A monthly report includes reporting on historical data, have a forecast with what you are expecting to achieve and planned spending, a budget and then a list of financial and non-financial metrics.
The goal of a monthly report is to show you how your business is performing and how far you are from reaching your ambitious milestones.
If you have a board the report can be used as a board pack so you don't waste time preparing it every month. A lot of founders spend at least 20 hours a month to prep some basic board packs.
A Fractional CFO will do this report for you, then go with you through all the financial and non-financial data and make sure you are confident in front of investors to answer their questions.
If you are planning to exit in the next few years then a good monthly report will help you achieve the desired valuation. The way it works is to look at how you are spending the company's resources, find areas of improvement and understand the additional resources you need to get to your desired revenue targets and metrics.
What a SaaS Board Pack Includes
A strong board pack tells the story behind the numbers. We include a P&L with commentary, cash flow forecast, runway analysis, KPI dashboard, and a short narrative covering what happened, why, and what comes next. Everything is designed to be read in under ten minutes so your board spends time on decisions, not deciphering spreadsheets.
SaaS KPIs We Track Monthly
We track the metrics that actually drive SaaS value: MRR and ARR growth, net revenue retention, gross margin, CAC payback period, LTV-to-CAC ratio, churn rate, and burn multiple. Each KPI is benchmarked against stage-appropriate targets so you know where you stand relative to peers — and where to focus improvement.
Reporting Cadence and Format
Reports are delivered by the 15th of each month, covering the prior month’s performance. We use a consistent format across months so trends are immediately visible. Founders receive a short video walkthrough alongside the written report, making it easy to share insights with co-founders or investors without scheduling another meeting.
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