FP&A
A checklist for an effective dashboard
A simple 10 point checklist that we give Metapraxis analysts to use when they create an executive dashboard.
- Does the design and layout of the dashboard conform to current best practice and quality standards?
- Is there an immediate and obvious answer to the ‘so what’ question for every table and chart?
- Are we always using the simplest and most easily understood chart to convey the message?
- Does our commentary add real insight and meaning to the numbers, rather than simply describing them in words?
- Is the insight communicated in a way that can be understood by a manager who is not financially qualified?
- If we have been asked to address business-specific questions in our project brief, are we answering them?
- If we have not, have we come up with our own questions about the business, as if we were the CEO?
- Is the title of each dashboard panel the specific question we are addressing within it?
- Are we addressing the real current issues in this business sector?
- What is the size of the prize and is it big enough to matter?
Abhishek Singh
COO
Abhi joined Metapraxis in 2011 and now leads Operations from our US office. A passionate fan of the Indian cricket team, he also plays cricket at a high level when not watching the game.
FOLLOW US
Latest Posts
Best Practices for Capital Expenditure Forecasting: Enhancing Financial Decision-Making
FP&A Best Practices for Capital Expenditure Forecasting: Enhancing Financial Decision-Making Optimize your business's long-term growth with powerful capex forecasting and scenario modelling tools.Capital expenditure (Capex) forecasting is an often-overlooked...
Introducing “The Power of Storytelling in FP&A”
FP&A Introducing "The Power of Storytelling in FP&A" Discover the transformative power of storytelling in FP&A and learn how it can enhance communication, engagement, and decision-making in the world of finance.Financial Planning and Analysis (FP&A) is...
Metapraxis recognized as G2 High Performer
NEWS Metapraxis recognized as G2 High Performer Metapraxis ranked as a High Performer in Winter 2023 G2 Grid Reports for CPMFOLLOW USWe are pleased to announce that Metapraxis has been recognized as a “High Performer” in G2’s (business software and services review...
