Dashboard
Guides and best practices on setting up, configuring, and leveraging group financial dashboards for real-time visibility and reporting.
Why Your Group Budget vs Actual Dashboard Never Looks Right — And How to Fix It
Marcus is the CFO of a six-entity professional services group. Every month, his board asks the same question: “How are…
Group Cash Position Dashboard: How Multi-Entity Groups Monitor Cash Across All Entities
When the CFO of a six-entity professional services group asked his group controller for the current cash position, the answer…
Why Nobody Looks at Your Group Dashboard (And How to Build One They Will)
The CFO at a six-entity distribution group asked his finance team to build a group dashboard in January. By February…
Why Your Multi-Entity Group Still Doesn’t Have a Real Dashboard
Every Monday morning, Sarah opened five browser tabs. One for each of the Xero accounts her group ran: three UK…
How Finance Teams Should Use Dashboards (And What to Avoid)
A financial dashboard, in theory, is one of the most useful tools a finance team has. Real-time visibility over revenue,…