Reporting and dashboards
The CFO’s numbers, the day the books close.
Zenday builds the dashboards and monthly reporting package from the close you signed off, every number traced to its entries.
Halden Software’s September dashboard. A sample company, with illustrative figures.
For the CFO
Numbers the CFO can act on.
No more dashboards from an unfinished close.
Zenday’s dashboards read the books after your controller signs off, so the CFO sees what was approved, not a mid-close export.
Every variance, with the reason attached.
Each variance over your threshold comes with its commentary drafted and traced to its entries, before the CFO asks.
Every number traces to its entries.
Most reports can’t say where a number came from. On Zenday’s dashboards, cash ties to the bank reconciliation and deferred revenue to its roll-forward, each with support.
See account reconciliationQuestions controllers and firms ask first.
What should a CFO dashboard show?
The figures the CFO runs the business on, from closed books: revenue and expenses against budget, cash, deferred revenue and where the close stands. Zenday builds them from the signed-off close, so each figure ties to the GL.
When are the dashboards updated?
When the close is signed off, so they show reviewed figures rather than a mid-close export. The CFO sees the same numbers your controller approved.
Can we see what’s behind a number?
Yes. Every figure traces to its accounts, entries and support, with the second AI’s review and the approver: the same trail your auditors follow.
Are the reports consolidated across entities?
Yes. Consolidated figures come after intercompany eliminations, with each entity’s figures beside them, so the group and every entity report from the same close.