Lesson ProgressPhase 5 of 6
Phase 5Assessment
Assessment: Integration & Dashboard: Decision-Ready Three‑Statement Model
Integration & dashboard mastery check: switching logic, stable links, KPI judgment
✅ Phase 5: Assessment
Integration & Dashboard Mastery Check
Demonstrate both technical accuracy and applied business judgment.
Investor‑Ready Dashboard Standards
Answer to validate your scenario switching, link stability, and KPI choices.
1. Best practice for switching Base/Stretch/Downside safely:
2. To keep charts stable as data grows, link them to:
3. Which validation is most important for investor trust?
4. When scenario name is misspelled, your model should:
5. KPI choices for decision-readiness should emphasize:
6. Which is a common integration mistake?
7. To improve auditability, you should:
8. A dashboard that is investor-ready shows:
0 of 8 questions answered
Artifact Task: Defend Your Financial Story
Complete the dashboard artifact to demonstrate you can communicate the financial story to an investor in plain language.
Part 1: Executive Summary
Scenario: Sarah's angel investor has 30 seconds to review the dashboard before asking questions.
Your task: Write one sentence that captures the financial story and the investment decision.
0 characters
Performance Standards
- Clarity: one page, readable formulas, named ranges
- Reliability: exact‑match switching, Tables for visuals, validation flags
- Auditability: A=L+E, NI→RE, cash reconciliation surfaced
- Story: a concise executive summary that frames the decision