Course curriculum

    1. Due Diligence in 7 Minutes

    2. Build a Board Deck in Under 3 Minutes

    3. Department Dashboard Template

    1. Income Statement Analysis

    2. Cash Flow Template

    3. Headcount Analysis

    4. Operational Efficiency Dashboard

    1. Customers Dashboard

    2. ARR Dashboard

    3. Retention Dashboard

    4. Pipeline Analysis

    5. Sales Team Performance

    1. Review Month End Close

    2. Custom Financial Reports

    3. Custom Variance Reporting

    1. Board Management Q&A

    2. 5 Growth Efficiency Metrics Every SaaS Should Track

    3. B2B SaaS Performance Reporting Benchmark

    4. Financial Storytelling_ What It Takes to Go Beyond Record Keeping

    5. Office Hours: Analyze Churn & Retention

    6. Office Hours: Board Deck Prep

About this course

  • Free
  • 21 lessons
  • 6 hours of video content

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