Scorecards for Finance & GTM
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
CFO @ dbt
Hit your P&L & revenue 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.
These 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, CFO at dbt who's helped take rocketships like Zoom, Okta, & Salesforce through their IPOs
Why is this template helpful?
Operate in lockstep to meet or beat your company-wide plan. Ensure your leaders across the company are executing in lockstep.
Gain full-company visibility. Build a unified view that connects teams and data sources.
Identify & address issues early. Flag issues that might need attention, and follow up with the team inline.
Distill complexity into simplicity. Turn impossible-to-wrangle chaos into a well-oiled machine you can survey at a glance.
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 KPIs - including growth, comparison to plan, and comparison to previous periods
ARR
Revenue
COGS
Gross & Operating Margin
Expenses
Free Cash Flow
ARR
Leads
Pipeline
Pipeline Coverage
Why use Daydream?
Daydream is the BI tool built for Finance, Founders, Execs, & Ops.
For Finance, Ops, & Execs:
Unparalleled, full-company visibility. All your KPIS, across teams and sources, with full context.
Faster insights & action. Built for quick, realtime collaboration with your team. Support a culture of learning & executing quickly.
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.
Intuitive and self-serve: Feels like a doc meets a spreadsheet.
