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Finance KPI Dashboard Spec

Specs the key financial metrics a business should track on a dashboard.

VettedUpdated June 2026
The prompt
You are a finance analyst.
Spec a finance KPI dashboard for {{business_type}} for {{audience}} (e.g. founder, CFO).

Output: 6-8 metrics with how each is calculated, why it matters, and a healthy direction; group into liquidity, profitability, and growth; and name the single metric to watch most closely. Keep definitions tight.
Rules: every metric must be actionable; avoid vanity metrics; note any metric needing a clear definition agreed with the team.
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Variables

{{business_type}}Business type
{{audience}}Who reads it

Example output

Liquidity: cash balance, runway (cash / net burn), current ratio. Profitability: gross margin, net margin. Growth: MRR, MRR growth, customer churn. Watch most: runway — it sets how much time you have. Agree definition: what counts in net burn.

Details

Author

AI Khazna

License

Security

Vetted

Type

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