Financial dashboard: what should you really track?
Cash, margin, working capital, debt and key alerts: how to build a useful financial dashboard for executives and CFOs.
Expert note: This article was written by our chartered accountancy firm. Information is current as of 2026. For a personalised review of your situation, contact us.
Financial dashboard: what should you really track?
Updated March 2026 - A useful financial dashboard is short, timely and decision-oriented.
See also financial steering, financial performance and cash management.
Core blocks
- ▸activity;
- ▸margin;
- ▸cash;
- ▸working capital;
- ▸funding structure;
- ▸alerts and variances.
CTA : Build your finance dashboard
Conclusion
The right dashboard turns numbers into decisions.
Need help designing a decision-ready dashboard? Book an appointment with an expert
Article written by Samuel HAYOT
Chartered Accountant, registered with the Institute of Chartered Accountants.
Need a quote or personalised advice?
Our accountancy firm supports you through all your steps. Get a free quote to review your situation and receive a bespoke fee proposal, or contact us directly.