KPI Dashboard
Per-client KPI configuration with monthly observations and the few signals that explain the month.
Phase 03 / Monthly CFO Operating System
Fractional CFO work, run from one operating system.
Phase 03 is the recurring monthly cadence: close data, KPI observations, Working Brief, forecast versions, actions, decisions, and the CFO Pack in one connected workflow.
Phase 03 workspace
April CFO cycle
Working Brief
Drafting
Forecast v4
Locked
CFO Pack
Review
1Close data reviewedDone
2KPI observations updatedDone
3Working Brief draftedDone
4Forecast version lockedDone
5Actions and decisions capturedDone
6Pack generated and reviewedActive
7Next month rolled forwardActive
Facts
Close data and KPI observations start the month.
Narrative
The Working Brief explains what changed.
Discipline
Actions and decisions keep context alive.
Output
The Pack comes from reviewed operating work.
MONTHLY LOOP
The same seven moves, every month.
Phase 03 gives the engagement a rhythm. The CFO still does the judgment. The platform keeps the work connected so the Pack is generated from reviewed monthly inputs, not rebuilt from memory.
See how this fits the methodology1Close data reviewed
2KPI observations updated
3Working Brief drafted
4Forecast version locked
5Actions and decisions captured
6Pack generated and reviewed
7Next month rolled forward
SIX SURFACES
Each surface handles one part of the CFO cadence.
This is not a dashboard page with extra tabs. The six surfaces are the operating system: facts, narrative, commitments, decisions, assumptions, and output.
Working Brief
The internal source of truth for narrative, analysis, KPI substitution, and Pack drafting.
Action Register
Commitments captured with owner, due date, status, and source meeting.
Decision Log
Material decisions time-stamped and linked to actions and forecast versions.
Forecast Versions
Locked forecast versions that preserve the assumptions from when they were sent.
Monthly CFO Pack
The reviewed client-ready output generated from the same monthly operating work.
From work to output
The Pack is not the workflow. It is the result of the workflow.
The monthly CFO Pack is generated from the Working Brief, KPI observations, Action Register, Decision Log, and locked forecast version. That is what makes it reviewable.
See report systemOperating stack
One month, one source of work
1
Facts
Close data, KPI observations, source context
2
Analysis
Working Brief and forecast assumptions
3
Commitments
Actions, owners, due dates, decisions
4
Output
Monthly CFO Pack and reviewed deliverables
WHAT EACH SURFACE REPLACES
Less assembly, more operating memory.
The system is designed to replace the scattered places where monthly finance work normally hides: spreadsheets, notes, emails, meeting memory, and one-off report drafts.
SurfaceSourceReplacesOutput
KPI DashboardKPI observationsScattered dashboards and control workbooksMonthly signal set
Working BriefAnalysis and narrativeWord notes, Slack threads, meeting memoryPack-ready context
Action RegisterCommitmentsEmail follow-ups and manual trackersOwned action list
Decision LogMaterial decisionsUnsearchable meeting notesDecision history
Forecast VersionsAssumptions and scenariosOverwritten spreadsheetsLocked forecast record
Monthly CFO PackReviewed monthly workEnd-of-month assembly scrambleClient-ready deliverable
CADENCE
Month after month, the system gets easier to trust.
Phase 03 is powerful because it repeats. Each month rolls forward with prior context, open actions, decision history, and the forecast version that was active when decisions were made.
BD 1-5
Close review
Actuals, source data, KPI observations
BD 6-9
Brief and forecast
Narrative and assumptions
BD 10-12
Pack review
Advisor review and client output
TRUST GUARDRAILS
The monthly loop needs controls because the output matters.
Reports, forecasts, decisions, and actions all affect owner, lender, and board conversations. Phase 03 keeps those changes traceable.
Audit trail
Every edit captured with actor, timestamp, before state, and after state.
Final means final
Deliverables move through draft, review, and final states. Final output is immutable.
AI assists drafting
AI supports brief and Pack drafting. Humans review before publish.
Walkthrough
See your next monthly CFO cycle in the platform.
Walk through the Phase 03 workspace, the Monthly CFO Pack, and the operating loop with your business as the example.