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FREE DASHBOARD
CharterSage Financial Health Scorecard
A one-page color-coded board dashboard covering the key metrics your treasurer should present at every meeting.
WHAT'S INSIDE
→ Cash & liquidity — position, days on hand, and trend
→ Enrollment — current headcount vs. budget and prior year
→ Net assets, fund balance, and budget-to-actual snapshot
→ DSCR, payroll, facilities, audit, and compliance indicators
→ Color-coded status (green / yellow / red) with trend arrows
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