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With Dixie McCurley

The Top Five Business Financial Dashboards + Tips & Tricks

Contact

● Dixie McCurley

● dmccurley@tcfos.com

● 678-358-4570

● TrustedCFOSolutions.com

Do You Have A Dashboard? How Is It Working For You?

Do You Have A Great Looking Dashboard That You Never Use?

How Could You Use Your Financial Dashboards To Drive

Your Business Forward?

Top 5 Dashboard Tips & Tricks

1. External vs Internal Dashboards2. Role Based Dashboard3. Relevance to Client Industry4. Statistical Accounts5. Performance Cards

Tip #1Internal vs. External

Dashboards

Close The Books Reports

Tie Out Aging To Trial Balance

Intercompany Dashboards

External (TCFOS)

Enhance Transaction Communication

Operational Activity

Internal (CLIENT)

Trending Analysis

Month End Close Package Exceptions Visibility

Tip #1: Internal vs. External Dashboards

Controller Analysis Run Business

Purpose

Tip #1: Internal vs. External Dashboards

Aging vs Trial Balance Example

Tip #2Role-Based Dashboards

Tip #2: Role-Based Dashboards

Dashboard Segments With Unlimited Combinations

Role Timeframe LevelCEO 3-5 Years

Trailing 24 MonthsExecutive Summary

CFO 1-3 YearsTrailing 24 Months

Executive SummaryActual Vs. BudgetTrending

Controller Year-Over-YearMonth-Over-Month

SummaryDetailed

Operations Daily / Weekly Detailed

Sales Daily / Weekly / MTD SummaryDetailed

Tip #2: Role-Based Dashboards

CEO Example #1

Tip #2: Role-Based Dashboards

CFO Example #1

Tip #2: Role-Based Dashboards

CFO Example #2

Tip #2: Role-Based Dashboards

Operations Example #1

Tip #2: Role-Based Dashboards

Operations Example #2

Tip #2: Role-Based Dashboards

Operations Example #3

Tip #3Relevance To

Client Industry

Tip #3: Relevance To Client Industry

Restaurant / Franchise Industries

Key Metrics&

Performance Indicators

CustomerLoyalty

StoreDemographics

Marketing & Promos

POS

Payroll

SalesforceProspects

RealEstate

Budgeting

Tip #3: Relevance To Client Industry

Restaurant Industries

Key Metrics&

Performance Indicators

CustomerLoyalty

StoreDemographics

Marketing & Promos

POS

Payroll

SalesforceProspects

RealEstate

Budgeting

Tip #3: Relevance To Client Industry

Printing Industries

Key Metrics&

Performance Indicators

CustomerLoyalty

StoreDemographics

Marketing & Promos

POS

Payroll

SalesforceProspects

RealEstate

Budgeting

Tip #3: Relevance To Client Industry

Staffing Industries

Key Metrics&

Performance Indicators

CustomerLoyalty

StoreDemographics

Marketing & Promos

POS

Payroll

SalesforceProspects

RealEstate

Budgeting

Tip #3: Relevance To Client Industry

Physician/Clinic Industries

Key Metrics&

Performance Indicators

CustomerLoyalty

StoreDemographics

Marketing & Promos

POS

Payroll

SalesforceProspects

RealEstate

Budgeting

Tip #4Statistical

Dashboards

Tip #4: Statistical Dashboards

• # of Vehicles• # of Items• # of Locations

• Biz Days in Month• # of Invoices

Tip #3: Relevance To Client Industry

Catering Industries

Key Metrics&

Performance Indicators

CustomerLoyalty

StoreDemographics

Marketing & Promos

POS

Payroll

SalesforceProspects

RealEstate

Budgeting

Tip #5Performance

Cards

Tip #5: Performance Cards

Top 5 Dashboard Tips & Tricks

1. External vs Internal Dashboards2. Role Based Dashboard3. Relevance to Client Industry4. Statistical Accounts5. Performance Cards

Contact

● Dixie McCurley

● dmccurley@tcfos.com

● 678-358-4570

● TrustedCFOSolutions.com

The right product. The right partner.

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