Visualize Financial Data in a CFO Dashboard with Power BI

Finance leaders require data from across the enterprise in shown in a consolidated CFO dashboard to ensure they can make the best financial decisions for the organization.  Having your data stored in disparate enterprise application systems.  Presenting a consolidated view of a companies data is more difficult than ever.  Creating an executive CFO dashboard with Power BI can quickly pull together data and create a comprehension dashboard.  Start with your easily identified data such as Excel files to begin your journey.  Then connect Power BI to these files to create CFO dashboards that can be accessed from your PC, tablet or mobile device. Interested in learning more? Ask us about our financial dashboard examples that show you how to take your data and move it to a modern data and analytics solution in the cloud.

Are you frustrated by your current reporting solution?  Can you access your metrics and Key Performance Indicators (KPIs) on your table or phone?  Does your financial team have self-service and actionable data and reporting?  If not, move to a modern dashboard and analytics platform.  Convert a CFO dashboard excel format to an interactive data visualization tool that enables better decision making.

According to Deloitte, “By improving visibility into profitability, finance can help drive other enhancements, for example, more effective pricing strategies and identification of opportunities for cost reduction.”  Are you currently able to effectively see your data and respond to changes in your business?  If not, we work with you to build a CFO Dashboard example using your data so you can see exactly how a dashboard can allow you to gain insights into your operations.

Current CFO Data Challenges

  • Getting a daily, weekly or monthly view of data is time consuming and highly manual
  • Frustrated by limited ability to monitor and measure business performance
  • Consolidated view of CFO KPI Dashboard metrics
  • Limited ability to accurately forecast sales or budget
  • Access to insight into all aspects of business operations is difficult due to disparate systems

Power BI Dashboard Solutions

We can show you Power BI executive dashboard examples.  See what other executives are using to drive improvements in their business.  Get automated and mobile Power BI CEO dashboards to complement your CFO dashboard.

Organizations that leverage Power BI to implement executive CFO dashboards can gain the following business insights.

  • Access data from across the enterprise to create a on stop shop for dashboards and reports
  • Gain deeper insights into your data through drill downs and trend analysis
  • Securely create and deploy mobile reporting or tablets or phones
  • Dashboards that highlight KPIs and critical data
  • Quickly identify the best and worst performing sales, customers or products
  • Data integration can be done within Power BI without requiring a data warehouse build

Learn about our CFO Dashboard Sample Quick Starts – CFO Dashboard Examples

Top 10 CFO Dashboard KPIs

Executive CFO Dashboard Components

CFO dashboards with Power BI typically include the following key reporting areas.  Automate reporting to improve efficiency and drive data driven decision by using a Power BI financial dashboard.

  • Cash Flow
  • Orders
  • Order to Cash
  • Opportunities to Sales
  • AR Aging
  • Inventory
  • CapEX and OpEx
  • Profit and Loss
  • Operations
  • HR

Read about how to get Executive Dashboards with Power BI

See the Top 5 Reason CFO’s need Power BI

Watch this video for to see how Excel data can be transformed into interactive reports and Power BI sample dashboards examples.

To see an example of how Power BI can visualize data – Power BI Dashboard Sample

Looking for ideas of CFO Sample Dashboard KPIs?

Top 10 CFO Dashboard KPIs

Get better insights and analytics around these common CFO Dashboard metrics:

  1. Net Income
  2. Working Capital
  3. Operating Cash Flow
  4. Payroll Headcount
  5. Current Ratio
  6. Debt to Equity Ratio
  7. Accounts Payable Turnover
  8. Accounts Receivable Turnover
  9. Total Sales
  10. Budget Variance

Ready to get started on your Dashboard journey?  We can show you financial dashboard examples to see the art of what is possible.  Have an idea of what you need?  We can work with you to build a CFO dashboard example or start with a simple CFO KPI dashboard on your data in as little as 10 days.

Our 3 Step Data Transformation Plan gets you started building Power BI financial dashboards in as little as 10 day – Data Transformation Plan


Get a CFO Dashboard or CEO Dashboard that rolls up critical KPIs and metrics.  Hold your team accountable and respond to issues quickly by spotting issues in your operations and sales. Not sure exactly how you can transform your data into interactive reports and dashboards? As us about our dashboard examples and see the possibilities and how you can leverage them to improve your business.


CFO Dashboards on All Devices

CFO Dashboards on All Devices