Finance · Power BI template

CFO Overview Power BI template

Power BI CFO dashboard template with revenue, EBITDA, cash and opex KPIs, a 13-week cash view, EBITDA bridge, P&L matrix and opex mix.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

CFO Overview Power BI dashboard template: 4 KPI cards, an area chart, a column chart, a matrix, a donut chart and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 5 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Navy header band with logo and slicers, 4 KPIs, 2 rows of paired panels
Page size
1280×720 px (16:9, Power BI default)
Theme
Ledger Navy

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the CFO sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
5
Fact rows
436
DAX measures
8

Management accounts for four legal entities: 12 months of actual and budget by GL account (Nov 2025 to Oct 2026), plus a 13-week closing-cash forecast. Units: US dollars.

Tables and columns

Calendar

Date table · 2025–2027, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Entity

Dimension · 4 rows

Legal entities in the consolidation.

  • Entity (text)
  • Region (text)

Account

Dimension · 8 rows

Chart of accounts with a P&L sign (+1 income, −1 cost).

  • Account (text)
  • Account Group (text)
  • Sign (hidden, used by DAX) (whole number)

GL

Fact · 384 rows

General-ledger actuals and budget, one row per entity, account and month. Costs are stored as positive numbers.

  • Date (date)
  • Entity (text)
  • Account (text)
  • Actual (decimal)
  • Budget (decimal)

Cash Forecast

Fact · 52 rows

Projected closing bank balance per entity for the next 13 weeks.

  • Week (date)
  • Entity (text)
  • Closing Balance (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • GL[Date] → 'Calendar'[Date]
  • GL[Entity] → Entity[Entity]
  • GL[Account] → Account[Account]
  • 'Cash Forecast'[Week] → 'Calendar'[Date]
  • 'Cash Forecast'[Entity] → Entity[Entity]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

RevenueActual revenue.
Revenue =
CALCULATE ( SUM ( GL[Actual] ), Account[Account Group] = "Revenue" )

Format string: $#,0

Cost of SalesActual cost of sales.
Cost of Sales =
CALCULATE ( SUM ( GL[Actual] ), Account[Account Group] = "Cost of sales" )

Format string: $#,0

Operating ExpensesActual operating expenses.
Operating Expenses =
CALCULATE ( SUM ( GL[Actual] ), Account[Account Group] = "Operating expenses" )

Format string: $#,0

EBITDAEarnings before interest, tax, depreciation and amortisation.
EBITDA =
[Revenue] - [Cost of Sales] - [Operating Expenses]

Format string: $#,0

EBITDA Margin %EBITDA over revenue.
EBITDA Margin % =
DIVIDE ( [EBITDA], [Revenue] )

Format string: 0.0%

P&L AmountSigned actual for the P&L matrix: income positive, costs negative.
P&L Amount =
SUMX ( GL, GL[Actual] * RELATED ( Account[Sign] ) )

Format string: $#,0;($#,0)

EBITDA Impact vs BudgetEach account's contribution to the EBITDA variance (favourable positive).
EBITDA Impact vs Budget =
SUMX ( GL, ( GL[Actual] - GL[Budget] ) * RELATED ( Account[Sign] ) )

Format string: $#,0;($#,0)

Closing CashForecast bank balance at the last week in context.
Closing Cash =
VAR LastWeek = MAX ( 'Cash Forecast'[Week] )
RETURN
    CALCULATE ( SUM ( 'Cash Forecast'[Closing Balance] ), 'Cash Forecast'[Week] = LastWeek )

Format string: $#,0

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
Fiscal yearSlicerCalendar[Fiscal Year]
EntitySlicerEntity[Entity]
RevenueCard[Revenue]
EBITDA marginCard[EBITDA Margin %]
Closing cashCard[Closing Cash]
Operating expensesCard[Operating Expenses]
Cash position, next 13 weeksArea chartCalendar[Week Start], [Closing Cash]
EBITDA bridge: budget to actualColumn chartAccount[Account], [EBITDA Impact vs Budget]
P&L by entityMatrixAccount[Account Group], Account[Account], [P&L Amount], Entity[Entity]
Opex mixDonut chartAccount[Account], [Operating Expenses]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

A CFO overview has to reconcile: the numbers on this page should tie to the management accounts to the penny, so the design is deliberately calm. A navy header band carries the logo, the page title and the fiscal-year and entity slicers; four KPI cards below it hold revenue, EBITDA margin, closing cash and operating expenses, each with an icon so the row can be scanned without reading.

The second row pairs a 13-week cash position (an area chart works well because the shaded area reads as a balance) with an EBITDA bridge from budget to actual. In the sample PBIP the bridge is a column chart of each account's EBITDA impact against budget (favourable positive); to turn it into a true bridge, switch it to Power BI's built-in waterfall chart, keep Account on Category and the variance measure on Y-axis, and set the increase, decrease and total colours to the theme's good, bad and accent colours.

The bottom row is detail: a P&L matrix with account groups on rows and one column per entity, and an opex mix donut. Turn on stepped layout in the matrix and limit it to two levels of the account hierarchy; anyone who needs more depth should drill through to a dedicated P&L page (see the Profit & Loss Statement template).

Ledger Navy keeps the palette conservative: navy, gold and muted blues. Reserve the good and bad colours for variance only, so a red number always means the same thing on every page of the pack.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the CFO Overview template
VisualTypeXYWidthHeight
Fiscal yearSlicer9202416040
EntitySlicer10962416040
RevenueCard4011222472
EBITDA marginCard35211222472
Closing cashCard66411222472
Operating expensesCard97611222472
Cash position, next 13 weeksArea chart40232576208
EBITDA bridge: budget to actualColumn chart664232576208
P&L by entityMatrix40488784192
Opex mixDonut chart872488368192

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries CFO Overview first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 8 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (8 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 224×72 px · bound to [Revenue]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Revenue". It sits in a 224×72 px slot on a designed report page. Match the report's brand: data colours #14213D, #AD882B, #3E6FB0, #7B8CA8, #C57958, #2E8B7A; background #FFFFFF; text #14213D; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Revenue]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Ledger Navy

Classic finance navy and gold Power BI theme for annual reports and investor dashboards: serif-free, print-safe, with a cream page and ink-dark text.

See the Ledger Navy palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the CFO Overview template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 5 tables and 8 DAX measures, and every visual on the page is already bound to it. The sample: Management accounts for four legal entities: 12 months of actual and budget by GL account (Nov 2025 to Oct 2026), plus a 13-week closing-cash forecast. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the CFO Overview template?

The page has 10 visual areas: 2 slicers, 4 cards, 1 area chart, 1 column chart, 1 matrix, 1 donut chart. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the CFO Overview template use?

It ships with the Ledger Navy theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the CFO Overview template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Designs made for this template’s KPI slots: Gold target ring, EBIT card, IBCS colours. Browse all styles in the KPI card gallery or build your own in the SVG measure builder.

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Make the CFO Overview template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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