# CFO dashboard examples and reporting templates

Gain complete financial visibility with automated CFO reporting dashboards that consolidate data from QuickBooks or Xero. Track revenue metrics, monitor accounts payable and receivable, analyze cash flow, and make strategic decisions based on real-time insights from your accounting platforms.

## CFO dashboards for every need

**QuickBooks revenue dashboard for multi-currency accounts**  
[Link to template](https://l.rw.rw/revenue-dashboard-for-quickbooks-template?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**QuickBooks revenue dashboard for multi-currency accounts**  
[Link to template](https://l.rw.rw/dashboards/revenue-dashboard-for-quickbooks-power-bi?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**QuickBooks revenue dashboard for multi-currency accounts**  
[Link to template](https://l.rw.rw/dashboards/quickbooks-revenue-dashboard-template-spreadsheets?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**Quickbooks financial dashboard**  
[Link to template](https://l.rw.rw/dashboards/quickbooks-financial-dashboard?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**Revenue dashboard for Xero**  
[Link to template](https://l.rw.rw/dashboards/xero-revenue-dashboard?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**Xero financial dashboard**  
[Link to template](https://l.rw.rw/dashboards/xero-financial-dashboard?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**QuickBooks financial dashboard**  
[Link to template](https://l.rw.rw/dashboards/quickbooks-financial-dashboard-spreadsheets?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

**Revenue dashboard for Xero**  
[Link to template](https://l.rw.rw/dashboards/xero-revenue-dashboard-spreadsheets?originpath=%2Fdashboard-examples%2Fcfo-dashboard)

## What is a CFO dashboard?

A CFO dashboard is a centralized visualization tool that presents key financial metrics and KPIs from accounting platforms like QuickBooks and Xero in an easily digestible format. It provides a holistic view of your organization's financial health, including revenue, expenses, accounts receivable, accounts payable, and cash flow information. The dashboard combines critical financial data into visual reports that enable faster, more informed decision-making for financial leaders.

## What reports should be included on a meaningful CFO dashboard?

A comprehensive CFO dashboard should include several key financial reports that provide complete visibility into your company's performance. Based on our analysis of QuickBooks and Xero-based dashboards, we recommend incorporating these four essential report types:

1. **Revenue report**: Offers income overviews that track revenue trends across 12 months, includes customer analysis and product performance metrics.
2. **Financial report**: Delivers critical performance monitoring through profit and loss overviews and balance sheet visualizations.
3. **Accounts receivable report**: Shows outstanding customer payments by time periods and includes visualizations of unpaid invoices by customer.
4. **Accounts payable report**: Provides vendor analysis with visibility into current and overdue bills.

## What insights you can get with the CFO dashboard

1. **Accounts receivable aging and collection priorities**: Provides a detailed breakdown of outstanding customer payments categorized by aging periods.

2. **Vendor bills historical analysis**: Comprehensive historical view of all your bills over the past 12 months, including both paid and unpaid bills.

3. **Revenue tracking and customer contribution**: Tracks income patterns and shows trends in income from both monthly and yearly perspectives.

4. **Cash flow and financial position monitoring**: Provides clear visibility into your organization's liquidity position across all bank accounts.

## How to create a CFO dashboard?

1. Go to the readme tab for instructions on setting up the dashboard.
2. Click the button to set up the Coupler.io importer and connect your accounting app accounts (QuickBooks or Xero).
3. Follow the instructions to prepare and load data to the dashboard.
4. Configure the schedule for the data refresh of your CFO reporting dashboard.

## Metrics you can track with the CFO dashboard

- **Unpaid invoices amount**: Monitor outstanding customer invoices in real time, enabling focused collection efforts.
- **Overdue invoices by aging period**: Track unpaid invoices categorized by specific overdue periods for effective management of collection priorities.
- **Unpaid bills amount**: Monitor outstanding vendor payments, helping plan cash outflows effectively.
- **Monthly revenue trends**: Analyze income patterns with month-by-month revenue analysis to identify growth trajectories.
- **Profit and loss performance**: Compare revenue against expenses for multiple time periods to assess profitability trends.
- **Cash flow position**: Track cash movements through your business to ensure adequate cash reserves for operations and investments.