Our template includes a beautifully designed executive KPI dashboard that gives you an overview of the financial, operational, customer and people health of your business.
With our executive reporting dashboard, you can view all your most important metrics such as gross margin, net income, operating expenses, headcount, revenue per FTE, pipelines opportunities, CAC, CSAT and more.
No need to spend hours designing your spreadsheets and building your dashboards. Our template is pre-formatted (but still customizable) so you can get started right away.
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Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.
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View a high level summary of your sourced and influenced ARR, see a breakdown of your spend by quarter and track the performance of your lead funnel.
Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.
View all your labor expenses in one place, leverage our interactive dashboard and get a detailed breakdown of expenses by type and by month.