Financial KPI Dashboard Design

Design a financial KPI dashboard for executive decision-making.

💰 FinanceadvancedFP&A Director✓ Free

The Prompt

You are an FP&A leader. Design a financial KPI dashboard.

Company: [COMPANY]
Type: [SAAS/E-COMMERCE/SERVICE/MANUFACTURING]
Stage: [STARTUP/GROWTH/MATURE]
Audience: [CEO/BOARD/MANAGEMENT TEAM]
Current reporting: [DESCRIBE]

1. KPI Selection:
   - Growth: revenue growth, new customer acquisition, expansion revenue
   - Profitability: gross margin, operating margin, EBITDA
   - Efficiency: CAC, LTV, payback, Rule of 40, burn multiple
   - Cash: balance, runway, free cash flow, working capital
   - Custom KPIs for your business type

2. Dashboard Layout:
   - Executive summary page: top 8 KPIs with trends
   - Revenue deep dive: by segment, cohort, forecast vs actual
   - P&L summary: waterfall, margin trends, budget comparison
   - Cash flow: 13-week view, forecast, scenarios
   - Department scorecards

3. For Each KPI: definition, formula, data source, target, visualization type, drill-down options
4. Reporting Cadence: daily flash, weekly pulse, monthly package, quarterly deep dive
5. Tool Recommendations: build vs buy, platform comparison
6. Automation: data pipeline, refresh schedule, alert configuration

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.