KPI Dashboard

Mission critical for all board reporting and investor updates. This template is customisable and should be adjusted for each business

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Charts are an easy visual method to convey information. Show your North Star metric here to give a quick sense check of how the business has performed over the past quarters

⭐ The goal for this dashboard is to allow your investors (and team members) to quickly understand the health of the business. It should convey the key metrics relevant to each business in a simple format, and track how the business is performing compared to plan. Crucial information for business planning and strategic decisions.

Its helpful to include a short explainer for anyone who wants a quick summary of what has happened in the quarter

This column tracks performance compared to the prior quarter. Comparisons need to be made between actual and plan, and current quarter and prior quarter. We also find it helpful to include the full year budget to give a bigger picture than just the individual quarter

These are some of the metrics we find most helpful when looking at the performance of B2B SaaS business. Different metrics may be more relevant for different businesses so founders should feel free to use whatever they feel is most representative of the business.

Its crucial to know how much cash a company has at the end of each period. This figure should be as accurate as possible and reconciled with bank balances factoring outstanding payables and receivables. It can be helpful to also include a row with tracking 'Cash runway' to show how many months of operations remain at the current burn rate.