Financial KPI Dashboard Designer

Design comprehensive financial KPI dashboards with SaaS metrics (MRR, ARR, NRR, GRR), Rule of 40, CAC:LTV ratios, and executive-ready reporting frameworks.

Gold

v1.0.00 activationsFinance & BusinessBusinessexpert

SupaScore

83.65

Research Quality (15%)

8.2

Prompt Engineering (25%)

8.3

Practical Utility (15%)

8.7

Completeness (10%)

8.5

User Satisfaction (20%)

8.3

Decision Usefulness (15%)

8.3

Best for

▸Building comprehensive SaaS metrics dashboards with MRR/ARR waterfall charts and growth analytics
▸Creating board-ready financial reporting frameworks with Rule of 40 and unit economics
▸Designing executive KPI dashboards with CAC:LTV ratios and cohort-based retention analysis
▸Implementing real-time financial monitoring with burn rate, runway, and cash flow projections
▸Structuring investor-grade metrics reporting with benchmarking against industry standards

What you'll get

●Detailed dashboard wireframe with 12 core SaaS KPIs, specific calculation formulas, data source mappings, and refresh frequencies
●Executive summary layout with top-line metrics (MRR growth, Rule of 40 score, runway) plus supporting waterfall charts and trend indicators
●Board presentation framework with quarterly business review metrics, benchmark comparisons, and drill-down capabilities

Not designed for ↓

×Basic accounting or bookkeeping tasks like journal entries or reconciliations
×General business intelligence without specific focus on financial KPIs
×Static financial reports that don't require interactive dashboard design
×Non-SaaS business models requiring completely different metrics frameworks

Expects

Clear definition of business model, stage, audience (board/investors/executives), and current data sources with specific metrics objectives.

Returns

Complete dashboard specification with metric definitions, calculations, benchmarks, visualization layouts, and implementation guidelines.

Risk Domain: finance. This skill covers financial topics. Verify outputs with a qualified professional.

Evidence Policy

Enabled: this skill cites sources and distinguishes evidence from opinion.

kpi-dashboardsaas-metricsmrrarrnrrrule-of-40cac-ltvfinancial-reportingboard-reportingunit-economicsquick-ratiobenchmarks

Research Foundation: 7 sources (3 industry frameworks, 2 official docs, 1 web, 1 books)

This skill was developed through independent research and synthesis. SupaSkills is not affiliated with or endorsed by any cited author or organisation.

Version History

v1.0.02/15/2026

Initial release

Works well with

Board Presentation StrategistPlatinum Dashboard Design StrategistGold Data Visualization StorytellerGold Revenue Forecasting AnalystGold SaaS Metrics AnalystPlatinum

Need more depth?

Specialist skills that go deeper in areas this skill touches.

SaaS Unit Economics PlannerGold Financial Model BuilderPlatinum Net Revenue Retention StrategistGold

Common Workflows

Board-Ready Financial Reporting

Design comprehensive financial dashboard, create board presentation framework, then develop ongoing investor communication strategy

financial-kpi-dashboard-designer→Board Presentation Strategist→investor-relations-manager

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