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HOME / REPORTS / CHARTMOGUL FOR INVESTORS

CHARTMOGUL FOR INVESTORS

ChartMogul metrics for startups, VCs and angel investors

Template for generated report: Chartmogul for investors and startups with octoboard
This template is used by startups and investors to communicate key financial figures. Startups can create reports and send PDFs to investors on a regular basis, while investors can use Octoboard's ChartMogul integration to directly check the status and performance of companies.

For VCs, it's very important to protect their investments and monitor the health of companies without overloading them with unnecessary reporting work. Instead of calling more frequent meetings, angel investors and VCs ask startups to log into Octoboard and add ChartMogul, Stripe, Xero and other connections. As soon as these connections are created, investors can use Octoboard to check financial, marketing and sales metrics whenever they need them, without inconveniencing startups CEOs and CFOs.

Octoboard works with thousands of businesses to provide online dashboards and accurate, timely reporting for investors. Our ChartMogul integration offers another great way to track revenue and performance data — all in one place.
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Last reviewed:
30-Sep-19
Default range:
90 days
Updates:
Hourly for premium plans

"CHARTMOGUL FOR INVESTORS" METRICS

ARR

Annual Run Rate (ARR) at the end of period
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MRR

Monthly Recurring Revenue at the end of the period
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ARPA

Average Revenue Per Account (ARPA) at the end of the period
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ACTIVE CUSTOMERS

The number of Active Customers in your account at the end of the period
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Customers who use "ChartMogul for Investors" also installed these reports

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OCTOBOARD dashboards, templates and reports gallery: Stripe business finance metrics dashboard

STRIPE REVENUE METRICS

Revenue, plan rankings, fees and upgrades
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OCTOBOARD dashboards, templates and reports gallery: Salesforce key metrics for startup dashboard

KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals leads analytics

SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce sales performance

SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals sellers raking

DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
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OCTOBOARD dashboards, templates and reports gallery: Chartmogul for investors and startups with octoboard

CHARTMOGUL FOR INVESTORS

ChartMogul metrics for startups, VCs and angel investors
USE THIS TEMPLATE
Click for details...
OCTOBOARD dashboards, templates and reports gallery: Chartmogul startup metrics for investors and vcs

CHARTMOGUL STARTUPS METRICS (REPORT)

ChartMogul SaaS revenue metrics for startups and investors
USE THIS TEMPLATE
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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
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