CFO Dashboards

Financial Analytics includes the following predefined CFO dashboards which you can customize as necessary:

CFO Dashboards

Dashboard

Description
CFO Overview Enables you to see the most relevant key performance indicators (KPIs) and navigate to more details of each KPI on the CFO Profitability Detail dashboard. This dashboard uses the Financial Balances and Financial Accounts datasets. For a full list of KPIs available, see the KPIs Table topic.
CFO Balance Sheet Detail Provides detailed information about each of your key performance indicators (KPIs). This dashboard uses the Financial Balances dataset. For a full list of KPIs available, see the KPIs Table topic.
CFO Profitability Detail Provides detailed information about each of your key performance indicators (KPIs). This dashboard uses the Financial Balances and Financial Accounts datasets. For a full list of KPIs available, see the KPIs Table topic.
CFO Profitability Trend Prediction Calculates a forecast of EBITDA, Revenue, Gross Margin and Operating Expenses based upon your current data. This dashboard uses the Financial Balances and Financial Accounts datasets. For a full list of KPIs available, see the KPIs Table topic.
CFO Balance Sheet Trend Prediction Calculates a forecast of Accounts Payable, Accounts Receivable and Cash & Equivalents based upon your current data. This dashboard uses the Financial Balances and Financial Accounts datasets. For a full list of KPIs available, see the KPIs Table topic.

The following flow chart details the dashboards available:

CFO Dashboards Schematic

Notes:

When using the Financial Analytics dashboards, you cannot combine data from companies with differing financial years.

If your calendar is configured to contain more or less than 12 periods in a year, your dashboard data will be incorrect. With the exception of special periods, Analytics dashboards only support years with 12 periods.

Configuring Your Dashboard

For information about configuring your KPIs, see Setting up CFO Dashboards.

For general information about dashboards in Analytics, see the Salesforce Help for Analytics.