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Learn how to create a revenue analytics dashboard that simplifies financial data, tracks key metrics, and helps your team make smarter business decisions.
Your financial data tells a story. It’s the story of every sale, every new customer, and every strategic decision you’ve made along the way. The problem is, that story is often told in the language of spreadsheets—a language that’s hard to read and even harder to interpret quickly. A revenue analytics dashboard translates that complex data into a clear, compelling narrative you can understand in seconds. It visualizes your performance, showing you the plot twists in your sales cycles and the character development of your customer lifetime value. This guide will show you how to build and use a dashboard that doesn't just report numbers, but tells you the story of your business’s health, helping you write a better next chapter.
Think of a revenue analytics dashboard as your business's financial command center. It’s a visual report that pulls together your most important revenue numbers—like key performance indicators (KPIs) and metrics—into one easy-to-read screen. Instead of digging through dense spreadsheets, you get clear charts and graphs that show you exactly how your business is performing over a specific period, whether that’s daily, weekly, or monthly. The main goal is to make complex financial data simple and actionable, so you can understand your performance at a glance and make smarter decisions without getting lost in the numbers.
A well-designed dashboard doesn't just show you what you've earned; it tells a story about your financial health. It helps you spot trends, identify growth opportunities, and catch potential issues before they become major problems. By consolidating data from different sources, it provides a single source of truth for your entire team. This alignment is crucial for developing effective strategies across departments, from sales and marketing to finance and operations. Ultimately, a revenue dashboard transforms raw data into clear insights that guide your business forward.
A truly effective dashboard isn’t just a random collection of charts. It’s a carefully curated display of the metrics that matter most to your business. You’ll want to include clear visuals like bar graphs, line charts, and tables to illustrate trends and make comparisons obvious. Be sure to feature essential metrics like Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), churn rate, and Customer Lifetime Value (LTV). It’s also helpful to include high-level summaries of your core financial statements—like your income statement and cash flow—to provide context for your revenue performance.
Having access to real-time data is a game-changer. When your dashboard updates automatically, you get a live view of your financial performance, not a snapshot from last week or last month. This immediacy allows you to make faster, more informed decisions. You can quickly identify what’s working, pivot your strategy when something isn’t, and capitalize on growth opportunities as they appear. Real-time visualization helps every department understand its impact on revenue, improving financial planning and accountability across the entire organization.
One of the biggest advantages of a revenue dashboard is automation. Manually pulling data from different systems is time-consuming and prone to errors. An automated dashboard does the heavy lifting for you, collecting and organizing information from all your tools without any manual effort. This frees up your team from tedious data entry so they can focus on what they do best: analyzing performance and developing strategies. With seamless integrations, your dashboard can become a reliable hub for all your financial data, ensuring everyone is working with the same accurate, up-to-date information.
A dashboard is only as good as the data it displays. Filling it with vanity metrics might look impressive, but it won’t give you the clarity you need to make smart decisions. The key is to focus on metrics that tell a complete story about your business's financial health, from top-line sales to bottom-line profitability and customer satisfaction. A great revenue dashboard consolidates these critical financial data points, giving you a real-time, at-a-glance view of your performance.
Think of your dashboard as having four core pillars: revenue performance, customer success, growth and profitability, and compliance. By tracking metrics across these categories, you get a balanced perspective that connects your daily operations to your long-term strategic goals. This approach helps you spot opportunities, fix problems before they escalate, and steer your company with confidence. Let’s break down the essential metrics for each of these areas.
This is the most straightforward part of your dashboard—the numbers that show how much money is coming in. Tracking revenue performance is about more than just watching a single number go up; it’s about understanding the momentum and health of your sales engine. Key metrics here include Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and Average Revenue Per User (ARPU). These figures help you see trends over time, forecast future income, and evaluate the impact of your pricing strategies. A clear view of these metrics turns raw sales data into actionable business insights that guide your next move.
Your revenue is directly tied to how happy your customers are. Revenue analytics helps you understand what your customers like, how they spend their money, and what keeps them coming back. To measure this, you should track metrics like Customer Lifetime Value (CLV), Customer Acquisition Cost (CAC), and churn rate. The ratio of CLV to CAC tells you if you're spending your marketing dollars wisely, while a low churn rate indicates a healthy, loyal customer base. These numbers reveal the story behind your sales and help you predict what your customers will want in the future, allowing you to build stronger, more profitable relationships.
