Transform Board Meetings: Spend More Time on Strategy
Founders and CFO’s are spending enormous amounts of time compiling data and creating a Board deck. From review meetings to board meetings, earnings calls, and investor days, CEO’s and CFO’s have a lot to do. Instead of spending time compiling Board Reports, dedicate your time to strategizing and maximizing the potential of your Board.
Sample of out of the box Board Reports & KPIs
Sales
Revenue (by Product, by sales rep)
Sales (or Revenue) - new sales vs. renewals (by sales rep)
Revenue Actuals vs. Forecast Revenue vs. budget (by sales rep, by month)
Revenue variance vs. budget (by sales rep, by month)
Revenue per employee
Revenue vs. count of employees (by department, by month)
Sales Pipeline (by sales reps, by product)
New opportunities (by product, by month, by marketing campaign, by channel, by sales rep )
Operational
CAC and supporting metrics (by month)
LTV (by customer)
Churn and supporting metrics (by month)
Churn as a % of Revenue
Churn as a % vs. Customer Count
Margin (aggregate and by customer transaction)
Finance
Cash on hand
Burn rate (runway)
Operating Cash Flow
CapEx vs. Cashflow
OpEx vs. Cashflow
Revenue per month
EBITA
Gross Profit (% of op. rev)
Revenue by Product
Expenses by Department
New Hire by Department (count & percentage)
Quote to Cash cycle time trend by month
Net $ Retention
Net MRR by day or month by new MRR, Expansion MRR, Contraction MRR, Churn MRR (for SaaS companies)
