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A monthly performance review keeps department heads accountable to their numbers. Invite them as Limited Viewers into the dashboards and sheets that cover their area, and the review becomes a recurring conversation grounded in the live model. A Limited Viewer sees only the sheets and dashboards you explicitly grant them access to. They can view data, download reports, drill into journal entries, and comment, but they cannot change the model. That makes it safe to share widely and build a fixed monthly cadence around.

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Set the review cadence

Open the dashboard or sheet you want to share and click Share. Enter the department head’s email and invite them; Francis assigns the Limited Viewer role automatically and restricts their access to what you shared. Repeat for each person, granting each head only their own area. With access in place, the review runs on a fixed schedule. Each month, the department head reviews their performance against budget in the same place, and you meet to discuss variances and revise assumptions for the months ahead.

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Design a dashboard per review

Build a dashboard for each performance review rather than pointing the department head at the full P&L. Non-finance colleagues are often overwhelmed by a wall of numbers, and the conversation stalls while everyone hunts for the line that matters. A focused dashboard with the few KPIs and charts relevant to that department frames the discussion instead. Show budget versus actuals, the variances worth explaining, and the trends that drive the next forecast. The department head can check it whenever they want, or you can export it to PDF each month and send it round ahead of the meeting.

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Give sheet access for drill-down

Some department heads want to understand the numbers in more detail than a dashboard shows. Grant them access to the underlying sheet as well. From there they can drill down through the model, all the way to the individual journal entries behind a figure, without any ability to change what they see.