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Key Metric Scorecard

Key Metric Scorecard

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Elevate Your Startup's Performance Tracking and Reporting

  • Centralized Data Hub: Our client data HQ acts as a centralized source of truth for all your financial data, making it easy to track key metrics and gain valuable insights so you can make strategic decsisions for your startu.
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  • Customizable Metrics: With dozens of out-of-the-box metrics and the option to create custom formulas, you can tailor the Key Metrics Tab to suit your startup's unique needs and track growth, efficiency, unit economics, and more
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  • ARR Customer Count Roll-Up: For B2B SaaS businesses with multi-month contracts, our contract data tab allows you to create an ARR customer count roll-up, providing crucial operating metrics for investors and leadership teams
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  • Goal Setting and Performance Tracking: Easily set targets for individual metrics and monitor your performance against goals through separate reporting, allowing you to make data-driven decisions and track progress over time
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  • Comprehensive Reporting: Gain a deeper understanding of your startup's financial performance with detailed views, including month-over-month performance, trend analysis, quarterly breakdowns, and year-to-date numbers
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  • Metric Tracking Scorecard: For even more granular insights, leverage our standalone metric tracking scorecard with visualization options, helping you visualize and analyze various metrics to align your company's performance with your goals

View All of the Tools in This Series

Tool Demo

Financial Model

Equip your startup with a financial model that helps tell the story behind your numbers to investors. Cycle through scenarios to see a variety of outlooks under different set of assumptions.

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Tool Demo

Budgeting Toolkit

Develop a 12 to 18-month budget using QuickBooks data and create a comprehensive view of historical financials, variances against the budget, and deeper granularity into account-level and vendor spend.

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Tool Demo

Department Level Reporting Tools

Create department-specific views of financial reports that include detailed budget versus actuals analysis and expense breakdowns providing greater visibility for department leads.

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Tool Demo

Weekly Cash Projections

Connect QuickBooks and gain deeper visibility into future cash position and review projected cash inflow based on outstanding accounts receivable and future invoices. Also review payroll expenses, outstanding accounts payable, credit card payments, and recurring expenses.

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Tool Demo

Key Metric Scorecard

Track dozens of important operating metrics pertaining to multi-month contracts. Set targets and review growth, efficiency, unit economics, and headcount to help you better understand your performance.

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Tool Demo

Month-End Package

Gain a comprehensive view of your company's financial performance throughout the past month. This report integrates data from various tools that allows you to review key metrics and and emphasize any areas of concern that should be addressed during the month-end call.

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