Your B2B sales organisation tracks pipeline in Salesforce, ARR in a spreadsheet, and churn in a third tool. Nobody sees the full picture.
Enterprise B2B organisations with mature sales operations face a data fragmentation problem at the metrics layer: the CRM holds pipeline data, the billing system holds ARR and churn data, and finance holds the unit economics calculations. Producing a board-ready view of all three requires a data consolidation exercise that takes analysts days and produces a result that is already outdated. B2B and SaaS Metrics creates a single, continuously updated view of all operational metrics — without requiring a data integration project.
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Board and investor reporting for enterprise B2B organisations requires data from CRM, billing, finance, and marketing — a consolidation challenge that delays reporting by days
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Inconsistent metric definitions across departments create internal disagreements about ARR, NRR, and churn numbers — undermining confidence in the data
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Only 22% of enterprise marketers can consistently provide the data needed to justify marketing ROI to their CFO — the missing link is often connected metrics
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Pipeline coverage analysis typically requires a Salesforce query, a finance calculation, and a board summary — three separate steps that compound delay
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B2B and SaaS Metrics for enterprise provides 30+ cards covering ARR health, pipeline visibility, customer economics, and board-ready metrics in a single dashboard. The executive team sees the board metrics row — ARR, NRR, Rule of 40, pipeline coverage, and CAC payback — as a persistent summary. Finance and revenue operations drill into cohort analysis, unit economics, and deal velocity. Playbook highlights metrics worth reviewing before the quarterly review — your team approves next steps on the Action Board.
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Pre-board preparation: CFO needs ARR waterfall, NRR, pipeline coverage, and Rule of 40. Three departments involved, two days of data work, one analyst. The deck is finished the evening before the board meeting.
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Pre-board preparation: CMO opens Board Dashboard Intelligence. ARR waterfall, NRR, Rule of 40, and pipeline coverage reflect this morning's sync. Playbook flagged a churn pattern in one enterprise segment for review. Deck built in 90 minutes.
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Revenue review: VP of Sales needs deal velocity data and CAC by channel. Sales ops runs the query from Salesforce. Finance runs the CAC calculation. Reconciliation takes a day. Meeting delayed.
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Revenue review: Deal Velocity and CAC and LTV by Channel cards in B2B and SaaS Metrics show the current figures. Sales cycle length, win rate, CAC payback, and LTV:CAC ratio are all available in the dashboard before the meeting starts.
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Board-ready metrics from one dashboard
ARR, NRR, Rule of 40, pipeline coverage, and CAC payback always current — no pre-board data sprint required
Consistent cross-departmental metrics
One definition of ARR, NRR, and churn — finance, sales, and the board use the same number
Proactive executive intelligence
Playbook surfaces ARR health, churn risk, and GTM gaps for your team to review before the board agenda
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