High revenue is exciting, but it doesn't mean much if your business isn't profitable. This is where you track the metrics that show what you actually keep. Key indicators include Gross Profit Margin, Net Profit Margin, and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Tracking these numbers helps you understand how profitable you are, identify what's working, and refine your financial strategy. They provide a clear picture of your operational efficiency and ensure that as you scale your revenue, you’re also building a sustainable, financially sound business. This clarity is essential for making better forecasts and avoiding financial pitfalls.
In a data-driven world, maintaining data quality and compliance isn't just a chore—it's a competitive advantage. Your dashboard should give you confidence that your financials are accurate and audit-proof. This means tracking metrics related to revenue recognition (like those under ASC 606), deferred revenue, and data accuracy rates. Having these figures readily available ensures you can close your books quickly and correctly every month. With seamless integrations that pull from all your financial systems, you can systematically manage data quality and privacy, ensuring you’re always prepared for an audit and can make decisions based on data you trust.
A great revenue dashboard is more than just a collection of charts; it’s a command center for your business. But to be truly effective, it needs the right set of features. When you’re evaluating solutions or building your own, look for these core capabilities to ensure your dashboard provides the clarity and insight you need to grow.
Your revenue data lives in a lot of different places—your CRM, your payment processor, your accounting software. A powerful dashboard brings it all together. Instead of manually exporting spreadsheets and piecing together reports, look for a solution that offers seamless data integration. This creates a single source of truth, giving you a complete and accurate view of your financial health without the manual busywork. Modern analytics platforms can connect these disparate systems, making advanced analysis accessible to your team without needing a background in data science.
Not everyone on your team needs to see the same data. Your sales leader might focus on new monthly recurring revenue (MRR), while your CFO is tracking revenue recognition and cash flow. A one-size-fits-all dashboard quickly becomes cluttered and ineffective. The best dashboards allow for interactive engagement with data through customizable views and filters. This lets team members drill down into the metrics that matter most to their roles, making the information more relevant and actionable. Everyone gets the insights they need, without the noise.
Decisions based on outdated information can be costly. If your team has to manually refresh data, you’re always looking at the past instead of the present. Your dashboard should provide a real-time or near-real-time view of your revenue performance. A dedicated analytics platform can manage the entire process, from ingesting data to visualizing it, ensuring the numbers are always current. This automation means you can trust you’re making strategic choices based on the most up-to-date information available, giving you a competitive edge.
When you’re dealing with financial data, security isn’t optional. Your dashboard solution must protect sensitive information with robust security protocols, including role-based access controls that ensure people only see the data they’re authorized to view. Beyond security, the right platform helps you maintain compliance with accounting standards like ASC 606. A dashboard that’s built with compliance in mind simplifies audits and gives you peace of mind, knowing your revenue reporting is both secure and accurate.
Raw numbers in a spreadsheet can be hard to interpret. Powerful visual analytics transform complex data into clear, digestible charts and graphs that tell a story. A well-designed dashboard makes it easy to spot trends, identify outliers, and understand performance at a glance. This is crucial for keeping different teams and stakeholders informed and aligned. When everyone can easily see what’s happening with revenue, it fosters better communication and more cohesive strategy across the entire organization. You can find more insights on our blog about making data work for you.
Your dashboard shouldn’t just report on what has happened; it should help you achieve what’s next. Look for features that allow you to set specific revenue goals and track your progress against them in real time. Whether you’re monitoring quarterly targets or campaign-specific KPIs, this capability turns your dashboard into a motivational tool. It helps your team stay focused on key objectives and understand how their daily work contributes to the bigger picture. This transforms your dashboard from a passive reporting tool into an active driver of growth.
A great revenue analytics dashboard is more than just a collection of pretty charts. It’s a strategic tool that tells a story about your business's financial health and guides your next move. But without a solid plan, it can quickly become a confusing jumble of numbers that no one uses. Building an effective dashboard starts long before you drag and drop your first widget. It begins with a clear strategy.
