6 Great Excel Report Templates for Fractional CFOs

Managing financial data across multiple clients shouldn’t feel like herding cats. Yet many fractional CFOs spend countless hours manually exporting data, switching between accounting systems, and rebuilding broken Excel formulas. 

The right templates can transform this chaos into streamlined efficiency.

Benefits of Live Finance Dashboards for CFOs

• Real-time decision making becomes possible. Live dashboards eliminate the lag between data changes and strategic decisions, allowing CFOs to respond quickly to financial shifts across their client portfolio.
• Multi-client management gets simplified. Instead of juggling separate reports for each client, connected dashboards provide a unified view of all financial operations from a single interface.
• Manual data entry vanishes completely. Automated data refresh means no more copying and pasting from QuickBooks exports or fixing broken formulas when clients modify their chart of accounts.
• Accuracy improves dramatically. Direct connections to source systems eliminate human error from manual data transfers, ensuring financial reports reflect true business performance.
• Scalability becomes effortless. Whether managing 3 clients or 30, live dashboards grow with your practice without proportionally increasing your workload.

Top 7 Finance Reports & Dashboards for CFOs

Financial Model Report

This comprehensive financial model template unifies key metrics from GA4, HubSpot, Chargebee/Stripe, and QuickBooks, providing a complete view of business performance. 

The template tracks month-over-month web visitors, signups, MQLs, SQLs, opportunities, and trials, segmented by organic and paid channels. It calculates customer acquisition costs and forecasts long-term financial health by monitoring total new customers alongside revenue and expenses.

Key advantages of this template:

• Segment channel performance to refine marketing strategy and resource allocation
• Identify funnel bottlenecks for conversion optimization and sustainable growth
• Forecast financial trajectory using integrated revenue and expense tracking
• Eliminate manual data entry with direct system connections

Transform your data into actionable insights with powerful visualizations and built-in formulas that let you run scenarios and see potential decision impacts before implementation.

Download the SaaS Financial Model Template

Cash Runway Report

Don’t let dwindling cash reserves catch you off guard. This cash runway template provides a clear picture of financial stability, empowering strategic decision-making through comprehensive cash flow analysis. 

The template calculates months covered to understand how long current cash reserves will sustain business operations and monitors expenses left to cover for identifying potential funding gaps.

Key advantages of this template:

• Calculate months of runway to understand operational sustainability
• Monitor spending patterns to identify cost-saving opportunities
• Automate data updates through direct QuickBooks connections
• Customize financial models to match specific business needs

The template enhances familiar spreadsheet environments by connecting to live data, removing manual updates while facilitating team collaboration through shared access to real-time financial projections.

Download the Cash Runway Template

P&L Report

Stop wasting time piecing together SaaS financials manually. This template connects directly to QuickBooks, eliminating manual data imports while ensuring financial reports reflect the latest information. 

Track ARR, churn, and logos acquired to understand growth trajectory and identify improvement areas. With up-to-date revenue, COGS, and operating expense data, you can pinpoint what’s impacting your bottom line.

Key advantages of this template:

• Eliminate copy-paste errors through direct QuickBooks integration
• Share up-to-date reports with always-current data connections
• Understand growth patterns via comprehensive revenue tracking
• Calculate cash efficiency with live data for effective resource management

The template combines spreadsheet familiarity and flexibility with live data connections, ensuring your spreadsheets always reflect the latest QuickBooks information without manual intervention.

Download the SaaS P&L Template

Ecomm Chart of Accounts Report

This comprehensive ecommerce chart of accounts template organizes and categorizes all financial transactions for online retail businesses. 

It serves as the backbone of ecommerce accounting systems, providing clear overviews of assets, liabilities, equity, revenue, and expenses specific to online selling operations. 

The template tracks current assets like cash and inventory, revenue accounts including sales and shipping revenue, and expense accounts covering marketing, technology, and payment processing fees.

Key advantages of this template:

• Tailored for ecommerce with specific online retail financial categories
• Real-time data access through QuickBooks integration via Coefficient
• Customizable structure that adapts to specific business needs
• Improved financial visibility for identifying trends and opportunities

The template establishes a standardized, comprehensive financial tracking system that simplifies tax preparation, ensures compliance, and enables data-driven decisions based on real-time financial information.

Download the Ecommerce Chart of Accounts Template

Balance Sheet

This QuickBooks Balance Sheet template provides real-time financial snapshots, helping you make informed decisions with up-to-date data. 

The template outlines company assets, liabilities, and equity, offering a clear picture of what the business owns and owes. It adheres to the fundamental accounting equation (Assets = Liabilities + Equity) while tracking current assets, fixed assets, current liabilities, long-term liabilities, and total equity.

Key advantages of this template:

• Real-time data synchronization for the most current financial information
• Customizable reporting tailored to specific needs and preferences
• Time-saving automation that eliminates manual data entry and reduces errors
• Historical comparisons for easy period-over-period analysis

Monitor financial growth and changes over time while identifying potential issues before they become critical, all through accurate, timely data that guides strategic business choices.

Download the QuickBooks Balance Sheet Template

Revenue Dashboard

This Stripe Revenue Dashboard template provides instant access to key financial data, compiling critical payment processing metrics into a comprehensive overview of business financial health. 

The template tracks Monthly Recurring Revenue (MRR), customer growth, average revenue per account, and lifetime value (LTV). By consolidating this information in one place, the dashboard allows quick performance assessment, trend identification, and data-driven growth decisions.

Key advantages of this template:

• Real-time data updates through direct Stripe account connections
• Comprehensive financial overview with key metrics in easy-to-understand visualizations
• Time-saving automation that eliminates manual data entry and updates
• Customizable insights by adding or removing business-specific metrics

Transform your data into actionable insights while fostering data-driven culture across your organization through shared access to real-time financial performance metrics.

Download the Stripe Revenue Dashboard Template

What-If Analysis Report

Financial decision-making requires testing multiple scenarios, but manual analysis takes hours and invites errors. This template helps model financial outcomes using QuickBooks data, enabling smarter business decisions through data-driven forecasting. 

Test various hypotheses like price increases or cost reductions without real-world implementation risks. The template focuses on revenue, COGS, gross profit, net income, and ROI rate metrics.

Key advantages of this template:

• Risk-free decision modeling to test scenarios before implementation
• Strategic clarity through visualization of financial relationship impacts
• Instant insights without spreadsheet expertise through pre-built formulas
• Comprehensive impact assessment across entire financial structures

Transform static QuickBooks data into a dynamic decision-making framework that helps identify optimal strategies and prepare contingency plans for different market conditions.

Download the What-If Analysis Template

Take control of your financial future

Managing multiple clients’ financial data doesn’t have to drain your time and energy. These templates transform manual processes into automated workflows, giving you the insights needed to make confident decisions for every client in your portfolio.

Ready to streamline your financial reporting process? Get started with Coefficient today and connect all your QuickBooks instances to these powerful templates in minutes, not hours.