Flagship engagement
Financial Planning Dashboard Commission
A done-for-you planning dashboard tailored to your mid-sized enterprise: board-ready views of cash, forecasts, and departmental budgets.
Who it is for
CFOs, FP&A leads, and controllers at mid-sized enterprises that need clearer monthly planning packs
The result
A living planning dashboard your finance team owns—cash runway, forecast vs actual, and departmental commitments in one place
What is included
- Discovery sessions with finance stakeholders
- Source-system mapping for GL, payroll, and sales feeds
- Custom chart layouts for board and management packs
- Handoff documentation and two coaching sessions
What stays outside scope
- Ongoing ERP implementation
- Statutory audit work
- 24/7 monitoring contracts
How we work
- Discovery and data inventory
- Prototype planning views
- Review with finance leadership
- Final build, training, and handoff
Preparation
Have recent management accounts, forecast spreadsheets, and a list of report recipients ready
Constraints
Requires read access to agreed source systems and a nominated finance owner