Financial Scorecard for Startups

The key financial metrics every startup needs to know.

Use Playbook

Use Playbook

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 Playbooks

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

Parker Gilbert

CEO @ Numeric

Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

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

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

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

Kevan Lee Marketing OKR Report
Kevan Lee Marketing OKR Report

Show marketing impact with this weekly or monthly OKR report by Kevan Lee, co-founder of Bonfire and 3X VP Marketing.

Kevan Lee

Co-Founder of Bonfire & 3X VP Marketing

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

Parker Gilbert

CEO @ Numeric

Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

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

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Got Questions?

Got Questions?

What is Daydream?

What is Daydream?

How do I use Daydream Playbooks?

How do I use Daydream Playbooks?

What data or tools can I connect to Daydream?

What data or tools can I connect to Daydream?