Description
Description
Translate finance into choices with a briefing leaders actually read. You will organize revenue, cost, and cash into three bridges that explain what changed and why it matters. We teach how to define a small set of drivers and how to write labels that connect directly to actions. The module covers unit economics without jargon and shows how to pair charts with one‑line interpretations. You will practice framing variance analysis as a decision: continue, correct, or cancel. Templates include KPI starter sets for SaaS, ecommerce, and services with ranges that travel from monthly to quarterly reviews. We show how to avoid chartjunk, how to annotate seasonality, and how to pre‑empt common questions. A short section demonstrates audit‑friendly footnotes that survive screenshots in email threads. You will close with a simple ask format that maps dollars to outcomes and includes a fallback plan. By the end, your financial brief will be short, legible, and attached to a real decision.
Format
Video lessons, bridge templates (Slides), KPI sets, variance write‑up examples, footnote library
Duration
3.5 hours
What You’ll Learn
– Revenue/cost/cash bridges
– Driver selection
– Unit economics without jargon
– Variance as decision
– Seasonality annotation
– Audit‑friendly footnotes
Target Audience
General managers, product leaders, and ops teams who must explain numbers to peers
Lessons + bridge templates + KPI sets + examples + footnotes
3.5 hours
GMs, product leaders, ops teams
– Bridges
– Driver selection
– Plain‑language unit economics
– Variance framing
– Seasonality notes
– Audit footnotes