Excelled Academy | Dashboards CFOs Rely On
One financial model for actuals, budgets, and forecasts.
Quick refresh. Used monthly. Trusted by leadership.
How Executives Use These Dashboards
The problem we fix
Most finance teams already have the data.
What they don’t have is:
- One place where actuals, budgets, and forecasts live together
- A structure that refreshes easily every month
- Confidence that the numbers will reconcile without manual fixes
As a result:
- Reporting cycles are slow and cumbersome
- Time is spent checking numbers instead of reviewing performance
- Leadership and teams get lost in the detail
The Dashboard Approach
We build a single Excel-based financial model that:
- Pulls together actuals, budgets, and forecasts
- Allows performance to be viewed by product, region, or period
- Refreshes monthly without rebuilding reports
- Replaces multiple management packs and ad-hoc analyses
Typical use cases:
- Monthly CFO and leadership reporting
- Forecasting and variance analysis
- Revenue, margin, and cost performance
- Management discussions that require consistent numbers month to month
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
Our Three-Step Approach
Excelled Academy helps CFOs and finance leaders turn fragmented reporting into a
single, reliable executive dashboard through a structured three-stage approach.
Executive Reporting Review
£750 | 90 minutes
A structured assessment to determine whether your reporting can reliably support an executive-grade dashboard.
Design & Architecture Phase
£1,500 | Fixed-fee
Define the dashboard structure, validate data readiness, and lock scope before committing to build.
Dashboard
Build
From £4,500
Single-tab, executive-ready dashboard with KPIs, automated refresh, and board-ready visuals
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 their a paid review? This session is a structured, time-boxed assessment to determine whether your reporting can support an executive-grade dashboard and ensures time is spent solving the right reporting problem.
- Is Excel really enough? Often, yes. Where it is not, we recommend alternatives rather than forcing Excel to do the wrong job.
- Who is this for? CFOs, Finance Directors, and senior finance leaders responsible for board and investor reporting.
- What happens after the review? If the assessment indicates a dashboard is feasible, you can proceed to the Design & Architecture Phase to define scope and validate data.
Next steps
If your monthly reporting takes significant time and still feels unrealiable,
start with the Executive Reporting Review.