Skip to content

Course

Controller KPI Dashboard

Download the Excel file and watch my video lectures to learn how to create a KPI Dashboard!

4.9/5 ReviewsRated 4.9 out of 5 by students

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
1 CPE credit
$119.20$149Save 20%

You save $29.80 while the current sale is running. Discount is applied at checkout.

Pay in full

$149 $119.20

Enroll now
  • Lifetime On-Demand Access
  • Access To Instructor
  • Certificate Of Completion
  • 14-day Money-back Guarantee
Bundle & SaveGet this course with others for less — browse bundles

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

  1. 01Module 1: Overview of the KPI Dashboard

    How to read the dashboard, How to populate the financial data (10 minutes, 3 lectures)

  2. 02Module 2: Dashboard Design

    Which KPIs to choose, Flow of financial data, Design choices (10 minutes, 4-5 lectures)

  3. 03Module 3: Excel Formulas

    Index/Match (with multi criteria), Drop down menus, Hyperlinks, Conditional formatting (20 minutes, 4-10 lectures)

  4. 04Module 4: How To add new KPIs

    How to add new KPIs to the template provided (8 minutes, 1 lecture)

  5. 05Module 5: Troubleshooting

    #N/A errors, #DIV/0 errors, Conditional formatting errors (9 minutes, 3 lectures)

  6. 06Bonus: Download Balance Sheet Ratio Cheat Sheet

    Bonus Content

Audience

Who this is for

Recent Accounting Graduates (0-2 years experience) — Learning KPIs once having the right Accounting foundation if planning for roles with financial analysis elements
Staff/Senior Accountants — Wanting to progress to the next level by learning KPIs and financial analysis

Enrollment

How it works

  1. Step 1

    Decide whether it is right for you

    Review who it is for and what past students say.

  2. Step 2

    Enroll

    Choose the one-time payment or, where available, the 3-month payment plan.

  3. 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.

  4. 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”.”
Munaf Patel, Staff Accountant
“This course will save you a lot of time, since it is very specific for accountants and finance professionals. Thank you!”
Denise, Controller
“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”
Carlos, Student
“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.”
Sourav Sahu, Manager
“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.”
Gerald, Accountant
“Fantastic course. I would have loved to see a lot more multiple choice quiz but for the most part its great.”
Danny Rosa, Staff Accountant
“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!”
Kevin, 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.”
Terri Geiger, Student
“That is probably the best & most succinct explanation of these 3 ratios. Look forward to watching more of your videos.”
Alex Davidson, Student
“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.”
Yovana Lowry, Student
“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.”
Lorraine M Krawitz, MBA
“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.”
Kyle Stroshein, Student / Controller

Credibility

Your instructor

Bill Hanna

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?

$119.20$149Save 20%

You save $29.80 while the current sale is running. Discount is applied at checkout.

Pay in full

$149 $119.20

Enroll now
  • Lifetime On-Demand Access
  • Access To Instructor
  • Certificate Of Completion
  • 14-day Money-back Guarantee
Bundle & SaveGet this course with others for less — browse bundles

Checkout and course delivery are hosted on Teachable.

Good to know

CPE disclosure

CPE sponsor disclosure

NASBA National Registry of CPE Sponsors

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.