Course
Controller KPI Dashboard
Download the Excel file and watch my video lectures to learn how to create a KPI Dashboard!
This course provides an introduction to building, interpreting, and maintaining a Controller KPI Dashboard in Excel. Participants will learn how to select and interpret financial and operational KPIs, understand the flow of data through the dashboard, apply Excel functions and features such as INDEX/MATCH, conditional formatting, drop-down lists, and hyperlinks, and troubleshoot common dashboard errors.
- Accounting
- FP&A
- Intermediate
- 1 CPE credit
- 1 hour of lectures
- 21 lectures
You save $29.80 while the current sale is running. Discount is applied at checkout.
Pay in full
$149 $119.20
- Lifetime On-Demand Access
- Access To Instructor
- Certificate Of Completion
- 14-day Money-back Guarantee
Checkout and course delivery are hosted on Teachable.
Course facts
What's included
1
CPE credits
1h
Lecture hours
21
Lectures
Excel download of the complete KPI dashboard and PDF Balance Sheet Ratio Cheat Sheet
Templates
- Duration
- 1 hour
- Access Duration
- Lifetime
- Field of Study
- Accounting
- CPE Credits - NASBA
- 1
- Knowledge Level
- Basic
- Delivery Method
- QAS Self-Study (on-demand video lectures)
- Prerequisites
- High school degree or equivalent
- Advanced Prep
- None
Learning objectives
What you will be able to do
- Identify key financial and operational KPIs appropriate for inclusion in a Controller KPI Dashboard.
- Define the purpose and key components of a Controller KPI Dashboard, including the flow of information through the Data, Staging, and Dashboard tabs.
- Apply Excel functions and features, including INDEX/MATCH, conditional formatting, drop-down lists, and hyperlinks, to populate and present KPI information.
- Distinguish dashboard design approaches that improve clarity, including KPI layout, targets, tiles, and color coding.
- Identify common dashboard maintenance and calculation issues, including #N/A errors, #DIV/0! errors, and conditional-formatting problems, and determine the appropriate corrective action.
Inside the course
Curriculum
01Module 1: Overview of the KPI Dashboard
How to read the dashboard, How to populate the financial data (10 minutes, 3 lectures)
02Module 2: Dashboard Design
Which KPIs to choose, Flow of financial data, Design choices (10 minutes, 4-5 lectures)
03Module 3: Excel Formulas
Index/Match (with multi criteria), Drop down menus, Hyperlinks, Conditional formatting (20 minutes, 4-10 lectures)
04Module 4: How To add new KPIs
How to add new KPIs to the template provided (8 minutes, 1 lecture)
05Module 5: Troubleshooting
#N/A errors, #DIV/0 errors, Conditional formatting errors (9 minutes, 3 lectures)
06Bonus: Download Balance Sheet Ratio Cheat Sheet
Bonus Content
Audience
Who this is for
Enrollment
How it works
- Step 1
Decide whether it is right for you
Review who it is for and what past students say.
- Step 2
Enroll
Choose the one-time payment or, where available, the 3-month payment plan.
- Step 3
Take the course
On-demand lectures you can watch at your own pace. Most students finish in about 4-6 weeks, with quizzes and downloadable Excel templates to practice along the way.
- Step 4
Certificate of completion
After completing the course and passing the final quiz, download your PDF certificate of completion.
Testimonials
What students say
“This course covers all accounting aspects such as Debit and Credit rules, Billing, Payroll, AR, AP, Moth-end close and the most important Financial report analysis. “Highly recommended to those who really want to reach at the peak of your accounting profession”.”
“This course will save you a lot of time, since it is very specific for accountants and finance professionals. Thank you!”
“Bill does an excellent job explaining key concepts, supported by clear examples. As someone who speaks English as a second language, I found his explanations to be easy to comprehend”
“You make all finance related topics so easy to understand. It's help me a lot in my day to day work. And in my interview preparation as well. Thank you for making these videos.”
“Bill's lecture does not take much of my time as it is very short and straightforward. The best part is that he includes a real-world application of the most important principles, which is indeed effective. The price is worth investing.”
“Fantastic course. I would have loved to see a lot more multiple choice quiz but for the most part its great.”
“I think this course is very useful and helpful. Bill's teaching is concise and to the point of which I'm using right now to help self-learn the skills I need before I start my new role as a Junior Financial Controller!”
“Hi Bill, thought I'd let you know I got the job. I have to say thank you. Your interview videos and thank you email templates really helped me prepare and organize my thoughts.”
“That is probably the best & most succinct explanation of these 3 ratios. Look forward to watching more of your videos.”
“The lectures are simple and straightforward. I love how each section is broken down with examples. I have applied the methods from Accounting Interview. I was comfortable and ready for the interviews. Received an offer and accepted recently! I am so happy I saw your information on YouTube! Grateful forever and look forward to watching the rest of your materials.”
“Mr. Hanna's module lectures present all relevant course materials and topics in concise and easy to understand language. I highly recommend the Controller Academy to all accounting professionals whom aspire to become Controllers of an organization.”
“Bill is a great teacher and it shows in all his courses. His passion and knowledge for accounting makes learning so easy. As a controller myself I found the course extremely practical and relevant in my own practice. Highly recommend buying the course.”
Credibility
Your instructor

Hey, I am Bill Hanna
Bill Hanna
Founder, Controller Academy
I have had 18+ years of progressive roles in Accounting and Finance, both in Manufacturing and SAAS. I summarize my experiences in my courses, so you do not have to spend years learning them!!
FAQ
Frequently asked questions
Enroll
Ready to start Controller KPI Dashboard?
You save $29.80 while the current sale is running. Discount is applied at checkout.
Pay in full
$149 $119.20
- Lifetime On-Demand Access
- Access To Instructor
- Certificate Of Completion
- 14-day Money-back Guarantee
Checkout and course delivery are hosted on Teachable.
Good to know
CPE disclosure
CPE sponsor disclosure

Controller Academy LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.
