Financial Scorecard for Startups

The key financial metrics every startup needs to know.

Use Template

Use Template

A Comprehensive Financial Dashboard for Startups

Easily stay on top of your startup's financial health. View the key financial metrics and dive into the details as needed.

Why is this template helpful?

  • In-depth financial overview. Keep a close eye on your startup's financial pulse with key metrics like gross profit, COGS, and revenue, ensuring you're always prepared and proactive.

  • Efficient decision-making. Consolidate your financial data in one place for a clearer understanding of your financial trajectory.

  • Proactive problem-solving. Identify and address financial challenges early by tracking and analyzing your startup's burn rate, cash flow, and operating expenses.

What metrics are included?

  • Revenue trends and gross profit margins

  • Burn rate and cash flow analysis

  • Operating spending and budget utilization

  • COGS and overall financial efficiency

  • Metrics that guide you in maintaining a healthy, sustainable financial operation

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

Categories

Finance, SaaS, B2C

Datasources

Quickbooks, Netsuite

More templates

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

Want to hit plan every time? These scorecards are the cheat code used by the world's best growth stage companies to manage P&L and go-to-market health.

Sarah Riley

VP Finance & Strategy, dbt

Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.

Daniel Cohen-Arcamone

Ex-Chief of Staff & Biz Unit Head @ CloudKitchens

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

Got Questions?

Got Questions?

What is Daydream?

How do I use Daydream templates?

What data or tools can I connect to Daydream?