Financial Scorecard for the Growth Stage
Manage your growing company seamlessly with an at-a-glance scorecard that makes sure you meet or beat plan, everytime.
Sarah Riley
VP Finance & Strategy, dbt
Hit your financial plan, every time
The business is growing (congrats!). But suddenly it's complex with many leaders, teams, and swim-lanes And your aggressive growth & financial targets require oh-so-many things to line up. How do you create sanity out of the complexity & keep your team meeting (or beating) plan?
Scorecards are the way.
This financial P&L scorecard will, in seconds, give you a holistic view across your company and let you identify what's on track & what needs attention. And, because it's in Daydream, you can quickly diagnose and action issues.
Brought to you by Sarah Riley, VP Finance & Strategy at dbt who's helped take rocketships like Zoom, Okta, & Salesforce through their IPOs. Keep an eye on this space.
Why is this template helpful?
Operate in lockstep to meet or beat your company-wide plan. Ensure your leaders across the company are executing in lockstep.
Gain full-company visibility. Build a unified view that connects teams and data sources.
Identify & address issues early. Flag issues that might need attention, and follow up with the team inline.
Distill complexity into simplicity. Turn impossible-to-wrangle chaos into a well-oiled machine you can survey at a glance.
Save time, effort, and see your data live. Why wait for a once a month screenshot that takes days to produce when you can see your data live?
What metrics are included?
Breakdowns and totals of the essential P&L KPIs - including growth, comparison to plan, and comparison to previous periods
ARR
Revenue
COGS
Gross & Operating Margin
Expenses
Free Cash Flow
Why use Daydream?
Daydream is the BI tool built for Finance, Founders, Execs, & Ops.
For Finance, Ops, & Execs:
Unparalleled, full-company visibility. All your KPIS, across teams and sources, with full context.
Faster insights & action. Built for quick, realtime collaboration with your team. Support a culture of learning & executing quickly.
More time to company build. Your team is wasting time on screenshots and manual work. Generate reports with a click & grow faster with less overhead.
Intuitive and self-serve: Feels like a doc meets a spreadsheet.
