Board Finance Dashboard Template

A simple board-level finance dashboard for the numbers that deserve attention before the meeting starts.

This free Excel template is designed for CFOs, finance leaders, executive directors, and board finance committees that want a concise view of liquidity, forecast pressure, reserves, and near-term financial risk without turning the board package into a spreadsheet dump.

What the dashboard tracks

• Unrestricted cash and months of cash
• Forecast gap versus plan
• Reserve position
• 90-day cash movement
• Board-level warning flags
• A compact view of financial conditions that may require discussion or action

How to use it

1. Replace the sample assumptions with your organization’s current data.
2. Review formulas and thresholds so they reflect your own liquidity and reserve policy.
3. Use the dashboard as the first page of the finance section, then move detailed statements and schedules behind it.
4. Focus the board discussion on what changed, what could change next, and which decisions are required.

No payment. No email gate. Download it, adapt it, and make it useful for your organization.

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This template is provided for general educational purposes. Review formulas, assumptions, and thresholds for your own circumstances before relying on it for financial, legal, tax, lending, or investment decisions.