Who this is for
| Teams | CFO office, FP&A, treasury, revenue cycle |
| Best fit | SaaS billing, payment settlements, or healthcare claims |
Which data should I use?
| Your business | Start with | Key metrics |
|---|---|---|
| B2B SaaS | B2B SaaS cookbook | MRR, ARR, NRR, churn |
| Payments / fintech | Fintech cookbook | Fees, settlements, chargebacks |
| Healthcare billing | Healthcare cookbook | Claims, days in A/R, denials |
Dashboard patterns
Revenue KPIs and trend
Revenue, margin, or MRR with month-over-month movement.
Segment breakdown
Revenue or claims by segment, category, or insurance type.
Aging and collections
Outstanding invoices or claims with aging buckets.
Questions to ask by role
| Role | Questions to try |
|---|---|
| CFO | What is net revenue retention? Show MRR by month for the last 12 months. |
| FP&A analyst | What is revenue by segment versus plan? |
| RCM analyst | What are days in A/R and denial rate by insurance type? |
| Treasury | What is settlement lag and pending batch amount? |
Example conversations
Net revenue retention
Ask: What is net revenue retention this quarter? Use the answer to anchor board or investor reviews, then drill into expansion versus churn drivers.Metrics worth defining
Add to Connector memory:- NRR, MRR, ARR (SaaS)
- Settlement lag, chargeback ratio (payments)
- Days in A/R, denial rate (healthcare)