Think of it like building a house. You wouldn't start ordering lumber and pouring concrete without a blueprint. Your dashboard strategy is your blueprint. It ensures that what you build is sturdy, functional, and actually meets the needs of the people who will live in it—in this case, your team. A well-defined strategy turns your dashboard from a passive reporting tool into an active driver of growth. It helps you focus on the metrics that truly matter, connect the right data sources, and design an experience that empowers your team to make smarter, faster decisions. Without a clear plan, many businesses find their analytics projects stall, leading to frustration and wasted resources. By following a structured approach, you can create a powerful central hub for your company's financial intelligence.
We'll walk through five key steps to create a dashboard strategy that works:
Now, let's get into each of these steps.
Before you look at a single data point, ask yourself: What questions do we need this dashboard to answer? One of the biggest hurdles businesses face is the lack of a clear analytics roadmap. Without one, you risk building a dashboard that’s full of information but low on insight. Start by listing the key decisions the dashboard should inform. Are you trying to understand customer lifetime value, track sales performance against targets, or monitor cash flow? Your objectives will be the guiding light for every other decision you make, from which metrics to track to how you visualize the data. Getting specific here ensures your final product is a focused, high-impact tool for your team.
Your revenue data is likely spread across multiple platforms—your CRM, accounting software, payment gateways, and maybe even spreadsheets. To get a complete picture, you need to bring it all together. Start by mapping out every system that holds a piece of your financial puzzle. A dedicated analytics platform can help you manage this process, from pulling in the data to preparing it for analysis. The key is to ensure your dashboard solution can connect seamlessly with all your essential tools. Having a central system that integrates your data sources not only saves time but also eliminates the manual errors that come with juggling multiple reports. This creates a single source of truth for your revenue metrics.
The right tool can make all the difference. You need a platform that’s powerful enough to handle your data but simple enough for your team to use without needing a degree in data science. Fortunately, many modern analytics systems are designed for business users, offering advanced capabilities in an accessible package. When evaluating options, look for a solution that automates data collection and reporting, offers customizable views, and can scale with your business. Don’t be afraid to schedule a demo to see how a tool works in practice. The goal is to find a platform that empowers your team to explore data and find answers on their own, turning everyone into a more data-informed decision-maker.
Your dashboard is only as reliable as the data feeding it. Inaccurate or inconsistent data leads to flawed insights and poor decisions. That’s why establishing a process for maintaining data quality is non-negotiable. Organizations that systematically address data quality gain a significant competitive advantage. This means regularly cleaning your data, standardizing formats, and automating data entry wherever possible to reduce human error. Think about setting up validation rules and performing periodic audits to catch inconsistencies before they skew your reports. Investing in clean financial data upfront ensures that you can trust the numbers on your dashboard and make strategic moves with confidence. It’s the foundation upon which all valuable analysis is built.
Finally, remember who you’re building this for. A dashboard packed with every metric imaginable might seem impressive, but if it’s too crowded, it can cause confusion and slow down decision-making. The best dashboards are designed with the end-user in mind. Think about what your CEO needs to see versus what your sales manager needs. Create different views or dashboards tailored to specific roles. Use clear labels, logical layouts, and visual cues to highlight the most important information. The goal is to make it easy for anyone to understand the story the data is telling in just a few seconds. A user-centric design is what separates a dashboard that gets used from one that just gathers dust.
Building a powerful revenue analytics dashboard is an exciting step, but let's be real—it’s not always a straight path from A to B. You’re likely to hit a few bumps along the way. Many businesses find themselves wrestling with messy data, struggling to get their team on board, or getting tangled up in a complicated technical setup. It’s completely normal.
The good news is that these challenges are well-known, and more importantly, they’re solvable. The key is to anticipate them and have a clear strategy in place before you start. Instead of letting these hurdles derail your progress, you can treat them as checkpoints on your roadmap to better insights. By tackling data integration, team adoption, and data quality head-on, you can build a dashboard that not only works but becomes an indispensable tool for your entire organization. Let’s walk through some of the most common obstacles and how you can handle them.
One of the first hurdles you'll likely face is getting all your data to play nicely together. Your revenue information probably lives in a bunch of different places—your CRM, your accounting software, your payment processor. Without a clear plan, trying to pull it all into one dashboard can feel like herding cats. This is often because there’s no structured analytics roadmap to guide the project.
