Unified Startup Enablement & Growth Platform

Your Configurable Analytics Command Centre

Advanced Analytics Dashboard is a fully configurable metric intelligence layer on top of your Corpfy data. Unlike the KPI Dashboard — which shows a standard set of executive metrics — Advanced Analytics lets you build custom widget layouts, track any combination of metrics, set automated alerts, and generate comparative reports tailored to your startup's specific stage and priorities.

Every founder tracks different signals. A pre-revenue startup cares about DAU retention and burn. A Series A company cares about CAC payback and NRR. Advanced Analytics lets you configure the exact dashboard your stage demands — without being locked into a fixed template.

Configurable widget canvas: choose metric type, chart style, and layout for each widget
Four widget types: Number, Gauge, Line Chart, and Bar Chart — covering all core analytics formats
Automated alert system: set thresholds on any metric and receive instant notifications when breached
Comparative analysis: period-over-period comparisons across any metric combination
Report generation: export custom metric reports for board meetings and investor updates

The Four Widget Types

Key Metrics You Can Track

Metric	Category	What It Measures	Alert Threshold (Typical)
MRR / ARR	Revenue	Monthly and annual recurring revenue — your primary revenue health signal	Alert if MoM growth drops below 5% for 2 consecutive months
Burn Rate	Finance	Monthly cash consumption — how fast you spend capital	Alert if burn increases more than 15% month-over-month
Runway	Finance	Months of cash remaining at current burn rate	Alert at 18 months (plan raise), urgent at 12 months
CAC	Growth	Customer Acquisition Cost — total sales and marketing spend ÷ new customers acquired	Alert if CAC increases more than 20% quarter-over-quarter
LTV	Growth	Customer Lifetime Value — average revenue per customer over their entire relationship	Alert if LTV:CAC ratio drops below 3:1
Churn Rate	Retention	% of customers or revenue lost in a period — the inverse of retention	Alert if monthly logo churn exceeds 2% or revenue churn exceeds 1%
NPS	Retention	Net Promoter Score — % Promoters minus % Detractors from customer surveys	Alert if NPS drops below 30 (strong PMF requires 40+)
Gross Margin	Finance	(Revenue – COGS) ÷ Revenue — shows how much revenue remains after direct costs	Alert if gross margin falls below 60% (SaaS) or 40% (marketplace)
DAU / MAU	Product	Daily and Monthly Active Users — engagement depth and product stickiness	Alert if DAU/MAU ratio drops below 20% for consumer, 40% for B2B SaaS
Active Users	Product	Users who performed a core action in the period — your engagement baseline	Set custom target based on stage; alert on 10% week-over-week decline

Alert System — Never Miss a Critical Signal

How Alerts Work

Set threshold conditions on any tracked metric. When a condition is breached — in either direction — an alert fires immediately. Alerts appear in the Founder's Cockpit alerts panel, in-app notifications, and optionally via email.

Threshold alerts: "Alert me when burn rate exceeds ₹50L/month"
Trend alerts: "Alert me when MRR growth falls below 5% for 2 consecutive months"
Comparison alerts: "Alert me when CAC this month is 20% higher than last month"
Target alerts: "Alert me when NPS drops below 40 or rises above 60"

Alert Priority Levels

Critical (Red): Requires immediate action — runway below 6 months, churn above 5% monthly, CAC exceeding LTV
Warning (Amber): Needs attention within the week — runway below 12 months, NPS below 30, burn up 20% MoM
Info (Blue): Notable change worth tracking — new milestone reached, metric trending positive

                Pre-built Alert Packages by Stage
                Seed Stage Pack: Runway (12mo warning, 6mo critical), Burn Rate (>15% MoM), MRR Growth (<10% MoM for 2 months)
Series A Pack: CAC Payback (>18 months), LTV:CAC (<3:1), Net Revenue Retention (<100%), Gross Margin (<65%)
Growth Pack: DAU/MAU (<20%), Churn (logo >2%, revenue >1%), NPS (<40), Feature Adoption (<30% D30)

            

Report Generation — Board and Investor Ready

What Reports Cover

The report module generates structured metric summaries from your configured dashboard. Reports include:

Executive Summary: All Number/KPI tile metrics with period-over-period deltas in a single-page summary
Trend Analysis: Line chart data exported as tables showing week-over-week or month-over-month values for each tracked metric
Alert History: All alerts fired in the period with dates, thresholds breached, and resolution status
Comparative Period: This quarter vs. last quarter, or this year vs. last year, across all configured metrics

How to Use Reports in Board Meetings

Generate the monthly report on the 1st of each month before the board update email goes out
Export to CSV for embedding in your investor update template
Use the Alert History section to proactively explain any metrics that triggered warnings in the period — boards appreciate transparency over surprises
The Comparative Period report shows your trend line, not just a snapshot — this is what sophisticated investors use to evaluate momentum

Frequently Asked Questions

How is Advanced Analytics different from the KPI Dashboard? +

KPI Dashboard shows a fixed set of executive metrics (MRR, ARR, CAC, LTV, NPS, headcount) in a standard layout — it's your daily health summary. Advanced Analytics is fully configurable: you choose which metrics to show, what chart type to use for each, how to arrange them, and what alert thresholds to set. Use KPI Dashboard for your daily 5-minute check. Use Advanced Analytics to build the specific metric view your board, investors, or functional team leaders need.

