Financial Dashboard

Instead of sending my clients Profit & Loss statements with tons of numbers that can be overwhelming to understand, I built a financial dashboard that shows them their KPI’s comparing month over month financials as well as a combined view.

Click through and toggle between the months to see how easy it can be to read your P&L!

If you’re a fractional CFO who is interested in creating financial dashboards for your own clients, we can make that happen!


Intermediate Service

The Echo Project →

Included

Initial Consultation

Brainstorming Session

Collaborative Planning

Customized Deliverables

Multiple Feedback Rounds

Actionable Recommendations

Post-Project Support