Don’t You Just Hate It When Your Finance Leader Provides Only Spreadsheets and Tables?
A discussion on the importance of visuals, dashboards, and knowing your audience.
Don’t get us wrong—we love a good spreadsheet. Rows of clean data and solid tables have their place. But if the only thing your Finance Leader brings to the table is a stack of Excel printouts, we have a problem.
Because here’s the thing: Data without delivery is just noise.
If we want finance to truly influence, it needs to be understood. And in a world where executive attention is short and decisions need to move fast, how you present financial information is just as important as what you present.
Spreadsheets are great for back-office analysis. But they were never meant to be the main communication tool with executive leaders, board members, or frontline managers.
Tables don’t:
- Tell stories
- Drive actions
- Make insights obvious
- Influence decisions
What does? Visuals. Dashboards. Context.
That means:
- Graphs that highlight trends
- Dashboards that track KPIs at a glance
- Visual storytelling that brings the numbers to life
- Narrative insights that connect dots and guide action
If you’re a Finance Leader, you need to understand who you’re talking to. Different stakeholders care about different metrics. They have different levels of financial fluency. Your presentation must reflect that.
- The CEO wants to know where risk and opportunity lie.
- The COO wants clarity on operations and resource allocation.
- The Board needs to see performance in the context of strategy.
All of them need to see it quickly, clearly, and confidently.
So why are we still sending 12-tab spreadsheets with no visual cues and calling it a “report”?
Here’s the truth: If your reports can be skimmed by AI and spit back with the same bland observations, your value is at risk.
Finance Leaders must evolve. Communication is a core competency now.
You need to:
- Present visually
- Speak clearly
- Connect dots for your audience
- Drive insight and action
This isn’t fluff—it’s leadership.
Your financial reporting should:
- Engage decision-makers
- Identify patterns
- Surface opportunities
- Help the business move forward
And that won’t happen if the numbers sit lifeless in a spreadsheet.
In the next blog in our “Don’t You Just Hate It” series, we’ll explore what happens when Finance Leaders do the opposite—they bring all the fancy dashboards and visualizations, but no insight.
Because visuals alone aren’t enough either. (But more on that soon.)
Join us in expecting more.
Here’s our discussions:
Is it Irking or Embarrassing or Both? https://amplifyadvisors.ca/discussions/is-it-irking-or-embarrassing-or-both/
Don’t You Just Hate It When Your Finance Leader Provides Only Spreadsheets and Tables?
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