The document discusses how business dashboards can transform companies by giving executives quick access to real-time key performance data on metrics like revenue, sales, profits, and more; it provides examples of common dashboard benefits like increased visibility, time savings, and improved decision making; and it offers advice on which specific data points different roles like the CEO, CFO, and VP of Sales should track in their customized dashboards.

1. How Business Dashboards Will Transform Your Company
Welcome to the Webinar

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Dave Chase
Managing Partner
Matt Peterson
CEO & Growth Strategy Advisor

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No Matter Your Business - Data is Your Life Blood

4. Sound familiar?
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This is how a CEO feels when he/she asks for data
from the CFO and they get back another spreadsheet

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You’ve Probably Heard These Terms…
• Business Intelligence (BI)
• Data Analytics
• Business Analysis
• Big Data
• Business Dashboards

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Key Data Comes From Many Sources

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What is an Executive Dashboard?
An Executive Dashboard is a visual data representation that
gives company executives a quick and easy way to view
their company’s performance in real-time and can enable
smarter and faster decisions.

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Dashboard Examples

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What are the Top 5 Benefits of Dashboards?

10. Top 5 Benefits
1. Visibility
2. Ongoing Improvements
3. Time Savings
4. Judge Performance Against
Plan
5. Employee Performance
Improvements
• Insight into the current status of the company
• Insight can turn into action for individuals and
managers
• Display monitor in prominent place (sales &
marketing)
Visibility

11. Top 5 Benefits
• Peter Drucker: “If you can’t measure it, you
can’t improve it”
• No longer have to wait until the end of the
month
• Remote access to KPI’s can change the
velocity of the company
• Real-time customer service data points
• Built-in FP&A resource
Ongoing Improvements1. Visibility
2. Ongoing Improvements
3. Time Savings
4. Judge Performance Against
Plan
5. Employee Performance
Improvements

12. Top 5 Benefits
• Executives spend countless hours deciphering
data
• Dashboards are live and current
• Significantly reduce the time dedicated for
monthly Board Reports
• Immediate access via Mobile
Time Savings1. Visibility
2. Ongoing Improvements
3. Time Savings
4. Judge Performance Against
Plan
5. Employee Performance
Improvements

13. Top 5 Benefits
• Less time evaluating the plan
• Show targets vs. LIVE actuals
• Speed up execution of the plan or make course
corrections sooner
Judge Performance Against Plan1. Visibility
2. Ongoing Improvements
3. Time Savings
4. Judge Performance Against
Plan
5. Employee Performance
Improvements

14. Top 5 Benefits
• Team members get to see how they are
performing as individuals AND teams
• Helps modify individual behavior
• Ability to rank recent performance against peers
• Where performance is measured performance
improves
Employee Performance Improvements1. Visibility
2. Ongoing Improvements
3. Time Savings
4. Judge Performance Against
Plan
5. Employee Performance
Improvements

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What Data Points Should be Tracked?
CEO – The Basics
• Revenue MTD
• By source: direct, channel, online,
affiliate
• vs. target
• YTD vs. target
• Forecast for rest of fiscal year
• Growth rate YOY
• Sales Team Revenue MTD –
• vs. target
• Broken down by rep
• Profitability/Net income
• MTD, QTD, YTD
• Billings vs. Bookings
• Cash balance in bank
• Cash flow forecast
• Aging of receivables
• Payables in the next 30
days
• New Customer count
• MTD, QTD, YTD, GT

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What Data Points Should be Tracked?
CFO - The Basics
• CEO data points PLUS:
Key Metrics – Subscription company (if applicable)
ARR or MRR
New Customers
New Customer ACV
Churn
CAC
Customer LTV
LTV/CAC
Gross Margins

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What Data Points Should be Tracked?
VP of Sales – The Basics
• Sales Team Revenue MTD –
• vs. team target
• Broken down by rep vs.
target
• sorted by those in the
lead
• Sales Team Revenue
• QTD & YTD vs. target
• Average close price or Average
contract value
• Average contract length
• Leads received
• Conversion rate by rep
• MTD sales pipeline by rep
• Sales closed by geography
• If SaaS see subscription KPI’s

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What Data Points Should be Tracked?
VP of Marketing – The Basics
a. Sales Team Revenue MTD –
i. vs. target
ii. broken down by rep
b. Site visitors
c. Leads breakdown
i. SQL Leads – Sales Qualified
ii. MQL Leads – Marketing Qualified
d. Google Click Through rates
e. Google Conversion rates

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Marketing – Lead Analytics

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FAQ’s
1. Why is Advanced CFO now offering data dashboards?
2. Are these dashboards in the cloud or do they reside on my local network?
3. How current is the data in these dashboards?
4. How many different kinds of dashboards are there?
5. Who builds and maintains the dashboards?
6. Does ACFO provide insight and analysis of the dashboards?
7. Can I see a live demo of how this all works?

21. • CFO/Controller Advisors
• Executive Dashboards: Building, Maintenance, Analysis
• CEO & Growth Strategy Advisors: Sales, Marketing, Operations
• We've got your business covered
Advanced CFO “Trifecta”
CFO
Advisors
Executive
Dashboards
CEO &
Growth
Strategy
Advisors
Advanced
CFO

22. Contact us for more information!
Matt Peterson
CEO & Growth Strategy Advisor
mpeterson@advancedcfo.com
801.616.1585
www.advancedcfo.com