Dashboard Use Cases/Executive ReportingCFO/Finance Director

Build me a report that tracks quarterly ARR, net revenue retention, gross margin, and cash runway with comparison to plan and prior year — formatted for investor updates.

Automates investor update preparation by comparing actual performance against plan and YoY benchmarks across key financial metrics.

Metrics & KPIs

Quarterly ARRnet revenue retentiongross margin percentagecash runway monthsvariance to plan

Required Data

ARR dataretention ratescost of goodscash balancesbudget plan

Data Sources

Finance SystemBilling/PaymentsData Warehouse

Works with tools like

NetSuiteQuickBooksXeroSageFreshBooksStripeChargebeeRecurlyPaddleZuoraSnowflakeBigQueryRedshiftDatabricksClickHouse

How Bruin builds this

Bruin

Bruin AI Dashboards

Build me a report that tracks quarterly ARR, net revenue retention, gross margin, and cash runway with comparison to plan and prior year — formatted for investor updates.

Bruin connects to your Finance System, Billing/Payments, Data Warehouse and builds the dashboard automatically.

It visualises Quarterly ARR, net revenue retention, gross margin percentage and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.