Investor Reporting Dashboard

DASHBOARD PHILOSOPHY

Why Metrics Presentation Matters

INVESTOR DASHBOARD FUNDAMENTALS

WHAT DASHBOARDS ACCOMPLISH:
☐ Single source of truth for performance
☐ Reduces back-and-forth questions
☐ Demonstrates operational rigor
☐ Creates accountability over time
☐ Enables pattern recognition
☐ Supports data-driven discussions

DASHBOARD DESIGN PRINCIPLES:
☐ Show trends, not just snapshots
☐ Compare to benchmarks
☐ Highlight what matters most
☐ Keep it simple (12-15 metrics max)
☐ Update consistently
☐ Define every metric clearly

THE METRICS HIERARCHY:
Tier 1: Must track/share (ARR, Growth, Cash)
Tier 2: Important context (CAC, LTV, NRR)
Tier 3: Deep dives on request (Cohorts, Segments)

METRIC PRESENTATION STANDARDS:
☐ Always show trends (12-month minimum)
☐ Always show direction (up/down arrows)
☐ Always show benchmarks (industry/targets)
☐ Always use consistent definitions
☐ Always timestamp data

WARNING SIGNS:
☐ Vanity metrics over substance
☐ Changing definitions frequently
☐ Hiding unfavorable data
☐ Inconsistent time periods
☐ No benchmarking context

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COMPREHENSIVE INVESTOR DASHBOARD

Full Investor Metrics Dashboard

═══════════════════════════════════════
INVESTOR METRICS DASHBOARD
═══════════════════════════════════════

COMPANY: _______________
PERIOD: [Month/Quarter] [Year]
GENERATED: _______________

═══════════════════════════════════════
EXECUTIVE SUMMARY
═══════════════════════════════════════

HEADLINE NUMBERS:
┌───────────────────────────────────────────┐
│ ARR: $_______ | Growth: ___% YoY        │
│ Cash: $_______ | Runway: ___ months     │
│ Customers: _______ | NRR: ___%          │
└───────────────────────────────────────────┘

VS PLAN:
ARR: ☐ Above ☐ On track ☐ Below
Cash: ☐ Above ☐ On track ☐ Below
Growth: ☐ Above ☐ On track ☐ Below

═══════════════════════════════════════
SECTION 1: GROWTH METRICS
═══════════════════════════════════════

REVENUE:
┌───────────────────────────────────────────┐
│ Metric          │ Current │ Trend │ Target│
├─────────────────┼─────────┼───────┼───────┤
│ ARR             │ $_______ │ ↑↓    │ $_____│
│ MRR             │ $_______ │ ↑↓    │ $_____│
│ Net New ARR     │ $_______ │ ↑↓    │ $_____│
│ Growth (MoM)    │ ____%   │ ↑↓    │ ____%│
│ Growth (YoY)    │ ____%   │ ↑↓    │ ____%│
└───────────────────────────────────────────┘

ARR WATERFALL:
| Start ARR | New | Expansion | Churn | End ARR |
|-----------|-----|-----------|-------|---------|
| $_______ | +$_____ | +$_____ | -$_____ | $_______ |

ARR BY SEGMENT:
| Segment | ARR | % of Total | Growth |
|---------|-----|------------|--------|
| Enterprise | $_______ | ___% | ___% |
| Mid-market | $_______ | ___% | ___% |
| SMB | $_______ | ___% | ___% |

CUSTOMERS:
┌───────────────────────────────────────────┐
│ Total Customers: _______                  │
│   New this period: +_______              │
│   Churned: -_______                      │
│   Net adds: +_______                     │
│                                          │
│ Enterprise: _______ (___% of total)      │
│ Mid-market: _______ (___% of total)      │
│ SMB: _______ (___% of total)            │
└───────────────────────────────────────────┘

═══════════════════════════════════════
SECTION 2: RETENTION METRICS
═══════════════════════════════════════

RETENTION OVERVIEW:
┌───────────────────────────────────────────┐
│ Net Revenue Retention: ___%              │
│ Gross Revenue Retention: ___%            │
│ Logo Retention: ___%                     │
│                                          │
│ Expansion Rate: ___%                     │
│ Contraction Rate: ___%                   │
│ Churn Rate: ___%                        │
└───────────────────────────────────────────┘

COHORT ANALYSIS (NRR by Cohort):
| Cohort | Month 3 | Month 6 | Month 12 | Month 24 |
|--------|---------|---------|----------|----------|
| Q1'YY | ___% | ___% | ___% | ___% |
| Q2'YY | ___% | ___% | ___% | |
| Q3'YY | ___% | ___% | | |
| Q4'YY | ___% | | | |

