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.

More templates

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

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

Parker Gilbert

CEO @ Numeric

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

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

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

Parker Gilbert

CEO @ Numeric

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 templates?

How do I use Daydream templates?

What data or tools can I connect to Daydream?

What data or tools can I connect to Daydream?