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CFO

Excel Dashboard & Reporting

Data Organization & Visualization:
Creating Engaging & Effective Financial Dashboards

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Karina G.

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Really great, well-structured and very helpful course.It includes lots of practical tips and knowledge. I would recommend to anyone in the field of Finance and Accounting.
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Jordan S.

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Great excel course and love the output!
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Dimos S.

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Your course is fantastic, super easy to follow, keep killing it!

Meet
Your CFO Guy

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

Contact Us

Connect your data

We will build the dashboards for you using your data. Additionally, you will have live-time access to the videos + templates course.

CFO plans

Most Popular

$399

Templates + Videos

Access to the course showing how to build the dashboards, along with the related templates.

$199

Only Templates

Get 15 templates to provide key insights to your exec team, board, and other stakeholders.

Are you ready to impress

with effective and informative financial dashboards?

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Quickly understand what's going on with the business

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Compare changes to revenue and cost drivers over time

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Never underestimate the importance of a visually compelling presentation

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Create a concise structure for efficient reporting

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Answer key questions on the most important KPIs

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Tie it all together in Excel

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.

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

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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

Learn from a CFO

Anchor 2 - CFO courses

Your Tech Stack

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

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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

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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

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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

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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!

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Anchor 1 - CFO courses
  • Intro & Overview
    🎥 Why you need a 3 statement model
  • Getting Started
    🎥 Your Tech Stack 🎥 Setting up your file 🎥 Create a template tab (Part I) - Set dates 🎥 Create a template tab (Part II)
  • Creating your financial statements
    🎥 Importing from your accounting software: Income statement 🎥 Importing from your accounting software: Balance Sheet 🎥 Creating them from scratch: Building a Profit & Loss 🎥 Creating them from scratch: Building a Balance Sheet 🎥 Understanding how a Statement of Cash Flows works 🎥 Building a Statement of Cash Flows 🎥 Building an error check
  • Putting it all together
    🎥 Testing all 3 statements 🎥 4 practical examples 🎥 Example #1 - Raising $15m in Preferred Stock 🎥 Example #2 - Raising $5m in convertible note 🎥 Example #3 - Selling a $120k annual contract 🎥 Example #4 - Purchasing inventory with a 3 month cushion 🎥 Closing remarks and next steps...
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About this course

$399

30 lessons​

3 hours of video content

  • Intro & Overview
    🎥 Why you need a 3 statement model
  • Getting Started
    🎥 Your Tech Stack 🎥 Setting up your file 🎥 Create a template tab (Part I) - Set dates 🎥 Create a template tab (Part II)
  • Creating your financial statements
    🎥 Importing from your accounting software: Income statement 🎥 Importing from your accounting software: Balance Sheet 🎥 Creating them from scratch: Building a Profit & Loss 🎥 Creating them from scratch: Building a Balance Sheet 🎥 Understanding how a Statement of Cash Flows works 🎥 Building a Statement of Cash Flows 🎥 Building an error check
  • Putting it all together
    🎥 Testing all 3 statements 🎥 4 practical examples 🎥 Example #1 - Raising $15m in Preferred Stock 🎥 Example #2 - Raising $5m in convertible note 🎥 Example #3 - Selling a $120k annual contract 🎥 Example #4 - Purchasing inventory with a 3 month cushion 🎥 Closing remarks and next steps...

Master the Art of Visually Engaging Reporting with CFO Dashboards

30-Day Money-Back Guarantee

Your CFO Guy is committed to helping you create the best quality CFO dashboards. As such, we offer a 30-day money-back guarantee. If you are not satisfied with the course, you can request a full refund within 30 days of your purchase.

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To be eligible for a refund, you must have completed the course within 30 days of purchase and must provide proof of course completion. If you have any questions or would like to request a refund, please contact us at support@yourcfoguy.com within 30 days of purchase.

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We are dedicated to helping you succeed, and we are confident that the CFO Dashboards course will help you do just that.

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