One‑Screen KPI Examples
A shared one‑screen KPI dashboard example lays out eight executive cards (revenue, COGS, gross margin, opex, net income, cash flow etc.) with prior‑period and budget toggles—designed to populate from QuickBooks for quick variance drills. A companion post refreshed Power BI basics for loading, DAX measures and visual design for finance teams. (x.com) (x.com)
YourCFOGuy sells a ready-made KPI dashboard template and a separate "Build a KPI Dashboard" worksheet; the paid KPI dashboard template is listed at $19.99 on his site. Josh Aharonoff ("Your CFO Guy") publishes multiple dashboard tutorials and templates on YouTube and his site, including recent videos titled "How to Build the Perfect Profit & Loss Dashboard" and other finance-dashboard walkthroughs that accompany downloadable templates. (yourcfoguy.com) Multiple methods exist to populate Power BI from QuickBooks: a native QuickBooks Online connector, third‑party connectors (Alpha Serve, CData), direct API extracts into a staging store, or ETL tools like Coupler.io that explicitly list invoices, transactions, chart-of-accounts and reports as loadable datasets. Power BI authoring features recommended for one‑screen executive KPIs include reusable DAX measures for dynamic totals, the official "Measures in Power BI" guidance for model design, and the visual calculations capability for lightweight visual-level logic introduced into Power BI Desktop. Practical FP&A measure examples mapped to an executive KPI screen: a rolling 12-month gross‑margin measure by product, COGS decomposition by SKU or channel, and days‑sales‑outstanding/working‑capital days derived from AR/AP ledgers — all cited as common CFO dashboard metrics in recent practitioner guides and Your CFO Guy templates. Operational steps to make the dashboard executive‑ready include implementing scheduled refresh and gateway configuration, enforcing QuickBooks API permissions for service accounts, and keeping the Power BI model thin with measures rather than duplicated calculated columns to improve refresh time and clarity.
