The CEO Financial Dashboard: What to Watch Every Week

Monthly financial statements are necessary — but also backward-looking. By the time you see your P&L, the month is over and the opportunity to respond has passed. A CEO financial dashboard flips this model by giving you weekly visibility into the six metrics most likely to signal something worth acting on: revenue vs. forecast, cash balance, burn rate, gross margin and accounts receivable aging. Sydney Smart, CPA walks through how to set up automated weekly reviews that take 20 minutes, why trends matter more than snapshots, which dashboard mistakes CEOs make most often, and what tools work best for real-time visibility.