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Strategic Finance · Metrics & scorecards

Every metric the board asks for. Steered, not just shown.

ARR, NRR, CAC payback, Rule of 40, runway — live from the systems you already run, each on one published definition. But a number you can only look at is a rear-view mirror. Beacon puts your target, your peers, and the next move on every one.

The problem with metrics today

By the board meeting, the number is late, disputed, or both.

6 versions

Nobody trusted the number

Sales, Finance and the board each brought their own ARR. The meeting went to reconciling it — not deciding on it.

2 quarters late

You saw the drift too late

Net retention had slipped since spring. The scorecard only showed it at the board review — after the quarter had closed.

1 week / month

The pack ate a week

A finance lead's week, every month, exporting and formatting numbers that were stale the moment they were pasted.

One live scorecard, three lenses

Every number, against your target and your peers.

Growth, retention, efficiency, margins and cash — live from your billing, CRM and ledger, each on its published definition. Switch the lens: where each number moved, how it sits against the target you committed to, and where you stand versus peers.

Latitude$24.3M ARR · this quarterSealed · live
See each number as:

Growth

ARR$24.3M▲ 18%target $24.0Mtop 25%
Net new ARR (QTD)$2.1M▲ 9%target $2.4Mmedian
ARR growth (YoY)18%▲ 2target 20%top 25%
Pipeline coverage2.8×▼ 0.4target 3.0×below median
Win rate24%▲ 1target 22%median

Retention

Net revenue retention112%▲ 3target 115%top 25%
Gross revenue retention90%▼ 1floor 90%median
Gross churn6.4%▲ 0.5ceiling 6.0%below median
Logo churn2.9%▼ 0.3ceiling 3.0%median
Expansion ARR$820k▲ 12%target $780ktop 25%

Efficiency

CAC payback14 mo▼ 2target 15momedian
LTV : CAC4.2×▲ 0.3target 4.0×top 25%
Magic number0.9▲ 0.1target 1.0median
Rule of 4047▲ 4target 45top 25%
Burn multiple1.3×▼ 0.2target 1.5×top 25%

Margins & cash

Gross margin78%▲ 1target 78%median
Net burn / mo$0.9M▲ 0.1target $0.8Mmedian
Runway22 mo▼ 2floor 18momedian
Quick ratio3.4▲ 0.2target 3.0top 25%
FCF margin−12%▲ 3target −10%median

Illustrative — Latitude, a software company. vs Target: the dot is where you are now, the dark tick is the target you set. vs Peers: the shaded band is the typical range, the tick is the peer median, the dot is you.

Not a report. A steering surface.

Every number opens into what to do about it.

Tap a metric and it opens into where it's heading against the line you set, why it moved, and the move that's already staged — the number that used to end a meeting now starts one.

Gross churn6.4%Over ceiling · target 6.0%
Where it's heading 6.0% ceiling today
ActualForecastCeiling
Why it moved

Three EU mid-market accounts churned on renewal.

The move

Save plays staged for the two still at risk.

Ready · awaiting your yes

Illustrative. Every metric on the scorecard opens the same way.

Ask Beacon

Ask why. Get the cause — and the plays.

Every number is conversational. Follow it in plain language from "what" to "why" to "what do we do" — answered from the governed figures, ending in moves you can approve, not a chart to go read.

B.Ask Beacon
Which cohort is driving the churn?
EU mid-market, 2023 vintage — churning at 11% vs 4% book-wide. Time-to-value there runs 3× slower than your best cohort.
What should we do about it?
Recommended plays
Run the save play on the 2 accounts renewing in < 60 daysApprove
Assign the EU mid-market onboarding fix to CSApprove
Pause new-logo discounting in the segment until fixedQueue
B.Acting on all three protects ~$1.4M ARR this year.

Illustrative. Beacon recommends; a person approves — nothing writes on its own.

Metrics that don't stop at the scorecard

The same numbers run the whole company.

Every figure here is the one your teams steer by, the board reads, and your AI trusts — defined once, then everywhere.

Your targets

The numbers you steer by become live targets, checked against reality every day.

Set your targets →

Early warnings

A metric forming or drifting reaches you before quarter-end — not after.

Know Early →

The daily moves

An off-target number becomes a staged action, routed to whoever owns it.

Act Early →

Board & investor packs

The same sealed figures assemble into the pack — traceable in the room.

Board reporting →

The fundraising data room

A standing room of defined, replayable metrics — diligence reads what you run on.

Capital & funding →

Every tool & your AI

Metrics pushed into your CRM and Slack, and read the same way by your agents.

Unified data model →
Your metrics layer

Retire the BI stack. Keep your systems of record.

Retire

BI licences, the board-pack tool, the metrics spreadsheets and the reconciliation week — the estate whose only job was "what are our numbers?"

Keep

Your accounting, billing and CRM stay the source of truth. Beacon reads them, computes on top, and links every figure back to the record.