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Financial Analyst Today Performance Forecast Business model Decisions Reports
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Today Performance Forecast Business model Decisions Reports Data & settings
Data & settings
Example: SaaS / subscription
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Recurring / subscription

SaaS / subscription

Inventory

Distribution / wholesale Manufacturing Retail E-commerce

Projects & services

Construction Professional practice Agency

Location & asset-based

Logistics Clinic Hospitality

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Which choices need action, which are underway, and did the last ones land.

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Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.

Compare this decision's expected effect with what happened. Which open decisions are past their review date?

Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.

Decisions

Where the team answers the questions Today and the scenarios raise — and later checks how each call landed.

Open Today
Needs your decision1
In progress1
Outcome recorded1

Needs your decision

The review window has arrived — check what the metric actually did and settle the call.

Review due Decided 2026-05-01 · Observed
CAC payback stretched past 16 months on the March cohort — hold the next sales hire until payback is back under 14 months?
Assigned for review · Owner: You · Review by: 2026-05-20
Next: open the metric's lineage below and record the call at the next close.
View metric lineage →

In progress · review scheduled

Captured and owned; the outcome is re-checked automatically on later closes.

In review Decided 2026-05-20 · Explained
Net revenue retention slipped to 96% in April from 104% in March — the Helix Robotics account downgraded from Pro to Starter ($1,400/mo) and two Build-tier accounts churned ($890/mo combined). Reviewing whether to flag this in the May board update.
Assigned for review · Owner: You · Review by: 2026-06-05
Next: nothing to do yet — the outcome is checked automatically after the review date.
Options considered
Accept the downgrade churn into the forecast — the base case
Run the named-account win-back play on the two downgrades chosen
Offer a retention discount across the whole at-risk tier
Scenario behind this decision
Financial effect at decision time
-$2,290 – -$27,480
Assumptions on the day
· impact shown as a range — the behavioural response to this change is not yet observed, so the high edge annualises a persistent step-change
· 3 source citation(s) back the period figures
Risks noted at decision time
· Win-back terms can leak into upcoming renewals — cap the offer at the two named accounts
View metric lineage →

What happened

Reported as an association over the review window — other factors also changed, never proof of cause.

Outcome recorded Decided 2026-04-21 · Observed
Approved: cut paid search 15% to protect runway while net revenue retention recovers.
Modelled a scenario · Owner: Dana Whitfield (Growth) · Review by: 2026-06-18
Financial effect at decision time
$22,000
Assumptions on the day
· Paid search was ~30% of new-logo CAC at the time of the call.
· Organic + lifecycle pipeline could absorb part of the cut within a quarter.
Since this decision · Inferred
Expected at decision time: paid search lands near $18.7K/mo with pipeline held by organic and lifecycle.
At decision22,000
At review18,700
Movement-3,300
Hypothesis holds (inferred)
An inferred association over a window where other factors also changed — never a proven cause.
View metric lineage →

Decisions are captured from Today cards and modeled scenarios — with the numbers as they stood at decision time. There is no blank form, so every entry stays auditable.