Get the most important revenue metrics… (almost) instantly

Stay on top of the metrics that matter the most. Get the information you need to quickly identify & triage issues while unifying your reporting across sales, finance, marketing, and product.

h/t to LG Guerra (give her a follow!)

Why is this template helpful?

These are the essential metrics you need if you're running a revenue team (CRO, Head of Sales, Sales Ops, Founder/CEO/COO, Finance):

• Stay on top of revenue performance. The core metrics that will keep you growing sales profitably.

• Bridge data silos. Bring together data across your CRM, accounting, and billing systems.

• Save time & get best practice metrics. Why re-invent the wheel.

What metrics are included?

LG's top metrics:

• Rolling 12 Month Logo Retention

• Rolling 12 Month Gross Dollar Retention

• Rolling 12 Month Net Dollar Retention

• Average Win Rate

• Rolling Pipeline/Quota coverage

• Cohort based GRR

• LTV:CAC

• ASP

• Average Time to Close

• Average Blended Win rate

• Average Quota per AE

• Average Quota to OTE Multiplier

• Average Beginning of Period Pipeline Coverage

• % of in Quarter Pipe Closed

• Revenue sourced per AE

• Revenue sourced per SDR

• % of pipeline sourced by Inbound

• % of pipeline sourced by SDRs

• % of pipeline sourced by AEs

• % of reps hitting quota

• Open Pipeline by Segment

• Win rate by Segment

• MQL to SQL Conversion Rate

• SQL to SQO Conversion Rate

Why use Daydream?

Daydream is the BI tool built for CROs, Ops, Execs, and Founders.

Until now, you've had to choose between many fragmented tools, point solutions, & spreadsheets or technical-feeling, data-only BI tools that are confusing for business users & don't support collaboration or context. No good options.

We let you connect your data with context & discussion in an intuitive, self-serve interface. You get faster insights, faster action, and less overhead:

• Drive accountability & better decisions: Collaborate with your team inline

• A single pane of glass for your business: Connect all your tools directly, or your data warehouse. Smash the silos.

• Data meets words: Context and discussion is what makes your data meaningful — and allow you to drive accountability + better decisions

• Intuitive and self-serve: Feels like a doc meets a spreadsheet