DMW Advisory

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Track the Metrics That Actually Matter

Pre-built KPI dashboard designed for SaaS, e-commerce, and services businesses. Track revenue growth, burn rate, CAC/LTV, gross margin, and runway with formulas that update automatically as you enter your data.

  • 15+ pre-built KPI formulas across key metrics
  • Industry-specific views for SaaS, e-com, and services
  • Monthly and quarterly trend tracking
  • Visual charts and conditional formatting
  • Board-ready formatting with executive summary view

KPI Dashboard

Template

Revenue Growth

Burn Rate & Runway

CAC/LTV Ratios

Gross Margin


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Built by Mike Wang, CFA | MBA, USC Marshall | Former Wells Fargo Securities & Morgan Stanley

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