Chief Financial Officer Dashboard pillars

  • Release version: Zurich
  • Updated September 1, 2025
  • 1 minute to read

    • Organizing insights into these five pillars promotes CFO focus on delivering value quickly, improving productivity and optimizing risks.

    Strategic pillars

    The strategic pillars of the CFO dashboard show metrics related to Portfolio health, Software Investment, Procurement, Audit, and Risk.
    Pillar Focus Area Metrics Description
    Portfolio Health Financial performance
    • Total Variance
    • Projects with Negative ROI
    • Total Variance by Portfolio
    • Projects with Negative ROI by Portfolio
    		 Provides a real-time overview of portfolio-level financial health, including variance, ROI, and budget utilization.
    Software Investment Technology spend optimization
    • % Software Spend in Use
    • Potential Savings
    • Potential Savings by Publisher
    • Actual Software Savings Trend
    		 Tracks software spend, planned vs. actual savings, and license utilization to maximize investment returns.
    Procurement Cost efficiency and Vendor performance
    • Negotiated Savings
    • Open Negotiations
    • Negotiated Savings Trend
    • Open Negotiations by Cost Center
    		 Offers visibility into supplier savings, contract value realization, and sourcing effectiveness.
    Audit & Risk Compliance and financial risk
    • Net Loss
    • High-impact Events
    • Net Loss by Entity
    • High-impact Events by Entity
    		 Consolidates audit findings, risk indicators, and exception analysis for proactive governance.
    The visualizations on this tab address the question 'How is the organization’s financial health and performance across portfolios, investments, procurement, and risk?

    CFO Dashboard overview

    Purpose

    The CFO Dashboard serves as a comprehensive financial command center, providing a unified, real-time view of enterprise financial performance across key dimensions- portfolio health, software investments, procurement efficiency, and audit and risk management.

    It consolidates KPIs such as Portfolio Variance and ROI, software utilization, negotiated savings, and risk exposure, enabling finance leaders to evaluate how effectively the organization’s resources are being allocated, invested, and governed.

    These metrics help CFOs to:
    • Assess portfolio-level budget performance and return on investment
    • Optimize software spending and identify cost-saving opportunities
    • Track procurement efficiency and vendor negotiation outcomes
    • Monitor financial exposure and compliance through audit and risk indicators.
    Target audience

    The CFO Dashboard is designed for senior Financial, Technology, and Operational leadership who need holistic visibility into the organization’s fiscal health. It caters to decision-makers seeking actionable insights into budget utilization, cost efficiency, technology investments, procurement effectiveness, and compliance health.

    By integrating cross-functional data from finance, IT, procurement, and governance functions, the dashboard enables informed planning, continuous performance monitoring, and strategic alignment with business objectives.

    Primary Stakeholders
    • Chief Financial Officer (CFO)
    • Chief Information Officer (CIO)
    • Finance and Accounting Leadership
    • Strategic Portfolio and Program Managers
    • Business Unit Heads and Controllers
    • Executive Reviewers and Board Members
    • Enterprise Architects and Asset Managers