Finance Dashboard
Finance Dashboard
Finance Dashboard
Finance Dashboard
Finance Dashboard

Finance Dashboard

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The clear picture online business owners need to make informed decisions, fast.

Whether you’re a course creator, coach, or service provider, this dashboard places all of your key financial data at your fingertips so you can easily access real-time information. It’s a must-have tool for businesses setting their sights on how to grow successfully.   

About the Finance Dashboard

Say goodbye to boring profit and loss reports! Bid farewell to toggling between different spreadsheets and muddling your way through complicated software. And welcome a simpler way to organize your data for good. The initial setup is fast and the platform is quick and friendly to use too. 

The dashboard comes with four distinct pages that automatically generate important metrics, providing you with the vital data you need to succeed in your day-to-day operations. Leverage the dashboard to view your finances in a clean, straightforward platform to optimize comprehension of your records, and take the right action to scale your business. 

What’s Included

  • REVENUE OVERVIEW: Track sales and revenue goals, refund rates, and easily stay focused with the projections calculator
  • EXPENSE AND PROFIT OVERVIEW: Monitor operating expenses and profit margins to ensure you know everywhere your money goes out
  • PRODUCT SALES OVERVIEW: Keep tabs on development with this page focused on sales for each product or project
  • REVENUE CALCULATOR: Break down each income stream to create a projection you can meet monthly and annually 
  • A step-by-step video tutorial on how to set up the dashboard
  • Cheatsheet PDF guides serve as handy references for setup and maintenance 
  • Access to all future updates so your dashboard stays current with new developments 

Plus Free Bonuses to Maximize Your Digital Bookkeeping

  • Video tutorial on troubleshooting any issues or questions in Data Studio

Tools Required

  • Google Data Studio (free)
  • Google Sheets (free)
  • Zapier (paid account)*
  • QBO or another accounting software (paid or free depending on software)*

*These tools are not required to make the dashboard work, but they will make it as automated as possible.

Refund Policy

For all digital products we have a 14-day refund window.

We understand that sometimes a purchase happens and it's just not quite the right fit! If you are unsatisfied with the product(s) you purchased, please email us at We'll be happy to work with you to find a solution. If you email us within 14 days of your purchase, we can fully refund you for the product(s). 

In addition, we offer a monthly Q&A call to anyone who has purchased one or more products from The CFO Shop. We encourage you to attend these monthly calls to receive support and get your questions answered.

For all live workshops we have a 14-day refund window leading up to the workshop. We do not issue refunds after the live workshop is complete.

Licenses Explained

Business Owner License

This option is for any individuals who are purchasing a product for their own, single use.

Bookkeeper/CFO License

This option is for any bookkeepers or CFO's who want to use a product with multiple clients. You can then re-brand it and customize it as if it's your own. You can choose the 5 license option or the 10+ license option, depending on how many clients you'll be using the product with.


What type of support is offered when I purchase this product?

Emily hosts a monthly Q&A call and anyone who has purchased one or more products from her is welcome to join each month. There's a form to submit your question ahead of time so Emily will definitely get to your question. We record all Q&A calls and use a tool called Searchie so you can quickly search for key words within all of our Q&A recordings. You're also welcome to email us with small questions at

What format are the instructions in?

For all products we include written instructions in a PDF, as well as video tutorials with the option of closed captions. We try to make the information as accessible as possible, but if you have any additional requests, please email us at

How is this product delivered?

I use Thinkific to deliver the product, tutorials, and bonuses. After you complete the payment, you will be brought to my Thinkific school where you'll be asked to set up a login and then you can immediately access the product.

Can I use this product if I'm not from the U.S.?

Yes, this product will still be useful if you live in another country. However, any tax related topics will obviously be different, so keep that in mind when you're doing your bookkeeping, strategizing for tax savings, etc. If this product includes video tutorials in QBO, please keep in mind that the layout of your version of QBO may be different than mine, but the general features should be the same.

Additional questions? Email us at!

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