Metrics
Metrics aren’t just numbers—they’re the pulse of the business. At Capital Crest Consulting, we help founders, CXOs, and investors decode business performance through carefully selected, clearly defined, and visually accessible metrics.
We build custom dashboards, early warning systems, and performance scorecards across functional areas—designed to inform decisions, reveal risks, and align teams. Our models are Excel-native and scalable to business intelligence tools.
Who It's For
- Startups, scaleups, and growth-stage companies needing performance visibility
- Investors looking for portfolio monitoring consistency
- Founders aiming to build a metrics-first culture
- CFOs and COOs seeking automated reporting frameworks
- Boards requiring clear, comparable dashboards
Key Offerings
- Revenue (MRR/ARR, YoY/MoM Growth)
- Gross Margin %, EBITDA, Net Profit Margin
- Burn Rate, Runway, Cash Flow
- Cost Structure Analysis (Fixed vs Variable)
- CAC, LTV, CAC Payback Period
- Contribution Margin, Breakeven Analysis
- Cash Conversion Cycle
- New Customers / Active Customers / Lost Customers
- Churn Rate (Voluntary vs Involuntary)
- Customer Retention Rate
- Net Revenue Retention (NRR)
- Customer Lifetime Value (LTV)
- ARPU (Average Revenue per User)
- NPS (Net Promoter Score)
- Order Fulfillment Time / Lead Time
- Support Ticket Resolution Time
- Inventory Turnover (for product businesses)
- Utilization Rate (for service businesses)
- Downtime / Error Rate (for tech-driven firms)
- Employee Productivity per Output Unit
- Lead Generation Volume
- Lead to SQL % / SQL to Demo % / Demo to Win %
- Average Deal Size
- Sales Velocity
- Sales Cycle Length
- Sales Rep Productivity
- Win-Loss Ratio
- Daily/Monthly Active Users (DAU/MAU)
- Activation Rate
- Feature Usage Depth
- Session Time / Bounce Rate
- Retention Cohorts
- Bug-to-Fix Ratio
- Downtime %
- OKR Completion %
- Strategic Initiative Progress Score
- Board Action Closure Rate
- Compliance / Legal Checklist Completion
- Team Satisfaction Index
- Founder Focus Time % (Time spent on strategic vs operational tasks)
Our Approach
- Metric Mapping Workshop
Align on goals, stages, and what really needs to be measured. - Framework Customization
Tailor templates and dashboards to suit sector, maturity, and context. - Implementation & Handoff
Provide ready-to-use Excel dashboards + SOPs for internal reporting. - Optional: BI Integration Support
Help port Excel logic to Power BI / Tableau when needed
Outcome-Driven Deliverables
- Metrics Strategy Blueprint (PDF)
- Department-wise Metric Dashboard (Excel)
- Early Warning Signal Tracker
- Founder KPI Snapshot View
- Investor Reporting Pack Template
- Metric Definition & Glossary Sheet
Why Capital Crest for Metrics
✅ End-to-end: from metric selection to dashboard delivery
✅ Custom-fit, Excel-native tools that scale with growth
✅ Cross-functional coverage: financial, operational, strategic
✅ Outcome-linked dashboards, not just data dumps
Standardized Templates
📋 Metric Mapping Questionnaire
📈 Financial Metrics Dashboard
📊 Customer Metrics Tracker
🧮 Sales Funnel Dashboard
🧪 Product Engagement Tracker
🧭 Strategic KPI Snapshot (Board View)
Excel-Based Tools
- Functional Dashboards by Metric Category
- Customizable KPI Scorecard
- Early Warning Trigger Sheet
- Founder KPI Daily Tracker
- Investor Reporting Summary Sheet