Clarity at Your Fingertips

Financial Management Dashboard

Real Time Control of Your Business Finances

Stop guessing, start knowing. Your Financial Management Dashboard from The Cash Flow CFO puts the power of real-time financial insights directly into your hands. This out-of-the-box, self-implementing tool gives business owners like you the clarity and control needed to drive profits and growth—without waiting for complex reports or costly CFO services.

FINANCIAL CLARITY

You Deserve

Say hello to understanding your numbers at a glance. Your Financial Dashboard simplifies everything, presenting the most important metrics first. 

KEY METRICS

At Your Fingertips

Never again wonder about the financial health of your business. Get clear, actionable insights that help you stay on top of your company's performance.

Make Great Decisions

FAST

Your dashboard shows you exactly where your resources are needed. enabling you to make critical spending or cost-cutting decisions quickly and effectively.

See Pricing & Get Started

What is the Financial Management Dashboard?

Our Financial Management Dashboard is a plug-and-play solution designed to simplify financial oversight. It connects to your existing financial systems, providing a clear, visual overview of your most critical business numbers.

  • Monitor profitability in real time
  • Catch cash flow issues before they happen
  • Ensure every decision is backed by data

It’s like having a CFO in your pocket—

without the price tag.

Get Your Dashboard

Kim Senecal

CEO and High-Performance Business Coach

Get in the habit!

If you’re not in the habit of looking at your numbers and knowing where your business is at financially, not many of your other habits are going to matter.

Angie Oven

Owner & CEO of The Bridal Gallery

Couldn't imagine living without it!

I couldn’t imagine living without the Financial Dashboard The Cash Flow CFO has built out for me. I look at it all the time!
easy button

AN EASY BUTTON TO UNDERSTAND YOUR NUMBERS

What Can The Cash Flow CFO Dashboard Do for You?

Imagine having instant access to the financial data you need to make smarter decisions, faster. No more waiting weeks for financial statements or struggling to interpret complicated reports.

For Your Business:
  • More cash in the bank through smarter spending and visibility
  • Higher profit margins by tracking performance in real time
  • A clearer financial picture that highlights growth opportunities
For You as the CEO:
  • Confidence to make bold moves backed by accurate data
  • Faster decisions with numbers at your fingertips
  • Peace of mind knowing exactly where your business stands
  • Fewer sleepless nights. More control. Real results.
Get Your Dashboard Now

The Metrics You Need + The Insight You Want

With your Financial Management Dashboard, you'll understand your financial position at a glance. That means you can avoid costly mistakes and maximize opportunities when you have insight into these six key metrics:

Core Values 1

Revenue, Expenses, and Profit
Quickly gauge your financial health

core values 2

Cost of Goods Sold (COGS) Understand the direct costs of producing your goods or services

core values 3

Marketing as a Percent of Revenue
Ensure your marketing efforts align with your sales goals

core values 4 flexibility

Annual Revenue Goal
Track your progress toward yearly targets

Cash Position
Know your monthly burn rate and ensure sufficient cash reserves

Trailing Five-Month View
Monitor trends in revenue, expenses, and profit to help make data-based decisions

It’s the easiest, most cost effective way to know your numbers/ have your most important numbers at your fingertips, in real-time.

Without it, you’re flying blind—and that can cost you growth, profit, and peace of mind.

What's The Cost of A Financial Management Dashboard?

Financial Management Dashboard

Gain real-time insights into your business’s financial health with our easy-to use, customized dashboard.

$397/setup + $197/mo. 

Sign Up Now

How to Get Started

Ready to take control of your finances? The Financial Management Dashboard is available for easy purchase and self-implementation. In just a few clicks, you can have the financial clarity you’ve been searching for. Start making better financial decisions today.

Instant Access


Your business deserves financial clarity—let’s make it happen.

Your Fast-Track to Financial Clarity

This simple, actionable tool will help you quickly assess the key areas of financial health you need to address to scale your business. It’s designed to provide immediate clarity and highlight the next steps, all in under 10 minutes!

Take the

10-Minutes to $10 Million Assessment

Get your personalized results + our free Financial Health Checklist!

START THE ASSESSMENT
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