Finance · Live KPI Reporting
Samso Managed Services · Last Updated · Apr 2026
Interactive KPI Dashboards
Live, drillable KPI dashboards wired to your billing, GL, CRM, and product systems - every metric carries its own definition, source, sparkline, and direction-of-good, so leadership reads the same number you'd defend.
What the managed workflow does
Wires to your source systems
Billing for ARR, GL for margin and cash, CRM for pipeline and CAC, product analytics for usage. Refresh cadence per metric, not per dashboard.
Defines every metric
Each tile has a published definition: numerator, denominator, time window, exclusions. No two leaders argue about which version of NRR is correct.
Shows direction-of-good
Trend coloring is semantic, not numeric. Burn multiple going down is green; ARR going down is orange. Tiles read at a glance.
Drills down to the source
Click any tile and see the underlying records - the cohort table, the ledger lines, the CRM stage history. The dashboard isn't a dead end.
Six headline KPIs · live · with 12-month sparklines
6 Metrics · 5 Source Systems · Refreshed Hourly
Wired into source systems
What each tile carries
Source systems wired in
Billing & subscriptions. MRR/ARR schedule, churn, expansion, and contraction at the customer level - the canonical revenue source.
General ledger. Margin, burn, and unit cost views built on the live trial balance with the same close cutoff finance uses.
CRM + sales activity. Pipeline coverage, win rates, sales cycle, CAC payback - pulled from stage history, not dashboard exports.
Product analytics. Engagement, feature adoption, and usage signals tied back to ARR cohorts so retention has a leading indicator.
Outputs leadership reads
Headline tile grid. 6–12 KPIs per board - the metrics leadership actually monitors, with definitions baked in.
Drill-through workbench. Each tile clicks into the underlying data: cohort tables, GL line items, CRM stage logs.
Definition catalog. Living glossary of every metric's exact formula, time window, and exclusions - versioned, not buried.
Snapshot exports. PDF or PowerPoint exports of the dashboard for board books, with the same numbers and sparklines.
What you get, every week
One source of truth
Every leader reads the same numbers off the same dashboard, defined the same way, refreshed at the same cadence.
Direction-of-good coloring
Tiles flag exceptions automatically. Off-target metrics surface without leadership having to scan.
An auditable definition layer
Every metric's formula and source are versioned. When the number changes, you know whether the world changed or the definition did.
See this in your industry
How finance & accounting reads for each sector we serve.
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