FP&A Hub

Dashboard

Monitor your financial performance at a glance

Total Revenue

$2.4M

Net Profit

$680K

Active KPIs

Reports Generated

156

Revenue Trends

Expense Breakdown

Recent Performance Metrics

Metric	Current	Previous	Change
Gross Margin	42.3%	41.8%	+0.5%
Operating Margin	28.4%	26.9%	+1.5%
ROE	15.2%	14.7%	+0.5%

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Financial Models

Build and customize DCF, LBO, merger, and other financial models

DCF Model Builder

Create discounted cash flow models with customizable assumptions

LBO Analysis

Leveraged buyout modeling with debt schedules

Merger Model

Accretion/dilution analysis for M&A transactions

Model Templates

Template	Type	Last Updated
Three-Statement Model	Core	2 days ago
SaaS Financial Model	Industry	1 week ago
Real Estate DCF	Sector	3 days ago

KPI Metrics

Track and analyze key performance indicators across your business

Revenue KPIs

• ARR & MRR Tracking
• Revenue Growth Rate
• Customer Lifetime Value

Operational KPIs

• Gross Margin Analysis
• Operating Efficiency
• Working Capital

Customer KPIs

• CAC & Payback Period
• Churn Rate Analysis
• NPS & Satisfaction

KPI Performance Tracker

KPI	Target	Actual	Status
Revenue Growth	15%	18.5%	On Track
Gross Margin	42%	40.2%	Warning
Customer Acquisition Cost	20	15	On Track

Analysis Tools

Comprehensive suite for financial analysis and insights

Portfolio Analysis

Analyze investment portfolios with risk metrics and performance tracking

Scenario Analysis

Run multiple scenarios with sensitivity analysis and stress testing

Valuation Tools

Multiples analysis, DCF modeling, and comparable company analysis

Quick Analysis

Select Analysis Type

Data Range

Saved Analyses

Q3 Revenue Analysis

Updated 2 hours ago

Cash Flow Forecast

Updated 1 day ago

Margin Analysis

Updated 3 days ago

Analysis Results

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Reporting Suite

Professional reports for executives and clients

Executive Reports

Board-ready presentations with key insights

Client Reports

Customized reports for client communications

Operational Reports

Daily, weekly, and monthly operational insights

Report Templates

Template	Type	Last Used
Monthly Board Pack	Executive	2 days ago
Investor Update	Client	1 week ago
Weekly Operations	Operational	3 days ago

Scheduled Reports

Weekly Executive Summary

Every Monday at 9:00 AM

Active

Monthly Financial Review

1st of each month at 8:00 AM

Active

Quick Actions

Expert Q&A

Get answers from financial experts and analysts

Ask an Analyst

Get direct answers from certified financial analysts

Model Review

Expert review of your financial models and assumptions

Industry Insights

Market analysis and industry-specific guidance

Ask a Question

Recent Questions & Answers

How to calculate WACC for a private SaaS company?

Asked 2 hours ago • Financial Modeling

Use risk-free rate + beta × market risk premium + small-cap premium. For SaaS, consider additional factors like customer concentration risk...

Answered by Senior Analyst • 1 hour ago

What's the best KPI for measuring SaaS profitability?

Asked 1 day ago • KPI Selection

Focus on LTV/CAC ratio, Net Revenue Retention, and Rule of 40. These provide comprehensive view of growth and profitability...

Answered by Industry Expert • 18 hours ago

How to model churn in a subscription business?

Asked 3 days ago • Valuation

Use cohort analysis with monthly churn rates. Model different customer segments separately and consider upgrade/downgrade patterns...

Answered by Lead Financial Modeler • 2 days ago

Client Portal

Secure access to reports, models, and collaboration tools

Portfolio Dashboard

View your customized financial dashboard

Document Library

Access reports, models, and presentations

Collaboration Hub

Share insights and communicate with your team

Client Login

Recent Activity

Q3 Report Published

2 hours ago

Model Updated: Revenue Forecast

1 day ago

New Message from Analyst

3 days ago

Client Documents

Document	Type	Last Modified
2024_Q3_Financial_Report.pdf	Report	2 hours ago
Revenue_Model_Oct2024.xlsx	Model	1 day ago
Board_Presentation_Q3.pptx	Presentation	3 days ago

Resources

Templates, guides, and tools for financial professionals

Model Templates

Pre-built financial models and templates

Training Guides

Step-by-step guides and tutorials

Industry Data

Benchmarks and market data sources

Featured Resources

DCF Model Template

Complete discounted cash flow model with instructions

Updated 2 days ago • 1.2MB

KPI Selection Guide

Framework for choosing the right metrics

Updated 1 week ago • 850KB

Valuation Multiples Database

Industry-specific valuation multiples

Updated 3 days ago • 2.1MB

Search Resources

Templates Guides Data SaaS Financial

Popular Downloads

Three-Statement Model

25,432 downloads

SaaS Metrics Guide

18,294 downloads

Market Multiples Sheet

12,847 downloads