The solution is to start with a strategy. Before you do anything else, map out all your data sources. Then, find a platform that offers seamless integrations with the tools you already use. Automation is your best friend here; it connects your disparate systems, eliminates error-prone manual work, and creates a single, reliable source of truth for your revenue data.
You can build the most beautiful, insightful dashboard in the world, but if your team doesn't use it, it’s not doing its job. People naturally stick to their familiar workflows, and asking them to adopt a new system can be met with resistance. The goal is to make the dashboard an essential part of their day, not just another login they have to remember.
To get your team on board, focus on the "what's in it for me?" factor. Show them exactly how the dashboard makes their specific roles easier and more effective. Provide clear, hands-on training and be available to answer questions as they come up. When your team sees the dashboard as a tool that helps them win, adoption will follow naturally.
Your dashboard is only as good as the data that fuels it. If you’re feeding it inaccurate, incomplete, or inconsistent information, the insights you get will be unreliable at best. This "garbage in, garbage out" scenario can lead to misguided decisions that hurt your business. That’s why it’s so important to systematically address data quality from the very beginning.
The best approach is to establish clear data governance rules and use a system that automates data cleansing and validation. An automated revenue recognition platform, for example, ensures that your financial data is consistently accurate and compliant. By making data quality a priority, you build a trustworthy foundation for all your analytics, giving you the confidence to act on what you see.
Revenue data is some of your company's most sensitive information, so protecting it is non-negotiable. You need to guard against unauthorized access and potential data breaches while ensuring you meet compliance standards like ASC 606. A security slip-up isn’t just a technical problem; it can damage your reputation and your bottom line.
Choose a dashboard solution with robust, built-in security features. Look for things like role-based access controls, which let you decide who sees what, ensuring team members only have access to the data they need for their job. A secure platform is crucial, but so is an educated team. Training your employees on security best practices creates a strong line of defense for your valuable financial data.
The thought of setting up a revenue analytics dashboard can be intimidating, especially if you don’t have a dedicated IT department. Many businesses worry about getting bogged down in a complex, time-consuming technical implementation. The focus should be on getting insights from your data, not on becoming a systems engineer just to get the dashboard running.
Look for a solution that prioritizes a user-friendly experience and offers self-serve analytics. This empowers your team to explore data and build reports without needing to write code or submit a ticket to a technical expert. The right tool should feel intuitive and accessible. If you’re curious about how simple it can be, scheduling a demo is a great way to see a platform in action and gauge its ease of use.
Picking the right dashboard solution feels like a huge decision, because it is. This tool will become the command center for your financial strategy, so it’s worth taking the time to find one that truly fits your business. It’s not just about finding the prettiest charts; it’s about finding a platform that integrates with your existing workflow, provides clear and accurate insights, and scales with you as you grow. Think of it as hiring a new team member—you want someone reliable, insightful, and easy to work with. Let’s walk through what to look for so you can make a choice with confidence.
A great revenue dashboard gives you a clear, visual summary of your most important financial metrics in real time. The best platforms strike a careful balance between providing deep, meaningful data and maintaining a simple, intuitive interface. If a dashboard is too cluttered or complex, you’ll spend more time trying to figure it out than using it to make decisions. Look for a solution that is easy to understand at a glance but still allows you to dig deeper when you need to. The goal is to get the answers you need quickly, without needing a data science degree to find them. A platform with strong data visualization capabilities will make complex information much easier to digest.
While many dashboards simply display data, HubiFi is a dedicated analytics platform that manages the entire revenue recognition process for you. We designed it to handle everything from pulling in raw data to preparing it for analysis and presenting it in clear, actionable visuals. Our platform gives you access to advanced analytics without the steep learning curve, helping you spot trends and make forecasts with greater accuracy. More importantly, HubiFi automates complex ASC 606 compliance, so you can close your books faster and pass audits without the usual stress. It’s the kind of data consultation that gives you a real strategic advantage.
