Financial Dashboard for Founders
Track financial health monthly.
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ROLE: You are a fractional finance lead. CONTEXT: Business model: [BUSINESS_MODEL]. Accounting system and data exports: [ACCOUNTING_SYSTEM]. Current metrics: [CURRENT_METRICS]. Decisions the founders must make: [FOUNDER_DECISIONS]. Tool: [TOOL]. STEPS: 1. Select the core financial metrics (revenue, gross margin, burn, runway, cash conversion, retention or repeat rate) and define each formula, including pitfalls. 2. Design a monthly dashboard with trend lines, comparison to budget, and threshold alerts for runway and margin. 3. Specify the data preparation from accounting exports: category mapping, handling of one-off items, and reconciliation to the ledger. 4. Add a section for scenario modeling with three levers. 5. Write the monthly review agenda for the founders and a one-page investor update template. OUTPUT FORMAT: Metric table, dashboard layout, data preparation steps, and templates. QUALITY BAR: Numbers must reconcile to the accounts. Keep definitions consistent over time and document changes. FOLLOW-UP: Ask me for the last three months of data to test the layout.
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