For a "how to" overview of creating something like this, check out our blog about it! https://www.pineapplecf.com/post/cfo...

Link to our original CFO Dashboard Excel example:    • CFO Dashboard Excel example  

Want to learn in more detail how to create a dashboard from start to finish? Check out our online course!
https://www.pineapplecf.com/onlineco...

For more examples and details, feel free to check out Pineapple Consulting Firm at www.PineappleCF.com!

Book a consultation: https://www.pineapplecf.com/contact

0:00 Intro
0:47 Why Excel?
2:27 QBO Dashboard Commercial
2:58 Visual Overview
3:20 Step 1: Data Intake
5:30 Coupler Automation
6:26 Step 2: Detailed Historical Trends
8:43 Step 3: Create Inputs for Projections
11:42 Step 4: Create the Dashboard
16:01 Step 5: The Conversation
16:33 Summary

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