning how to present this data in a visually appealing manner has been one of the most significant game changers in my career.

It is not enough to simply present the data; without effective design, crucial data points can be neglected, and messages can become jumbled or lost entirely.

You will bring enormous value to CEOs, the executive team, the board of directors, and other important stakeholders by building engaging and effective financial dashboards.

Create the dashboards that your stakeholders require.

improved visualisation

Financial analysis that is effective

Monitoring Key Performance Indicators (KPIs)

Continuous monitoring in real time

Comparison of budgets with actuals

Reports that can be customised

Your Technology Stack
Connect your financial model to the dashboards using Excel.

Data Organisation

Create tables, add context, and then change the data with PowerQuery.

Make financial reports

Bring it all together: profit and loss, balance sheet, cash flows, and key performance indicators.

Developing a KPI Dashboard

Organise your critical metrics visually and compare them to previous times dynamically.

Construct a Spotlight Dashboard

Display your most significant metric on a single slide with an eye-catching design.

Dashboard for Budget to Actuals

Analyse your performance in key areas of your business against your budget. Use powerful charts to summarise your deviations and show the percentage hit or miss on each metric.

Mighty Digits Founder and CEO, Josh Aharonoff
Hi! I am a fractional CFO for over 40 businesses and am passionate about finance and accounting. My favourite part of my job is creating detailed projections for businesses to assist them better understand their operations, and I can’t wait to share this information with you.

I provide Finance & Accounting ideas on LinkedIn every day – if we haven’t connected yet, please drop me a line to say hi!

Course curriculum

01
Intro & Getting Started

🎥 Course Intro

🎥 Your Tech Stack

02
Organizing Your Data 
🎥 Overview

🎥 Creating Tables + Adding additional context – 1st video

🎥 Creating Tables + Adding additional context – 2nd video

🎥 Using PowerQuery to transform your data

03
Creating Summarized Financials Report

🎥 Setting Dates

🎥 Profit & Loss

🎥 Balance Sheet

🎥 Cash Flows

🎥 Custom periods & sections

04
Creating Dashboards

🎥 Getting Data Ready for Dashboards

🎥 Creating Date Selectors

🎥 Creating our first KPI

🎥 Finishing the KPI dashboard

🎥 Creating a KPI Dashboard with a graph

🎥 Creating a KPI Dashboard with a dynamic spill array linked to a chart

🎥 Budget vs Actuals pt I – designing our tables

🎥 Budget vs Actuals pt II – creating our Gauge charts

🎥 Budget vs Actuals pt III – finalizing our design

🎥 Management Report

🎥 Cash Out Dashboard

🎥 Creating a Cover Page in Excel

🎥 Creating dashboards using PivotTables

🎥 Creating Dashboards using PivotTables: PivotTable Profit & Loss

🎥 Creating Dashboards using Pivot Tables: Using Pivot Charts

🎥 Break Even Dashboard

🎥 Spotlight Dashboard Pt I – pulling in the data

🎥 Spotlight Dashboard Pt II – Designing the Dashboard

🎥 Closing Remarks

Enroll Today

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CFO Excel Dashboard Reporting – Josh Aharonoff