Customer story
A SaaS team builds a clearer view of runway
How Northpeak Software moved runway planning from a fragile spreadsheet into a shared, reviewable view.
Company
Northpeak Software
Industry
SaaS
Use case
Cash flow forecasting
Result
Runway reviewed monthly from one shared view
01
The Challenge
Runway estimates lived in a founder’s spreadsheet and changed every time someone updated it.
02
The Solution
One shared dashboard with recurring revenue, spend, and a reviewed forecast.
03
The Approach
The team connected supported accounting data, imported its existing revenue spreadsheet, and built a dashboard covering recurring revenue, spend, and cash position. Forecast assumptions were documented next to the projection so they could be reviewed together each month.
04
The Outcome
Northpeak now reviews runway in a single monthly session using one shared dashboard. Forecast assumptions sit beside the projection, so changes are discussed instead of debated.
