Episode 3: Management Dashboard artwork
The Cash Flow CFO Podcast

Episode 3: Management Dashboard

  • S1E3
  • 14:35
  • December 5th 2022

“A management dashboard is a report that you will look at monthly, that will give you the financial KPIs of your business.

So, the management dashboards that we use for our clients, we love to color code them, and we make them visually fun to look at. And so, they're getting a wealth of information at the same time, it's something that they enjoy and they want to continue to look at.”

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  • Andrea Jenson


Welcome to a brand-new episode of the Cash Flow CFO Podcast.

Today, join me as we talk about the "Management Dashboard." Have you ever heard of it? What is it exactly? Is it significant to your company? In a nutshell, a management dashboard is a report that lists the financial KPIs of your company and that you will review on a monthly basis.

In this episode, I'll share the importance of a visually fun-to-look-at management dashboard that won't overwhelm or intimidate anyone looking at it. All about KPIs  (I’m sure as an employee in a corporate setting, we've all heard of this acronym before), and I detail the data you will typically find on a management dashboard.

Join me to discover more information!

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The Cash Flow CFO Podcast

Hey everybody, welcome to The Cash Flow CFO podcast, the show that explores the financial side of running a business for people who want to maximize profitability and scale with confidence.

If you want to make smart financial decisions based on data and put more of your hard-earned profits into your pocket, this is the podcast for you.

The Cash Flow CFO Podcast is brought to you by The Cash Flow CFO. Did you know that, on average, business owners have up to 84% of their personal net worth tied up in their business? Our team of virtual CPAs and CFOs, as well as accounting and bookkeeping experts empower business owners just like you to make big leaps that help them maximize profitability and scale with confidence.

Visit thecashflowcfo.com for more information, and thank you for listening.