The Challenge with Today's Accounting Reports:
CEO’s want to see problem spots and take action but accounting data makes it difficult because
- Spreadsheets make it difficult to see trends
- Most bookkeepers email reports without any commentary
- Data comes from multiple sources
- Information is produced too late following the end of the month
- Key metrics are buried in a mountain of noise
Investors get dissatisfied because CEO’s
- Delay sharing information because putting together charts takes a “back seat”
- Minimize the strategic value of their bookkeeper to be a data ally
- Spend too much time creating visual reports and not enough time conuming them
- Fail to highlight where there is “smoke” in the business
- Tend to ignore valuable accounting data for making strategic decisions
- Confuse being busy with being effective
Stride Vista is a Dynamic Reporting Platform:
Free up CEO time
Focus on the metrics that matter
Identify trends and hot spots for discussion
Promote strategic decisions based on data
Stride creates Stride Vista leveraging multiple data sources.
CEO’s can easily drop in visuals and add text and insights to share with their teams.
Stride Vista Outputs
Stride Vista starts by providing reporting across your income statement, balance sheet and cash flow. We can further customize to pull the most relevant metrics for your company.
Gross Profit % trends will help identify how well direct variable costs are being managed against revenue recognition
Prior year reporting gives a visual into year over year changes
Expense trends by category and overall highlights variations
Revenue and forecast with multiple forecast projections
Revenue month to date actual and percentage variance
Revenue variance vs. budget
Operating Cash Flow measures net inflows and outflows
Measure cash on hand to fund the working capital and capital expenditure needs of the business
Months of runway in a glanceable view
Churn by customers and revenue
Trends in MRR allows you to see the make-up of Net New MRR
Customer Acquisition Cost Trends
Growth in employees and % that are producers should correlate directly with revenue growth
Revenue per employee shows how well you are creating operating leveraging
New hire breakdown shows where the company is adding team members in various roles
Pipeline value shows where qualified leads are in the process
Trends in New Opportunities shows how well your company is creating a consistent engine of qualified leads
Pipeline by rep allows you to see productivity/effectiveness of your producers
100 of Stride's Clients Leverage Stride Vista in Their Businesses
Stride Vista organizes the information that matters and highlights the areas of focus. So we can move faster and smarter.
CFO, PIVOT Agency
I finally have a handle on the levers of the business all the time. Now, the metrics that we operate by are easily accessible to not only make smarter business decisions but also provide insight for my team to move smarter…and faster.
CEO, Next Step
Want a Demonstration of Stride Vista. Schedule Now for a Complimentary Overview.
We’ll spend 30 min learning about your business and sharing how we can map your most important metrics to the Stride Vista dashboard.
CEO or Finance narrative goes here