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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.

Company scorecard$34.0M ARR · this quarterSealed · live
See each number as:

Growth

ARR$34.0M▼ $310k vs planplan $34.3Mmedian
ARR growth (YoY)34%▲ 1 vs planplan 33%top 25%
Forecast to Target$51.4M▼ $600k vs TargetTarget $52.0Mmedian
Pipeline coverage3.2×— on planplan 3.2×median
Win rate31%— on planplan 31%median

Retention

Net revenue retention108%▲ 3 vs floorfloor 105%top 25%
Weakest cohort NRR98%▼ 7 vs floorfloor 105%below median
Gross churn8%— on planplan 8%median
Expansion ARR (plan)$1.6M— on planplan $1.6Mmedian

Efficiency

CAC payback14 mo— on planplan 14 momedian
Rule of 4016▼ 24 vs 40target 40below median
Magic number0.8— on planplan 0.8median
ARR per employee$170k— on planplan $170kmedian

Margins & cash

Gross margin78%▲ 3 vs floorfloor 75%median
Net burn / moWave 2$520k▼ $50k vs planplan $470kmedian
Cash$11.4M▼ $520k this monthminimum $3Mmedian
RunwayWave 222 mo▼ 1 mofloor 12 motop 25%

Illustrative — a B2B software company at $34.0M ARR, on a $52M target for 31 Dec 2027. Net burn and runway ship in Wave 2. 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.

Net revenue retention108%Bending toward the 105% floor
Where it's heading 105% floor today
ActualForecastFloor
Why it moved

48 mid-market accounts, worth $3.0M, are bending ahead of their October renewal.

The move

One campaign shift in February — $95k, against $1.8M if it is found in October.

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?
The 2026 Q1 cohort — net retention 98% against 108% book-wide. Activation is the difference: accounts live in under 14 days retain at 122%.
What should we do about it?
Recommended plays
Run the save play on the 48 mid-market accounts renewing in OctoberApprove
Assign the activation fix for the 2026 Q1 cohort to CSApprove
Pause new-logo discounting in the segment until fixedQueue
B.Acting on all three protects $1.8M of ARR at renewal.

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.