SaaS Financials

The key financial metrics that'll help you grow efficiently and stay solvent.

Use Template

Use Template

Navigate to efficient growth & profitability.

Monitor & collaborate around key SaaS financial metrics to ensure your business is on a sustainable growth trajectory.

Why is this template helpful?

You need a grasp on your finances if you're operating a SaaS business:

  • Ensure efficient growth

  • Support fundraising & due diligence

  • Monitor expenses & burn

What metrics are included?

Includes both company-wide and deal metrics:

  • Burn & Runway

  • MRR / ARR

  • Gross & Net Margin

  • CAC, LTV, Payback Period

  • ARR Per Employee

  • Etc.

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

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