Can I create multiple dashboard configurations for different audiences? +

Yes. You can save multiple widget configurations — for example, a "Finance View" showing burn rate, runway, MRR, and gross margin; a "Product View" showing DAU, retention, NPS, and feature adoption; and an "Investor View" showing MRR growth, CAC, LTV, and fundraising progress. Each view is saved as a named configuration and can be switched between in seconds. Share specific views with investors via read-only access from the Investor Relations module.

Which metrics can I track and what data sources feed them? +

Advanced Analytics pulls from all connected Corpfy integrations: MRR/ARR/Burn from your accounting tool (Zoho Books, Tally, QuickBooks); CAC/Pipeline from your CRM (HubSpot, Corpfy CRM Pipeline); DAU/Product metrics from Mixpanel, Amplitude, or Corpfy Product Analytics; NPS from customer survey tools; Headcount from HR & Payroll. Manual entry is also supported for metrics not covered by integrations. Any metric visible in any Corpfy module can be surfaced as a widget in Advanced Analytics.

How do I set up an alert that fires when my runway drops below 12 months? +

Go to the Alerts tab in Advanced Analytics. Click "New Alert". Select "Runway" as the metric. Set the condition to "less than" and the threshold to "12". Set priority to "Warning". Save. From that point, whenever your calculated runway (cash balance ÷ average monthly burn) drops below 12 months, an alert fires in your Founder's Cockpit alerts panel and via email. You can add a second Critical alert at 6 months. Both alerts auto-resolve when runway recovers above the threshold.

What format are reports exported in? +

Reports are exported as CSV (for embedding in Google Sheets or Excel) and PDF (for investor email attachments and board packs). The PDF version includes chart images alongside the data table. The CSV version exports raw metric data in rows, making it easy to build your own pivot tables or charts in your preferred tool. All exports include the reporting period, metric definitions, and data source labels.

Key Takeaways for Advanced Analytics Dashboard

Configure your dashboard to match your stage, not a generic template:

A pre-revenue startup and a Series A company need fundamenCorpfy Financial Planning different dashboards. Pre-revenue: focus on retention cohorts, DAU/MAU, burn rate, and runway. Post-revenue: focus on MRR growth, CAC payback, NRR, and gross margin. Advanced Analytics lets you build the exact view your stage demands rather than forcing you to interpret metrics that don't yet apply to your business. Start with 6–8 core widgets, resist the temptation to track everything, and add metrics only when you have a decision to make from them.

Alerts are more valuable than dashboards — configure them before you need them:

A dashboard you check weekly tells you what happened. An alert tells you the moment something happens that requires action. The most dangerous metric failures — runway below 6 months, NRR dropping below 100%, CAC exceeding LTV — often go unnoticed for weeks when they're buried in a dashboard founders check irregularly. Set your 5 critical alerts on day one (runway at 18 months and 12 months, burn rate increase, CAC rise, churn spike) and let the system surface problems the moment they emerge rather than discovering them in a monthly review.

The LTV:CAC ratio below 3:1 is the most common Series A red flag — track it weekly:

Institutional investors evaluate LTV:CAC as a primary signal of business model health. Below 3:1 means you spend ₹1 to acquire a customer who returns less than ₹3 over their lifetime — the economics do not support scaling. Above 5:1 means you may be underspending on growth. The 3:1–5:1 range is the growth sweet spot for most SaaS and subscription businesses. Track this as a Number widget with a Warning alert at 3.0 and a Critical alert at 2.0. Investors will ask for this ratio in every funding conversation — knowing it in real time keeps you prepared.

Comparative period analysis reveals momentum — absolute numbers do not:

A single metric snapshot is nearly meaningless without context. ₹1 crore MRR means nothing unless you know it was ₹60 lakh three months ago (strong acceleration) or ₹1.2 crore three months ago (deceleration). The Advanced Analytics comparative period feature always shows current vs. prior period delta, percentage change, and 3-month trend direction for every configured widget. This is what transforms a dashboard from a reporting tool into a decision-making instrument — it tells you not just where you are, but whether your trajectory is improving.

Inside Corpfy Advanced Analytics

Corpfy Advanced Analytics is a cross-module intelligence hub — it pulls KPIs, trends, and signals from every dashboard your company uses into a single reporting view. Instead of switching between the CRM Pipeline, Employee Analytics, and Financial Planning dashboards separately, you see the connections between them in one place.

What you get in the dashboard

Feature	What it does	Founder benefit
Cross-Module KPI Aggregation	Pulls metrics from CRM, Finance, HR, Product, and Customer modules into a unified view	Spot cross-functional patterns — e.g. when hiring slows, does pipeline also slow 90 days later?
Trend Visualisation	Charts KPI trajectories over time with period-over-period comparison	Board-ready trend charts in seconds — no manual chart building in Google Sheets
Custom Metric Cards	Pin any metric from any module to a personalised analytics dashboard	Every founder sees their highest-priority numbers first — not someone else's default layout
Custom Reporting Views	Saves filtered, grouped metric views for recurring board or investor reporting needs	Monthly investor update prep time drops from hours to minutes once your view is configured
Anomaly Highlighting	Flags metrics that deviate significantly from recent trend — automatic outlier detection	Catch problems the week they start, not the month they compound into a real issue