Understanding Your Financial Dashboard

Your financial dashboard is a small set of signals that tell you if the business is healthy. Read it like a health check, not a novel.

Step 1: Start with cash on hand

Cash is oxygen. Ask how many weeks of operations it covers at current spend.

Step 2: Check revenue trend

Look at the last three months. Steady growth, flat lines, and drops each tell a different story.

Step 3: Review gross margin

Margin shows if your price covers delivery. Small margin shifts matter more than small revenue shifts.

Step 4: Scan expenses by category

Find the fastest growing cost. Ask why it moved before you cut at random.

Step 5: Ask the CFO agent to explain one chart

Pick the chart you understand least. Plain-language notes build confidence.

What happens next

You will scan the dashboard in minutes and only dive deep when something changes.