Financial Reporting Dashboard

The Challenge

Month-end close required manually merging P&L, budget, and actuals from three separate Excel files into a PowerPoint for the board. Process took 4-6 hours and was error-prone.

The Solution

Standardised three sheets into one master workbook. SheetForge dashboard with KPI cards (revenue vs budget, margin, cost by location). Board receives a link - no PDF, no email attachment, always current.

The Results

Board pack preparation time cut by 80%. Board can drill into numbers themselves. Errors from manual merging eliminated.