Insight

KPI builder

Each client builds their own KPIs from a formula editor. Industry templates seed the workspace; the variance agent narrates against whatever is defined here.

SaaS template

Seeded from the engagement library. Edit, override, or extend.

Code	Name	Formula / source	FY24	Budget	FY25 actual
ARR	Annual Recurring Revenue	metric:arr_year_end	51200000.00	68000000.00	71400000.00
NRR	Net Revenue Retention	metric:nrr	108	112	109
GRR	Gross Revenue Retention	metric:grr	91	94	92
CAC_PAYBACK	CAC Payback (months)	(G-6100 / new_arr) * 12	18	16	22
MAGIC	Magic Number	(net_new_arr * 4) / G-6100	1.12	1.40	0.98
RULE40	Rule of 40	yoy_growth + ebitda_margin	41	50	43
HEADCOUNT	Headcount (FTE)	metric:fte_year_end	92	120	115
REVENUE_PER_FTE	Revenue per FTE	G-4000 / metric:fte_year_end	519000.00	521000.00	558000.00