Executive Dashboards

All the critical info you need to know — always close at hand.

Introducing the Advanced CFO Executive Dashboard.

We know managing and growing a business is hard work — especially when all your data, tracking metrics and KPIs are scattered across multiple systems or buried in hard-to-find places, making it near impossible to stay in-tune with your company’s performance. It’s why at Advanced CFO, we’re introducing a whole new way to keep track of all your important information in one place with Executive Dashboards.

Our dashboards are designed to give you:

  • Greater visibility and understanding of your business
  • The ability to match your business plan with real-time data and results
  • An opportunity for employees to improve and maintain their work ethic

And because every business, and every executive, is different, we made our dashboards completely customizable to fit your needs.

  • Revenue and sales team revenue month-to-date
  • Profitability and net income data
  • New customers month-to-date
  • Billings vs. bookings
  • Cash balance in bank
  • Cash flow forecasts
  • Payables in the next 30 days
  • Equivalent CEO features

  • Key metrics including: APR or MRR, New customers, New customers ACV, Churn, CAC, Customer LTV, Gross Margins

VP of Sales
  • Sales team revenue month-to-date

  • Average close price or average contract value

  • Average contract length

  • Received leads

  • Month-to-date sales pipeline by rep

  • Sales closed by geography

VP of Marketing
  • Sales team revenue month-to-date

  • Site visitors

  • Lead breakdowns (sales and marketing qualified)

  • Google click thru rates

  • Google conversion rates

Keeping critical data like this close allows you to set your focus and make quick, confident decisions to improve your business. It’s all part of our commitment to give the companies we work with the accessibility, organization and coordination needed to grow and reach their goals.

Outsourced CFOs

to help make tough decisions.

Access to Knowledge

gained from years of business financial and management experience.

CFOs Who Will Help You

run your business as if it were their own.

Flexible Scheduling

according to your business budget and needs.


you’re busy growing your business. You’re making tough decisions on a daily basis that will forever shape your company. What if you had a seasoned CFO who could take the guesswork and worry out of tough decisions at a fraction of the cost of a full time employee? That’s what our outsourced CFOs do.

Are you ready to make finance

a competitive advantage?