Take the guesswork out of your agency's finances with this ready-to-use Excel CFO dashboard built specifically for staffing and consulting businesses. Track everything that matters — monthly revenue, gross margin, EBITDA, consultant utilization, client profitability, cash flow, and AR aging — all in one fully linked workbook.

No complicated setup required. Simply fill in your numbers and let the automated KPIs, color-coded alerts, and built-in charts do the heavy lifting. Includes both sample data worksheets (so you can see it in action immediately) and blank worksheets ready for your real data.

Perfect for agency owners, fractional CFOs, bookkeepers, and operations managers who want a professional financial overview without expensive software.

What's Included

•       Monthly revenue & gross margin tracking

•       EBITDA and profit/loss dashboard

•       Consultant utilization & client profitability tabs

•       Cash flow planner and AR aging tracker

•       Automated KPIs with color-coded alerts

•       Built-in charts for visual reporting

•       Sample data + blank worksheets

• CFO Dashboard Guide

Format: Microsoft Excel (.xlsx)     Delivery: Instant digital download