Your dashboard is only as powerful as the data it can access. A standalone solution that doesn’t talk to your other tools will only create more work. Before committing to a platform, make sure it connects seamlessly with the software you already rely on, like your CRM, ERP, and accounting systems. The ability to pull data from sources like QuickBooks, Stripe, and Shopify is essential for getting a complete and accurate picture of your financial health. HubiFi offers a wide range of integrations to ensure all your financial data is consolidated in one place, giving you a single source of truth for your revenue analytics.
When evaluating cost, look beyond the monthly subscription fee. The total cost of ownership includes implementation, training, and ongoing maintenance. A cheaper tool might seem appealing upfront, but it could lead to hidden costs if it requires extensive setup or your team struggles to adopt it. Investing in a platform that’s intuitive and well-supported ensures your team will actually use it effectively. Good training and a smooth onboarding process are critical for getting the most value from your new software. At HubiFi, our pricing is transparent, and we focus on providing a solution that delivers a clear return on investment by saving your team time and preventing costly errors.
A powerful dashboard is more than just a collection of charts; it’s a story about your business. But if that story is hard to read, the message gets lost. The design of your dashboard directly impacts how useful it is. By following a few key design principles, you can create a revenue analytics dashboard that people actually want to use—one that clarifies complexity and helps your team make smarter, faster decisions. It’s all about presenting the right information, in the right way, at the right time.
When it comes to dashboard design, less is often more. A cluttered screen with too much information can be overwhelming and counterproductive. The goal is to guide the user’s eye to the most important metrics, not bombard them with every data point you have. Think of white space as a powerful tool. As design experts often advise, you shouldn't clutter the dashboard—leave some empty space. This helps reduce cognitive load and allows key insights to stand out. Prioritize your most critical KPIs at the top and arrange other elements in a logical, grid-based layout. A clean design ensures your team can find what they need without getting lost in the noise.
The right visual can turn a confusing spreadsheet into a clear, actionable insight. Effective data visualization is about choosing the best format to tell your data’s story. For example, use line charts to show trends over time, bar charts for comparing categories, and pie charts for illustrating parts of a whole. Revenue dashboards can help you keep different teams and stakeholders across the entire business well-informed, and the right visuals make that possible. Before you choose a chart type, ask yourself: What question am I trying to answer with this data? The answer will guide you to the most effective visualization, making your dashboard a central source of truth for everyone.
A great dashboard should feel intuitive. Your team shouldn't need a manual to figure out how to find the information they need. A well-optimized user interface (UI) allows users to interact with the data effortlessly. This means clear labels, logical navigation, and interactive elements like tooltips that provide more context without cluttering the screen. By leveraging a sales dashboard, sales teams can monitor their performance against targets and identify top-performing products. A smooth user experience encourages adoption and ensures the dashboard becomes an indispensable part of your team’s daily workflow, not just another tool they forget to use.
Decisions aren’t always made while sitting at a desk. Your team needs access to critical revenue data whether they’re in a meeting, on the road, or working from home. A responsive design that adapts to different screen sizes is essential. A common challenge that most organizations face is balancing the richness of data with the need for simplicity on a smaller display. This means prioritizing the most crucial KPIs for the mobile view and ensuring that interactive elements are easy to tap. When your business dashboards are accessible from any device, you empower your team to stay informed and act on insights no matter where they are.
Not everyone on your team needs to see the same data in the same way. Your CEO might want a high-level summary of overall revenue health, while a marketing manager needs to drill down into campaign performance. Providing customization options is key to making your dashboard relevant for every user. Dashboards can be customized to fit the specific needs of the business, allowing users to filter data by time, location, or product to get specific insights. When users can create their own views or save personalized filters, they feel a sense of ownership over the tool. This flexibility transforms a generic report into a personal workspace for driving growth.
Once your revenue analytics dashboard is up and running, it becomes more than just a collection of charts; it’s your command center for strategic growth. A well-designed dashboard gives you the clarity to stop guessing and start making informed decisions that push your business forward. It transforms raw data into a clear story about your financial health, operational efficiency, and customer behavior. By using your dashboard to its full potential, you can align your teams, spot opportunities before your competitors do, and build a predictable path to revenue growth. Let’s look at how you can use your dashboard to make a real impact.
