SaaS revenue quality dashboard
How much of the run rate is contracted, where ARR growth came from, and why billings, revenue and cash never match in a usage-priced SaaS business.
Data visualization and custom KPI dashboards
Great decisions start with actionable data
Transform raw data into clarity. Track your performance in real-time, compare industry metrics, spot trends, and navigate confidently with KPI dashboards customized for your business.
Industry
Feature
11 demos
Multi-entity holdco dashboard
Three acquired firms on three ledgers, consolidated with intercompany eliminations, covenant tests and a what-if for the next acquisition.
Exit readiness dashboard
What a buyer will pay, which add-backs survive diligence, where the working capital peg lands, and how much cash reaches a founder at close.
CPG cash squeeze dashboard
Channel margin after every cost, days of cash tied up per channel, tariff pass-through, a 13-week cash forecast and the financing that closes the gap.
Packaging decision tool
Printed cans or sleeves: unit savings against cash committed, months of supply, storage and obsolescence, and the seasonal month the order pinches.
Construction WIP dashboard
The WIP schedule with over and under billings, job fade against bid, backlog burn-off and the bonding capacity a surety will actually extend.
AI pricing transition dashboard
What moving from usage billing to subscription tiers did to revenue, gross margin after compute and forecast accuracy, customer by customer.
Subscription app dashboard
Funnel, cohort retention by plan, LTV:CAC by channel, what the app stores keep against web checkout, and annual-plan cash timing.
Employer health PEPM dashboard
Contract margin employer by employer, utilization against what the price assumed, clinician staffing and payback on a per-employee price.
HVAC and plumbing dashboard
Margin by job type, technician callbacks, the membership base a platform buyer underwrites, and the receivables bridge from the field software to QBO.
Real estate portfolio dashboard
NOI and debt coverage by property, the loan maturity wall and refinance math, the distribution against the cash plan, and the LP waterfall.
No demo matches both filters yet. or ask us to build that one.
Supercharge your decision-making, and conquer:
Fragmented data sources
Multiple systems create siloed information and inconsistent reporting. We integrate financial, operational, and customer data into a single source of truth.
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Messy, manual reporting processes
We create automated reporting solutions that deliver real-time insights. No more wasted hours spent gathering and formatting data for executive meetings.
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Blind spots
A lack of timely data delays critical business decisions. We build visibility of critical trends so you can stay ahead of the curve.
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Data overload
Too much data, not enough insight? We transform complex data into clear, actionable ideas that embolden your next moves.
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Access the metrics that matter most to your bottom line
Transform raw data into 360° visibility of your operations and opportunities. We organize your data by function and manage secure access to ensure each user only sees the data they need.
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Financial Intelligence
Futureproof your financial operations with real-time insights into what matters most.
- Cash flow forecasting/trend analysis
- Revenue and profitability insights
- Working capital optimization
- Budget vs. actual tracking
- Automated variance analysis
- Customized KPI monitoring
- And more!
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Operational Efficiency
Supercharge your operations with crystal-clear visibility into performance metrics.
- Real-time efficiency tracking
- Resource utilization dashboards
- Project profitability analysis
- Capacity planning tools
- Supply chain visibility
- Quality metrics monitoring
- And more!
Customer & Sales Analytics
See several steps ahead with at-a-glance customer insights and sales projections.
- Customer behavior analysis
- Sales pipeline visualization
- Market trend tracking
- Product performance metrics
- Channel effectiveness
- Customer lifetime value tracking
- And more!
360° visibility of your operations
What can we custom-build for you?
We build live KPI dashboards powered by industry-leading technology applications like Microsoft Power BI
Client Story: Data Visualization
“Every step of the way, they helped us build and analyze financial models that led to the right decisions. We felt confident in our direction and were ready for future due diligence, internal staffing, and investor reporting needs.”
Ross Richmond
Co-Founder & Co-CEO | Arrive
meet our team
“The data is only insightful when it is understood. We transform financial data to tell a story that everyone in the organization can easily access and use to make faster decisions."
Mark Wald
Founder & CEO
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