Financial Dashboards
- Dashboards
What we're offering
Your Financial World, Organized in One Place
Not just dashboards, but a complete financial infrastructure. Reporting, obligations, projects, and decisions. All in one place.
See it In action
Watch the Dashboard walkthrough
See all four dashboards in action.
Dashboard 01
Executive Dashboard
Every critical metric. One screen.
Executive Snapshot & Financial Exposure
Decisions Awaiting Approval & Cash Requirements
Active Projects Summary
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Command-Center View for Leadership
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Executive Financial Exposure
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Decisions Waiting on Principal
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Upcoming Cash Requirements
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Active Projects Summary
Fully customizable
- metrics, colors, alerts.
Dashboard 02
Financial Operations Dashboard
Consolidated financials across every entity.
Monthly Financial Summary & Performance Charts
Financial Health Distribution & Entity Scorecard
Obligations & Cash Requirements Detail
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Consolidated Financial Visibility
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Monthly Financial Summary
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Financial Performance Charts
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Financial Health Assessment
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Obligations & Cash Requirements
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Period Comparisons
Expandable
- add A/R, A/P, and cash flow reports.
Dashboard 04
Projects & Assets Dashboard
Every project, budget, and status - in one place.
Projects & Renovations KPI Overview
Active Projects Summary & Attention List
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Every Project, Budget & Status in View
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Projects & Renovations Overview
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Project Status & Budget Utilization
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Projects Needing Attention
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Upcoming Project Decisions
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Linked to Financial Reporting
Expandable
- vendors, CapEx planning, approvals.
Dashboard 03
Advisors & Relationships Dashboard
Every advisor, attorney, and consultant - tracked.
Advisors & Key Relationships Director
Insurance Policies & Renewal Tracking
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Every Key Relationship, Organized
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Advisor Directory
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Follow-Up & Contact Tracking
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Insurance Policy Tracking
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Renewal Alerts
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Multi-Team Access
Expandable
- meeting history, documents, and more.
Meet the Builder
Built by Stephanie,
Your Financial Partner
Hi, I'm Stephanie Kirkpatrick - founder of CLN Equity Management. I started building these dashboards because my clients kept asking: "Can I just see everything in one place?"
So I built it. Every dashboard is custom, designed around your books, your goals, and how you actually run your business.
- QuickBooks Online ProAdvisor, Advanced Certified
- Custom dashboard design for multi-entity clients
- Bookkeeping, payroll & real estate financials
Meet the Builder
Built by Stephanie,
Your Financial Partner
Hi, I'm Stephanie Kirkpatrick - founder of CLN Equity Management. I started building these dashboards because my clients kept asking: "Can I just see everything in one place?"
So I built it. Every dashboard is custom, designed around your books, your goals, and how you actually run your business.
- QuickBooks Online ProAdvisor, Advanced Certified
- Custom dashboard design for multi-entity clients
- Bookkeeping, payroll & real estate financials