What’s On Your Dashboard

  • Cash position and cash flow trends
  • Revenue and profitability by month
  • Key performance indicators specific to your business and industry
  • Budget vs. actual performance
  • Accounts receivable and accounts payable snapshots
  • Forecast tracking against your Scale Forecast targets

Built By the People Who Know Your Numbers

Your CEO Dashboard isn’t a generic template — it’s built and kept current by the same three-person team already managing your books: your bookkeeper, senior accountant, and fractional CFO. The numbers on your dashboard are the same numbers they’re reviewing, reconciling, and advising on every month.

Why It Matters

  • See it before it’s a problem. Catch a cash flow dip or a margin slide while there’s still time to act.
  • Make decisions with real data. No more waiting on a report to know if you can afford that hire or that equipment purchase.
  • One source of truth. Everyone on your leadership team is looking at the same numbers, updated the same way.
  • Scale With Confidence. See Sample CEO Dashboard.