CFO / Viewer Guide

Last Updated: 2025-12-02 10:22 UTC

Personas: CFO / Executive Viewer

What you'll learn

Review the CFO dashboard.
- Open Dashboards -> CFO Overview to view DSO trend, total AR balance, recovery velocity, and dispute cycle time.
- Hover on any tile to see the contributing segments; click through to investigate outliers.
Download shareable summaries.
- Use the Export -> PDF action to generate a board-ready snapshot that includes KPIs, top past-due accounts, and open disputes.
- Schedule automated delivery to your email by subscribing to the Weekly Executive Summary at the top right of the dashboard.
Monitor health alerts.
- The banner at the top of the dashboard surfaces degraded states (e.g., "Stripe connector paused" or "Email deliverability warning").
- Click the alert to view remediation steps and notify the Controller if immediate action is required.

You can explain week-over-week DSO movement with supporting metrics from the dashboard.
Board decks include the exported PDF without additional manual editing.
Degraded alerts are acknowledged within 24 hours and routed to the Controller for follow-up.

Relying only on email summaries. Visit the dashboard weekly to investigate drill-downs and emerging risks.
Ignoring degraded warnings. A paused connector means Autopilot cannot reconcile payments--loop in the Controller immediately.
Exporting stale data. Refresh the dashboard before exporting so updates from the latest sync are captured.