CFO Financial Scorecard Dashboard

Use this dashboard to provide a centralized executive view of financial performance using SyteLine ERP data in Birst BI. The dashboard provides a financial scorecard for strategic decision-making.

The dashboard supports monitoring of financial health, operational efficiency, and business sustainability. The users can track financial, operational, and risk-related KPIs across the organization.

The dashboard consolidates key metrics into a single analytical view, improves visibility into financial stability, cost efficiency, forecast accuracy, compliance, and business performance, and supports data-driven decisions for financial discipline, transparency, resource allocation, and long-term value creation.

This dashboard displays the information based on these KPIs:

  • Cost of Sales
  • Gross Profit Margin %
  • Operating Margin
  • ROCE (Return on Capital Employed)
  • Operating Expenses %
  • Cash Flow Margin %
  • Cash Conversion Cycle
  • Cash Flow
  • Debt to Equity
  • Days Sales Outstanding
  • Days Inventory Outstanding
  • Days Payable Outstanding

The dashboard includes these widgets:

  • Cash Conversion cycle
  • Cash Flow
  • Revenue vs Costs
  • Working Capital

These are the filters associated with this dashboard:

  • Site
  • Account Year Period
  • GL Account
  • Unit 1
  • Unit 2
  • Unit 3
  • Unit 4