CFO Value Cockpit
Always-on view of ARR, NRR, churn, CAC, and burn – with agentic steering built in.
ARR
NRR
Logo Churn
CAC Payback
This week’s value gravity
Top 3 shiftsUpcoming focus
Agent suggestions- Run a targeted SMB churn sprint. Model shows a 2 pt churn reduction recovers $6.7M ARR and +1.4 pts EBITDA over 12 months.
- Clamp discounting in Mid-Market. Discount intensity up 18%; net margin drag of -0.6 pts this quarter.
- Instrument onboarding in APAC. 37% of churned ARR referenced onboarding friction in CSM notes.
NRR & Churn drivers
By segment & reasonNRR is 117%, driven by strong Enterprise expansion and elevated SMB churn.
Top churned & at-risk accounts
Illustrative logos27 accounts drove the churn spike (-$1.4M ARR) with 15 similarly profiled accounts currently at risk.
The agent has clustered accounts by ARR, segment, and exit reason, and can spin up a targeted “save playbook” for each cohort directly from this panel.
Value Lab – churn & CAC scenario
InteractiveAdjust churn and CAC assumptions to see the 12-month impact on ARR, EBITDA, and burn multiple.
Scenario storycard
Generated by agentIf we reduce SMB churn from 9.4% → 7.4% over the next 2 quarters by adding 4 CSMs and improving onboarding, ARR is expected to be $6.7M higher after 12 months, EBITDA margin improves by 1.4 points, and the burn multiple improves from 1.4x → 1.3x.
Board timeline
NarrativesQ2 narrative spine (draft)
Agent draft- 1. Durable growth with stronger Enterprise pull. ARR is $198.4M, up 22% YoY, with Enterprise expansion offsetting SMB churn.
- 2. Churn risk is being actively addressed. SMB churn increased to 9.4%, but a targeted initiative is projected to recover $6.7M ARR and ~1.4 pts of EBITDA over 12 months.
- 3. Efficient growth remains intact. Burn multiple holds at 1.4x with a path to 1.2x without cutting product investment.
Deck status
Auto-assembled- Narrative spine Slides 1–3 drafted. Ready for CFO tweaks.
- Financials & SaaS KPIs Slides 4–9 drafted from CFO Data Twin with ARR, NRR, churn, CAC, and cohorts.
- Risk & plays Slides 10–12 drafted from current scenarios (churn initiative, CAC discipline).
- Appendix Cohort and regional detail auto-assembled; can be toggled on/off with one click.