Occupation. Executive & Owner
Your whole business, one question at a time
Revenue, margin, cash runway, pipeline, and headcount. each in a different system, none talking to each other. RapidDashboard gives you the cross-functional view your CFO and COO can't build fast enough.
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Try the demo: one prompt → full dashboard
Click a prompt. Charts and KPIs update for that scenario (sample data).
Generated from
"Give me a company-wide KPI summary: revenue MTD, gross margin, and operating expenses vs budget."
- Gross margin slipped 2 pts. cost of goods trending above forecast in two product lines.
- Revenue pacing to beat plan by $180K if current velocity holds through month-end.
AI-generated report (sample)
Revenue is 8% ahead of plan at $2.4M MTD, but gross margin compression of 2 points offsets the top-line win. OpEx is running at 97% of budget. within tolerance. Immediate action: investigate COGS variance in product lines 2 and 3 before month-end close.
Generated from
"What is our current cash runway and projected balance at 90 days based on current burn?"
- Burn rate up 12% vs Q1 average. payroll and vendor costs driving the increase.
- $340K in AR receivable within 30 days. improves runway to 7.7 months if collected on time.
AI-generated report (sample)
At current burn of $187K/month, cash covers ~6 months. Collecting open AR on schedule extends that to 7.7 months. Recommend reviewing the two largest vendor contracts driving the Q2 burn increase before next board meeting.
Generated from
"Show me pipeline coverage for this quarter. how many times does it cover my revenue target?"
- Pipeline coverage at 2.7× looks healthy . But 41% of pipeline value is in late-stage deals past expected close date.
- Three deals totaling $1.1M are stalled 30+ days without activity. risk of slipping to Q3.
AI-generated report (sample)
Pipeline coverage is 2.7× at $8.7M against a $3.2M Q2 target. However, 41% of pipeline is past expected close, and three deals totaling $1.1M have no recent activity. Recommend exec outreach on the top two stalled accounts before end of week.
Generated from
"How does our current headcount compare to the approved plan by department?"
- Engineering is 4 FTEs over approved headcount. three contractor conversions not yet reflected in budget.
- Sales is 2 FTEs under plan. two open AE roles open 60+ days.
AI-generated report (sample)
Total headcount is 84 vs an approved plan of 78, driving $420K in unbudgeted annualized payroll. Engineering overage is the primary driver. Recommend a headcount reconciliation with Finance and HR before approving any new reqs this quarter.
How we connect your systems
Executives need a cross-functional view . more logins. We pull from the systems of record each department already uses.
| System | What we pull | Connection path |
|---|---|---|
| ERP / GL (NetSuite, QuickBooks) | P&L, cash position, budget vs actuals, COGS | Official REST APIs. scheduled, audited sync into your private environment. |
| CRM (Salesforce, HubSpot) | Pipeline, deal stage, win rate, rep activity, forecast | Vendor-supported APIs. mapped to your revenue KPI model. |
| HRIS (BambooHR, Gusto, Rippling) | Headcount, department roster, compensation, open reqs | HRIS API exports. synced to your approved data store, not stored in a shared cloud. |
What you can build
Company scorecard
- Revenue, margin & EBITDA live
- Budget vs actuals by dept
- Cash runway forecasts
Revenue & pipeline
- Pipeline coverage ratio
- Win rate by segment
- Deals at risk by stage
People & cost
- Headcount vs approved plan
- Payroll cost by department
- Open req aging
Board-ready reports
- Monthly narrative summary
- Quarterly board prep deck
- Risk & exception flags
Your data stays in your boundary
Executive dashboards touch your most sensitive numbers. compensation, margin, cash. RapidDashboard keeps everything in a private data store you control, with role-based access so each department only sees what they should. Optional enterprise AI configurations that don't train on your content.