Excelled Academy | Financial Dashboards CFOs Trust
One executive view for actuals, budgets, forecasts
- by products, regions, or period -
updated monthly, without rebuilding reports
Power BI-style dashboards - in Excel - where finance actually works
How Executives Use These Dashboards
Most leadership teams don’t have a data problem.
They have a reporting structure problem.
Actuals, budgets, forecasts live in different files, owned by different teams, refreshed in different ways.
Every reporting cycle becomes a rebuild, with time is spent reconciling numbers instead of reviewing performance.
Our dashboards consolidate financials into a single executive model that updates reliably each month.
These dashboards replace:
- Monthly board and management packs
- Investor slide decks
- Separate finance, sales, and KPI reports
Typical use cases:
- Forecasting and performance tracking
- Revenue and margin reporting
- Churn and retention analysis
What changes after implementation:
- Monthly reporting becomes a quick refresh, not a rebuild
- Actuals, budgets, and forecasts live in one trusted model
- Performance can be viewed by product, country, or period without creating new files
- Finance spends less time reconciling and more time analysing
Dashboard in Practice
This video demonstrates how fragmented reports are combined into a single executive view
that allows leadership to review performance confidently without manual reconciliation or last-minute fixes
Executive Reporting Review
This is the required starting point for any executive dashboard engagement.
Assess
Assessment of your current reporting packs and underlying data flows
Define
Definition of what executive-ready reporting looks like for your organisation
Recommend
Recommendation on whether Excel dashboards are the right solution
45 minute working session | £249
If implementation proceeds, the fee is credited in full.
Why CFOs Use Us?
Our dashboards are built by finance professionals, designed to stand up under executive and board scrutiny.
Experience
Chartered Accountant with 15+ years in FP&A and commercial finance. We understand what executives need and what they challenge.
Problem Solvers
Most teams are sold expensive BI tools when the real problem is reporting design. We build in Excel where it meets executive standards - and recommend alternatives when it doesn’t.
Proven Results
Our dashboards have been used for forecasting, performance management, and board reporting across multiple industries.
Frequently Asked Questions
- Why is this review paid? This session is designed to define scope and confirm value. It avoids free consulting calls and ensures time is spent solving the right reporting problem.
- Will Excel suffice? Where it meets executive standards, yes. Where not, we recommend the correct solution.
- Who is this for? CFOs, Finance Directors, and senior finance leaders responsible for board and investor reporting.
- What happens after the review? If there is a clear case to proceed, you receive a defined scope, timeline, and fixed investment for implementation.
Next steps
If your reporting takes days to prepare and still raises questions, start with the Executive Reporting Review.