More Than Just Task Management

What Should Your Monthly Financial Dashboard Actually Include?


Listen Later

Your financial dashboard is a report and the health check of your entire business. But what should it actually include?

In this episode, Anna Angelova and Jores Minasvand break down the essential numbers every business owner needs to track monthly. From profitability to payroll, they explain how to use these figures to stay proactive, avoid surprises, and make smarter decisions.

You’ll learn:

  • The must-have KPIs every financial dashboard should include

  • Why revenue alone isn’t enough and what to pair it with

  • How to monitor cash flow, accounts receivable, and accounts payable

  • Why budget variance and balance sheet reviews are critical

  • The role of payroll, taxes, and lines of credit in financial oversight

  • How to use trends and forecasts to anticipate problems before they hit

    If you’re not reviewing these numbers each month, you’re flying blind. This episode gives you the roadmap to finally take control of your finances.

    👉 Want help getting your financial systems in order so your business runs like a business, not a hobby? Apply to work with us through this link: link.freedomkit.ai/widget/bookings/thrive360ba-60-mins

    ...more
    View all episodesView all episodes
    Download on the App Store

    More Than Just Task ManagementBy plandore