Topic

Forecasts, models and board reporting

Last week, I spent 4 hours rebuilding a dashboard from scratch. In Excel. Again.

I'm not anti-portal. I'm anti-slow.

• Excel Dashboard vs Power BI Finance Teams: Why Excel Wins

  The Excel dashboard vs Power BI finance debate, from a six-figure portal my team skipped: why speed to iterate wins, plus a 3-question tool test.

• Financial Model Too Complex? 67 Tabs and Ozempic Finance

  Is your financial model too complex? 67 tabs I inherited, 16 tabs I built myself, and why staying simple is harder than getting simple.

• Is Excel Dying? Finance AI Changed Who Builds It

  Is Excel dying? Finance AI changed who builds the workbook, not whether finance uses it. Why the spreadsheet survives and the model gets simpler.

• Sales Pipeline Reporting Problems: Dashboards That Lie

  Four flavors of sales pipeline reporting problems, from no metrics to dashboards that lie, and the three things a CFO can do about each of them.