Managerial Reporting Excel Scorecard

Description
Our Managerial Reporting Scorecard is designed to add high value to this key CFO responsibility area - Timely reporting that drives keen insight into how your business is operating.

Once you complete the survey an easy to read graph will direct you to the areas that will create the most value from improvement. Share and debate the results with staff and colleagues to confirm where your team’s energy will be directed to significantly improve the impact your managerial reporting has on your business.

We have distilled the survey that drives the scoring into 6 section with only 26 questions. The questions are framed in a way that minimizes your time investment while maximizing the worth of the results.

The sections include:

1. Procedures and Timing related to the Close and Report availability
2. Distribution of Reports
3. Reconciliation frequency
4. Comprehensiveness of the Managerial Reports
5. Trend Analysis
6. Ratio Analysis

Let us know how we can improve our tools to better serve you.

If you have any questions or stumble along the way, please reach out to us at CFO.University. You wouldn’t be here if you didn’t believe professional growth was critical to your success. We wouldn’t be here if we couldn’t help you accomplish that.