Finance & FP&A

This cookbook is for finance and FP&A teams tracking revenue, margins, receivables, and cash operations across different business models.

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Who this is for

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Which data should I use?

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Dashboard patterns

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Revenue KPIs and trend

Revenue, margin, or MRR with month-over-month movement.

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Segment breakdown

Revenue or claims by segment, category, or insurance type.

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Aging and collections

Outstanding invoices or claims with aging buckets.

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Questions to ask by role

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Example conversations

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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.

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Metrics worth defining

Add to Connector memory:

• NRR, MRR, ARR (SaaS)
• Settlement lag, chargeback ratio (payments)
• Days in A/R, denial rate (healthcare)