Free Template · Accounting & Finance
Finance KPI Dashboard Template
A finance KPI dashboard — cash runway, gross margin, operating cash flow, DSO/DPO, budget variance, and close cycle time — with why each matters.
What's inside
- 7 founder/CFO KPIs
- Why each matters
- Monthly cadence
- Fill-in 'your value' column
Format: PDF · 1 page · Free to use and adapt.
Download this template — free
Enter your details and we'll start your download and email you the link.
No spam. We'll occasionally share relevant remote-staffing tips — unsubscribe anytime.
Preview
Inside the template: Finance KPIs
Fill the last column monthly. Watch direction and runway, not just the snapshot.
Finance KPIs
| Metric | Why it matters | Cadence | Your value |
|---|---|---|---|
| Cash runway | Months of cash at current burn | Monthly | — |
| Gross margin | Pricing & delivery health | Monthly | — |
| Operating cash flow | Real cash generated | Monthly | — |
| AR days (DSO) | How fast you collect | Monthly | — |
| AP days (DPO) | How you manage payables | Monthly | — |
| Budget variance | Plan vs actual | Monthly | — |
| Close cycle time | Days to close the books | Monthly | — |
How to use it
Three steps
- Download the PDF (email-gated, free) and open it alongside the work you want to organise.
- Fill the 'your value' or log columns from your own systems for one period first, then track the trend rather than the absolute number.
- Share the adapted version with whoever will use it and revisit it after the first month — most teams trim it once the habit sticks.
Need the person, not just the template?
Hire a remote financial analyst →Have the dashboard built and refreshed for you — from $9/hour.
Finance KPI Dashboard Template — FAQs
A finance KPI dashboard — cash runway, gross margin, operating cash flow, DSO/DPO, budget variance, and close cycle time — with why each matters. It and covers 7 founder/CFO KPIs, Why each matters, Monthly cadence, Fill-in 'your value' column. Format: PDF, one page, free to use and adapt.
Business owners, controllers and bookkeepers running or outsourcing bookkeeping, month-end close and reporting — from solo operators to multi-entity finance teams.
Yes. It is free — we ask for a work email so we can send the download link. It ships as a PDF you can print or copy into your own document; adapt it freely for internal use. It is provided for planning and is not legal, financial, tax or compliance advice.
It is system-agnostic — QuickBooks Online, Xero, NetSuite, Sage or spreadsheets. Zedtreeo's remote bookkeepers and accountants work inside whichever ledger you already run.
Need the People, Not Just the Template?
Zedtreeo places pre-vetted remote staff from $1,056/month with a free 5-day trial — replacement at no cost, no contracts.