═══════════════════════════════════════
SECTION 3: EFFICIENCY METRICS
═══════════════════════════════════════

UNIT ECONOMICS:
┌───────────────────────────────────────────┐
│ CAC: $_______ (___mo trend: ↑↓)         │
│ LTV: $_______ (___mo trend: ↑↓)         │
│ LTV:CAC Ratio: ___x                     │
│ CAC Payback: ___ months                  │
│ Gross Margin: ___%                       │
│                                          │
│ Magic Number: ___                        │
│ Burn Multiple: ___x                     │
└───────────────────────────────────────────┘

OPERATING EFFICIENCY:
| Metric | Current | Target | Status |
|--------|---------|--------|--------|
| Gross margin | ___% | ___% | ☐ |
| S&M as % of ARR | ___% | ___% | ☐ |
| R&D as % of ARR | ___% | ___% | ☐ |
| G&A as % of ARR | ___% | ___% | ☐ |

═══════════════════════════════════════
SECTION 4: FINANCIAL HEALTH
═══════════════════════════════════════

CASH POSITION:
┌───────────────────────────────────────────┐
│ Cash Balance: $_______                   │
│ Monthly Burn: $_______                   │
│ Runway: ___ months (at current burn)     │
│ Runway: ___ months (optimized scenario)  │
│                                          │
│ Last funding: $_______ (Series ___)      │
│ Next funding: $_______  (Target: _____)  │
└───────────────────────────────────────────┘

BURN TREND:
| Month | Revenue | Burn | Net Burn | Runway |
|-------|---------|------|----------|--------|
| | $_______ | $_______ | $_______ | ___ mo |
| | $_______ | $_______ | $_______ | ___ mo |
| | $_______ | $_______ | $_______ | ___ mo |

═══════════════════════════════════════
SECTION 5: LEADING INDICATORS
═══════════════════════════════════════

SALES PIPELINE:
┌───────────────────────────────────────────┐
│ Pipeline: $_______ (___x coverage)       │
│ Qualified Opportunities: _______         │
│ Average Deal Size: $_______              │
│ Win Rate: ___%                           │
│ Sales Cycle: ___ days                    │
│ Pipeline Created (period): $_______      │
└───────────────────────────────────────────┘

PIPELINE STAGE BREAKDOWN:
| Stage | Opps | Value | Wtd Value |
|-------|------|-------|-----------|
| Discovery | ___ | $_______ | $_______ |
| Qualified | ___ | $_______ | $_______ |
| Proposal | ___ | $_______ | $_______ |
| Negotiation | ___ | $_______ | $_______ |

PRODUCT USAGE:
| Metric | Current | Trend | Target |
|--------|---------|-------|--------|
| DAU/MAU | ___% | ↑↓ | ___% |
| Feature adoption | ___% | ↑↓ | ___% |
| NPS | ___ | ↑↓ | ___ |

═══════════════════════════════════════
SECTION 6: TEAM
═══════════════════════════════════════

HEADCOUNT:
┌───────────────────────────────────────────┐
│ Total: _______                           │
│   Engineering: _______ (___%)            │
│   Sales/Marketing: _______ (___%)        │
│   Product: _______ (___%)                │
│   G&A: _______ (___%)                   │
│                                          │
│ New hires (period): +_______            │
│ Departures: -_______                    │
│ Attrition rate: ___%                    │
│ Open positions: _______                 │
└───────────────────────────────────────────┘

Metric Definitions Reference

Metric	Definition	Calculation	Benchmark
ARR	Annual Recurring Revenue	MRR × 12	Growth stage
MRR	Monthly Recurring Revenue	Sum of monthly contracts
NRR	Net Revenue Retention	(Start + Expansion - Churn) / Start	>100% good, >120% great
GRR	Gross Revenue Retention	(Start - Churn) / Start	>85% acceptable, >90% good
CAC	Customer Acquisition Cost	S&M spend / New customers	Varies by ACV
LTV	Customer Lifetime Value	ARPA × Gross Margin / Churn	LTV:CAC > 3x
Payback	CAC Payback Period	CAC / (ARPA × Gross Margin)	<18 months
Magic Number	Sales Efficiency	Net New ARR / Prior S&M Spend	>0.75 good, >1.0 great
Burn Multiple	Capital Efficiency	Net Burn / Net New ARR	<2x good, <1.5x great

Dashboard Delivery Tracker

Audience	Frequency	Format	Due Date	Status
Board	Quarterly	Full dashboard + deck		☐
All investors	Monthly	Summary + trends		☐
Lead investors	Weekly	Key metrics		☐

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