NFP – CFO

The Chief Financial Officer (CFO) has primary responsibility for managing the company’s finances, including financial planning, management of financial risks, record-keeping, and financial reporting.

The CFO role includes custom dashboards. The following table highlights the key portlets on the Home dashboard.

Center Type	Custom Center Tabs	Portlets
Accounting	Home Billing Constituents Vendors Payroll and HR Financial Analytics NFP Financial Center	Reminders (reminders with zero results still appear) Tasks due today (headline) Tasks to complete (standard) Event Invitations to respond to (standard) KPI Meters Operating Cash Flow Trend Graphs Quarterly Payable (on the left) Quarterly Bank Balance (on the right) Report Snapshots Expenses by Program (on the left) Functional Expenses (on the right) Revenue by Program (on the right) Settings (standard portlet) Tiles (custom portlet) Activity Financial Cash Flow Expenses Navigation Shortcuts NFP Financial Management Financial Operations Expense Management Other Reports Scorecard NFP Financials For details on custom scorecards, see Social Impact KPI Scorecards. Key Performance Indicators Restricted Revenue Unrestricted Revenue Revenue Released from Restriction Operating Cash Flow Total Bank Balance Program Service Expenses For details on the KPIs, see Standard Key Performance Indicators Table and Social Impact KPIs. Custom Saved Search Giving Statistics by Type Net Assets by Program Note: Account Reconciliation Summary is a portlet added by core NetSuite. For more information about this portlet, see Portlet Types Table.

Center Type

Custom Center Tabs

Portlets

Accounting

Home
Billing
Constituents
Vendors
Payroll and HR
Financial
Analytics
NFP Financial Center

Reminders

(reminders with zero results still appear)
- Tasks due today (headline)
- Tasks to complete (standard)
- Event Invitations to respond to (standard)
KPI Meters

Operating Cash Flow
Trend Graphs
- Quarterly Payable (on the left)
- Quarterly Bank Balance (on the right)
Report Snapshots
- Expenses by Program (on the left)
- Functional Expenses (on the right)
- Revenue by Program (on the right)
Settings (standard portlet)
Tiles (custom portlet)
- Activity
- Financial
- Cash Flow
- Expenses
Navigation Shortcuts
- NFP Financial Management
- Financial Operations
- Expense Management
- Other Reports
Scorecard

NFP Financials

For details on custom scorecards, see Social Impact KPI Scorecards.
Key Performance Indicators
- Restricted Revenue
- Unrestricted Revenue
- Revenue Released from Restriction
- Operating Cash Flow
- Total Bank Balance
- Program Service Expenses
For details on the KPIs, see Standard Key Performance Indicators Table and Social Impact KPIs.
Custom Saved Search
- Giving Statistics by Type
- Net Assets by Program

Note:

Account Reconciliation Summary is a portlet added by core NetSuite. For more information about this portlet, see Portlet Types Table.

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