CFO Dashboard
A board-ready KPI dashboard in Excel and Google Sheets. Three variants: SaaS, Marketplace, and SMB. Twelve auto-calculating KPIs per variant, scored against 2025 benchmarks.
TL;DR
- Twelve critical KPIs tailored to three business models.
- Monthly, quarterly, and annual aggregation views.
- Print-ready board summary tab for immediate exporting.
- Driver-based input sheet minimizes manual data entry.
Inside the dashboard
Click any image to enlarge.
SaaS Variant KPIs
ARR_GROWTH 52% ● GREEN (median 45%) GROSS_MARGIN 82% ● GREEN (median 78%) NET_RETENTION 112% ● GREEN (median 106%) CAC_PAYBACK 22 mo ● AMBER (median 18 mo) RULE_OF_40 31% ● GREEN (median 28%) CASH_RUNWAY 18 mo ● GREEN (median 16 mo)
Included Variants (12 KPIs Each)
| Variant | Focus KPIs |
|---|---|
| SaaS | ARR, NRR, GRR, CAC Payback, Rule of 40, Magic Number, Burn Multiple. |
| Marketplace | GMV, Take Rate, CAC:LTV, Buyer/Seller Retention, Liquidity Ratio. |
| SMB | EBITDA Margin, Operating Cash Flow, Inventory Turn, Quick Ratio. |
Specifications
What's NOT included
- ✕ Direct API connections to Stripe or Xero
- ✕ Custom KPI definition additions
- ✕ 1-on-1 setup calls
Initial release shipping SaaS, Marketplace, and SMB variants with twelve KPIs each.
Read full changelog →Frequently Asked Questions
Can I connect this to my database?
The template uses a driver-based input sheet where you paste data exports. It does not include native API connections to maintain broad compatibility and security.
Are benchmarks included?
Yes. The SaaS variant includes conditional formatting logic based on 2025 median values from Benchmarkit and SaaS Capital.
Can I use this for multiple clients?
The standard $79 license is for a single seat. If you're a fractional CFO or agency using it for multiple clients, purchase the Agency Tier for $299.
Do you offer refunds?
Yes. We provide a 14-day unconditional refund. Email hello@meritra.co.
14-day unconditional refund.
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