CFO Value Cockpit

Always-on view of ARR, NRR, churn, CAC, and burn – with agentic steering built in.

🔍
ARR $198.4M (+22% YoY)
NRR 117%
Churn 9.4%
Burn multiple 1.4x

ARR

$198.4M
+2.3% vs last month

NRR

117%
-1 pt vs last quarter

Logo Churn

9.4%
+1.6 pts vs target

CAC Payback

14.6 mo
+1.4 mo vs last quarter

This week’s value gravity

Top 3 shifts
Enterprise expansion +$4.8M ARR Security & Platform modules upsell in North America.
SMB logo churn -$2.1M ARR Concentrated in price-sensitive cohorts and APAC onboarding gaps.
Sales productivity in EMEA down 12% CAC payback up to 18 months; pipeline quality weakening.

Upcoming 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 & reason
NRR 117% Target 120%

NRR is 117%, driven by strong Enterprise expansion and elevated SMB churn.

Onboarding friction (APAC) 37% of at-risk ARR
Feature gaps vs Competitor X 31% of at-risk ARR
Price sensitivity (low-ACV) 22% of at-risk ARR

Top churned & at-risk accounts

Illustrative logos

27 accounts drove the churn spike (-$1.4M ARR) with 15 similarly profiled accounts currently at risk.

Acme Retail (-$240k)
NimbusSoft (-$180k)
Globex SMB (-$120k)
Orion Labs (-$110k)
BlueSky Apps (-$95k)
NovaCloud (-$82k)
Quantum HR (-$75k)

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

Interactive

Adjust churn and CAC assumptions to see the 12-month impact on ARR, EBITDA, and burn multiple.

ARR vs baseline (12 mo) +$6.7M
EBITDA margin delta +1.4 pts
Burn multiple 1.3x

Scenario storycard

Generated by agent

If 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

Narratives
Last: Q1 Board Next: Q2 Board – May 28 Strategy offsite – Aug

Q2 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.

CFO ↔ Agent

Live agentic steering
Agent Welcome back. I’ve refreshed all SaaS KPIs as of this morning. Tap a question below or ask anything in natural language.