Private Client Portal

Banner

Banner SaaS Metrics Portal

Client-scoped access to the complete metric suite: overview, CFO Diagnostics, P&L, growth, retention, margins, efficiency, org efficiency, MRR analysis, Revenue Intelligence, metric library, downloads, and methodology.

Generated 2026-10-06 from approved local outputs - MRR through Sep 2026 | Financials through Aug 2026
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Metrics Overview

High-level ARR, retention, margin, efficiency, and Rev Intel readout.

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Monthly Close

Monthly Summary

Executive-ready monthly metrics narrative with the core close-period signals.

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Operating View

Operating Dashboard

Revenue, expense, margin, and productivity trends in one compact dashboard.

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Watch List

CFO Diagnostics

Risk signals, strengths, suggested actions, and CSV download.

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Customer Signals

Revenue Intelligence

Dormant ARR, durability score, segmentation signal, and expansion opportunities.

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Definitions

Metric Library

Client-facing definitions, calculation summaries, and source areas.

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Financial Statements

Income Statement

Monthly revenue, cost of goods sold, operating expenses, and net income.

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Planning

Budget & Forecast

Actual results through the latest close, followed by the monthly static budget for future periods.

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Financial Statements

Balance Sheet

Monthly assets, liabilities, equity, and balance checks.

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Financial Statements

Cash Flow Statement

Indirect cash flow with beginning cash, ending cash, and reconciliation checks.

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All Sections

Reports

The complete report menu for the Banner portal suite.

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Workbooks

Downloads

Live Google Sheet links for the curated portal workbook and Banner source workbook.

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