Welcome back.
It’s time to take a look at creating a financial dashboard with the knowledge and models you’ve worked on so far. Don’t let the terminology make you think this is more complicated than it needs to be. For most firms, this is going to be done in a spreadsheet tool like Google Sheets or Excel 365. There are dedicated dashboard tools out there, but I’d recommend not using them until you’ve been working with and refining a spreadsheet for your dashboard for at least a year. Most people won’t ever need a specific dashboard software package – a spreadsheet will do everything they need.
Today’s assignment is up in your podcast feed – it’s all about creating a financial dashboard for yourself. I’ve included a link below to a sample dashboard to get you started.
https://roseninstitute.com/wp-content/uploads/programs/financial-dashboard.pdf