Finance Cash Flow Forecast Dashboard

Visualise your 13-week cash flow forecast with actuals versus projection in a rolling dashboard. Give leadership and investors confidence in your financial position at any time.

Questions & answers

How are cash inflow and outflow categories defined in the dashboard?

Categories mirror your chart of accounts and can be customised to match your accounting structure.

Can the finance team update actuals weekly without disrupting the forecast?

Yes, actuals columns update independently from the forecast model so both stay accurate simultaneously.

Does the dashboard show the minimum cash balance projected in the next 13 weeks?

Yes, a minimum balance alert warns if projected cash drops below a configurable minimum at any point.