Why You Need a Financial Dashboard
(and Not Just Because It Looks Cool)
If spreadsheets give you hives, a financial dashboard might just be your new best friend. It’s like Instagram, but for your business finances—pretty charts, key numbers, and no political arguments.
What is a financial dashboard?
A visual representation of your business’s key financial info—profit, expenses, cash flow, KPIs—on one easy-to-digest screen.
Why it rocks:
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Saves time (goodbye 10-tab Excel sheets)
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Helps you see trends at a glance
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Gives you better decision-making power
What to include:
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Revenue vs. goals
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Burn rate (how fast you’re spending cash)
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Cash runway (how long until you run out)
Tools to build one:
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Fathom, LivePlan, Databox
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Excel or Google Sheets with graphs (for the spreadsheet-savvy)
✅ Funny Tip: A dashboard doesn’t make your finances better—but it does make the panic prettier.