> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vizkraft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance & FP&A

> Revenue, A/R, and settlement analytics — for finance teams on SaaS, payments, or healthcare billing data.

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

## 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](/cookbooks/b2b-saas)         | MRR, ARR, NRR, churn           |
| Payments / fintech | [Fintech cookbook](/cookbooks/fintech-payments)  | Fees, settlements, chargebacks |
| Healthcare billing | [Healthcare cookbook](/cookbooks/healthcare-ops) | Claims, days in A/R, denials   |

## Dashboard patterns

### Revenue KPIs and trend

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

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/finance-revenue-trend.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=66c1e4ddf5ce40c578f35f7e29a95465" alt="Finance revenue trend dashboard" width="1" height="1" data-path="public/screenshots/cookbooks/finance-revenue-trend.png" />

### Segment breakdown

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

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/finance-segment-breakdown.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=181cf3f14b9c9594eb2154eb34a1a304" alt="Finance segment breakdown dashboard" width="1" height="1" data-path="public/screenshots/cookbooks/finance-segment-breakdown.png" />

### Aging and collections

Outstanding invoices or claims with aging buckets.

<img src="https://mintcdn.com/na-13f69f9a/Wr83bBDJ2uoLSQ3a/public/screenshots/cookbooks/finance-aging.png?fit=max&auto=format&n=Wr83bBDJ2uoLSQ3a&q=85&s=5fb75b9650a9a8c069dc16e4892d51be" alt="Finance aging dashboard" width="1" height="1" data-path="public/screenshots/cookbooks/finance-aging.png" />

## 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](/features/connector-memory):

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