Sample CFO Dashboard
A look at the kind of monthly reporting package a Fractional CFO engagement gives you, built on your real numbers instead of a spreadsheet you have to build yourself.
Revenue Trend
Cash Position Trend
Accounts Receivable Aging
What's actually behind these numbers
This business had a cash squeeze in the middle of the year: revenue kept growing but cash on hand fell for six straight months while receivables piled up. A Fractional CFO engagement flagged the AR aging problem in the June report, tightened collections terms, and had cash trending back up by September. That's the kind of thing a monthly dashboard is supposed to catch early, not explain after the fact.
Your dashboard won't look exactly like this
This page shows the shape of a monthly report, not a template every client gets. Each dashboard is built around the client's own accounting setup, business model, and the numbers that actually matter to them, so two clients rarely see the same layout.
Everything here connects to QuickBooks Online by default. With your consent, we can also pull in data from payment processors, CRM systems, point-of-sale platforms, and other APIs to build a more complete, closer to real-time picture. As we roll out client access, you'll be able to log in through our website to view your own dashboard directly.
Last updated: August 2026
This page shows a composite, illustrative dataset, not the output of any real engagement. Your own dashboard is built from your actual QuickBooks Online data.
This tool produces general planning estimates, not a quote, projection, or financial, tax, or legal opinion. The results are only as accurate as the numbers you enter, and the underlying assumptions won't match every business, so treat them as a starting point for a conversation, not a final answer. It does not constitute audit, assurance, or tax preparation services. Talk to our team about your actual numbers, or a licensed CPA for tax-specific questions. Contact us.
Want to see this built from your own numbers?
Book a free 15-minute call and we'll show you what your first month's dashboard would look like.