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

Use Template

Use Template

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?

  1. Operate in lockstep to meet or beat your company-wide plan. Ensure your leaders across the company are executing in lockstep.

  2. Gain full-company visibility. Build a unified view that connects teams and data sources.

  3. Identify & address issues early. Flag issues that might need attention, and follow up with the team inline.

  4. Distill complexity into simplicity. Turn impossible-to-wrangle chaos into a well-oiled machine you can survey at a glance.

  5. 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

  1. ARR

  2. Revenue

  3. COGS

  4. Gross & Operating Margin

  5. Expenses

  6. Free Cash Flow

Why use Daydream?

Daydream is the BI tool built for Finance, Founders, Execs, & Ops.

For Finance, Ops, & Execs:

  1. Unparalleled, full-company visibility. All your KPIS, across teams and sources, with full context.

  2. Faster insights & action. Built for quick, realtime collaboration with your team. Support a culture of learning & executing quickly.

  3. 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.

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

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Got Questions?

Got Questions?

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