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Josh Aharonoff - CFO Excel Dashboard & Reporting

Josh Aharonoff - CFO Excel Dashboard & Reporting

$29.94 $499.00 -94%
No tax

Data Organization & Visualization:

Creating Engaging & Effective Financial Dashboards


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Description

      The best CEOs I work with want quick insight into what matters most

      This allows them to act fast in making vital decisions

      Learning how to provide this data in a visually compelling way has been one of the biggest game-changers in my career.

      Presenting the data is not enough - without proper design, important data points can get overlooked and messages can get confused or lost entirely.

      By creating engaging and effective financial dashboards, you'll add tremendous value to CEOs, the executive team, board of directors, and other key stakeholders.

      Create dashboards your stakeholders need

      • Enhanced visualization
      • Efficient financial analysis
      • Key Performance Indicator (KPI) tracking
      • Real-time monitoring
      • Budget-to-actuals comparison
      • Customizable reports

      Your Tech Stack

      Use Excel to connect your financial model directly to the dashboards.

      Organizing Data

      Create tables, add additional context, and then use PowerQuery to transform the data

      Create Financial Reports

      Bring it all together - Profit & Loss, Balance Sheet, Cash Flows, and KPIs

      Creating a KPI Dashboard

      Organize your key metrics in a visually appealing way and compare it to prior periods dynamically

      Create a Spotlight Dashboard

      Showcase your most important metric on one slide with a design that will captivate your audience

      Budget to Actuals Dashboard

      ​Analyze your performance against your budget in the key areas of your business. Summarize your variances with powerful charts to showcase % hit or miss on each metric

      Your Instructor

      Josh Aharonoff

      Founder & CEO of Mighty Digits

      Hi! I am a fractional CFO for 40+ startups, and love all things Finance & Accounting. My favorite part of my job involves building sophisticated forecasts for companies  to help them understand their business better, and I can't wait to share this knowledge with you

      Everyday I post Finance & Accounting tips on linkedin - if we haven't connected yet, feel free to drop me a line to say hello!

      Course FAQs

      Who is this course for?

      This course is for Finance & Accounting professionals looking to take their financial reporting & excel skillset to the next level

      What will I learn in this course?

      We will start off covering how to structure our data so that it is easily refreshable and scalable to use in our dashboards & reports. We will then create various reports & dashboards in a dynamic & visually appealing manner

      What come with the course?

      You can purchase just the templates, or the full course with the templates, handouts, and videos showing you how to create each dashboard & report. We also offer an option where you can send us your data, and we will send you back a file with these dashboards connected to your dataset

      What tools do I need for this course?

      The only tool you will need is Microsoft excel, however it is also encouraged to have a license for Microsoft Powerpoint, and a 3 statement model that we will use to create our dashboards & reports. If you do not have a 3 statement model, you can utilize the templates included with the course.

      Why use excel and not Power BI, or another data visualization software?

      Power BI and other data visualization tools are great, and can add tremendous value to your dashboards. This course focuses on maximizing what you can do with Microsoft excel, given how widely used & easy to manage it is.

      How long will I have access?

      You will get lifetime access to this course

      Do I have to start the course at a particular time?

      The course is entirely on demand, so you are welcome to start and pause at any point

      Sales Page: https://www.yourcfoguy.com/courses/cfo-dashboards

      CFO Excel Dashboard & Reporting Course Content

      a screenshot of the course content

      Product Details

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