Dashboards you can share with clients and investors
The monthly ritual most practices run is an export, a rebuild and a slide deck, and it is out of date by the time the meeting starts. The dashboard is not the hard part. Keeping it current is.
Alpyne builds client-facing views on the same conformed data the rest of the platform uses, so they are current because the data is, rather than because somebody refreshed them on Sunday night.
Three steps, and the first one is the one that matters.
- 01
Conform
Connect the client’s systems and map their chart of accounts to your standard structure.
- 02
Deploy
Put a dashboard in front of them under your brand, built around what they actually watch.
- 03
Compare
Because every client is conformed the same way, the roster becomes comparable rather than nine separate projects.
Conforming is first because everything above it depends on each client’s books meaning the same thing. How the layers fit together →
The parts, specifically.
- Built on conformed, multi-client data
- The same normalized structure underneath every client, which is what makes a dashboard comparable across your roster rather than a bespoke build each time.
- Full white label
- Your firm’s name, mark and colours on the dashboard, the monthly package and the exported PDF, on your own subdomain. Your clients see your practice, not ours.
- KPIs that matter to each client
- A SaaS client, a contractor and a commerce business do not watch the same numbers. Build the view around what a particular client actually looks at.
- Board-ready packages
- The monthly reporting package and the board deck generated from the same numbers the dashboard uses, so the deck and the ledger cannot disagree.
- Per-client access
- Share with a client or an investor without handing over ledger logins, and control who sees what per engagement.
Questions people ask
- What is a CFO dashboard?
A live view of the numbers a business is actually run on: cash, revenue, margin, runway and whichever operating metrics matter for that company. For a fractional CFO it is also the deliverable a client sees most often, which is why it carries your brand rather than your software vendor’s.
- How do I build a financial dashboard for clients?
Connect the client’s accounting and operating systems, map their chart of accounts to a standard structure so the numbers mean the same thing across your roster, then build the view around the handful of metrics that client actually acts on. The structure is what makes the next client cheap to onboard.
- What KPIs should a fractional CFO track?
It depends on the business model, which is the point. A SaaS client wants retention, CAC payback and ARR movement. A contractor wants gross margin by job, backlog and collections. A commerce business wants contribution margin after fulfilment. Tracking the same twelve metrics for everybody is how a dashboard becomes decoration.
- Are the dashboards real-time?
They read from live connected data rather than a monthly export, so they reflect the books as they are now. How current that is depends on how often the underlying source system syncs.
Next: The platform overview · Forecasting and models · What a seat costs
Try it on one client.
Connect the books you know best and judge it against what you would have done yourself.
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