Drag a lever — ARR, payback & Rule of 40 recompute instantly. Current scenario: Raise price 10% · cut CAC 15%.
Price change+10%
CAC change−15%
Gross churn6.0%
ARR
$19.8M
CAC Payback
11 mo
Rule of 40
57%
LTV:CAC
5.4:1
Investor takeaway — Pricing power converts directly to efficiency: payback compresses to 11mo and Rule of 40 clears 57%, all while NRR stays north of 115%.
Investor Narrative AI authored
We are compounding efficiently: ARR $18.4M, +42% YoY, on 118% net revenue retention and 82% gross margin. With LTV:CAC of 4.6x and 14-month CAC payback, every growth dollar is paying back faster than the SaaS median — landing us at a 52% Rule of 40, comfortably above the line. The April 2026 cohort is expanding 1.4x faster than prior cohorts, suggesting the new onboarding flow is structurally lifting expansion.
How to use this CFO field guide
Drives the raise & the budget. This board is the one-screen unit-economics story you take into a board deck or a Series-B diligence room — defend valuation, then decide where the next growth dollar goes.
Watch first: the NRR Cohort Heatmap and Rule of 40. If recent cohort rows are cooling or you've slipped below the 40 line, the ARR headline is lying to you about durability.
Read the heatmap by row, not column. Each row is one cohort aging left-to-right; deepening green = expansion compounding. A row that stalls early is a retention problem you can still fix.
AI features earn their seat: the Growth Copilot recomputes payback, Rule of 40 and LTV:CAC live as you drag price/CAC/churn — so "raise price 10%, cut CAC 15%" becomes a number, not a hope, before the meeting.
For your own org: if you can't show NRR by cohort, you can't separate real retained growth from new-logo masking. What single chart would survive a skeptical investor's first question?
Watch the walkthrough
✦Four AI agents walk this dashboard.
In context · Markets & Macro
SAMPLE FEED
Fed funds (upper)4.50%unch
10Y Treasury4.28%▲ +3bp
S&P 5005,612▲ +0.6%
USD index (DXY)104.1▼ −0.2%
Software (IGV)+1.1%▲ leads
Illustrative — wire to your market-data feed. Rates frame discount & runway math.