A revenue dashboard gives you a clear picture of all the money your business is making and where it’s coming from. It helps you see if your revenue is growing or shrinking, check if you're hitting your financial goals, and see if your strategies are actually working. Instead of relying on gut feelings or outdated spreadsheets, you can use historical data and current trends to create much more accurate financial projections. This clarity allows you to allocate resources effectively, manage cash flow with precision, and set realistic targets that your entire team can rally behind. When you can forecast with confidence, you’re better prepared for whatever comes next.
In business, timing is everything. Revenue dashboards provide clear, real-time views of your financial performance, helping you make better decisions, identify growth opportunities, and improve financial planning across all departments. You no longer have to wait for month-end reports to find out what’s happening. With live data, you can spot a dip in sales and address it immediately or see a spike in demand for a specific product and double down on your marketing efforts. This ability to react quickly gives you a significant competitive advantage. It means you can solve problems before they escalate and capitalize on opportunities the moment they appear, keeping your business agile and responsive.
Dashboards are fantastic tools for breaking down departmental silos and getting everyone on the same page. They share financial information easily across different teams, creating a single source of truth for performance metrics. Your marketing team can see exactly how their campaigns are impacting revenue, sales can focus on the most profitable customer segments, and finance can ensure everyone is working toward the same financial goals. When every department understands how their work contributes to the bottom line, you foster a culture of accountability and shared ownership. This alignment is critical for building a cohesive strategy where all parts of the company are working together to drive growth.
Your dashboard is the foundation for making smarter, data-backed strategic decisions. Tracking key metrics helps you understand profitability, identify what's working, refine your revenue strategies, and avoid potential financial pitfalls. For example, you might discover that a certain customer segment has a much higher lifetime value, prompting you to shift your marketing budget. Or you could see that a particular service is becoming less profitable, signaling that it’s time to adjust your pricing. These insights allow you to move from a reactive stance to a proactive one, shaping your business strategy based on hard evidence rather than assumptions.
Ultimately, revenue analytics is about using data to make smart choices that help your business earn more money. Your dashboard brings all that crucial information together—from customer acquisition costs to product performance—so you can see the big picture. It helps you answer critical questions like, "Where should we invest next?" or "Which markets offer the most potential?" By analyzing trends and patterns in your data, you can confidently plan your next product launch, market expansion, or operational improvement. This data-driven approach to planning minimizes risk and increases the likelihood of success, ensuring your business is always moving in the right direction. Ready to see how it works? You can schedule a demo to explore the possibilities.
I have a CRM and accounting software. Isn't that enough? Why do I need a separate dashboard? That's a great question. While your CRM and accounting software are essential for tracking individual activities, they often show you separate pieces of the puzzle. A revenue dashboard connects those pieces to tell you the complete financial story. It brings all your data together in one place so you can see how a marketing campaign from your CRM directly impacts sales in your accounting system, giving you a single, reliable view of your business's health.
My data is spread out and messy. Do I need to fix it all before I can build a dashboard? Not at all—in fact, thinking you need perfect data first is a common reason people delay getting started. A good dashboard solution is designed to help with this exact problem. The right platform will integrate your different systems and help automate the process of cleaning and organizing your data, turning that messy information into a trustworthy foundation for your insights.
How do I make sure my team actually uses the dashboard we create? The key to adoption is making the dashboard genuinely useful for each person's role. Instead of building a one-size-fits-all tool, involve your team in the process. Ask them what questions they need answered to do their jobs better, and then design views that give them those answers at a glance. When the dashboard saves them time and helps them succeed, it will naturally become part of their daily routine.
What's the difference between a dashboard and a report? Think of a report as a photograph—it’s a static snapshot of what happened over a specific period, like last month's sales. A dashboard, on the other hand, is more like a live video feed. It’s dynamic, interactive, and updates in real-time, allowing you to explore the data, filter views, and see what’s happening at this very moment so you can make faster decisions.
How long does it typically take to get a revenue dashboard up and running? The timeline can vary quite a bit depending on the complexity of your data and the tools you choose. If you're trying to build something from scratch with manual processes, it could take months. However, using a dedicated platform with pre-built integrations can shorten that timeline significantly, often to just a few weeks, because it handles the heavy lifting of connecting and organizing your data for you.
Former Root, EVP of Finance/Data at multiple FinTech startups
Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.