I'mBoardDocs
Board OntologySales

Sales KPIs

ARR, bookings, pipeline, deals, forecast. 48 KPIs in this domain — 10 anchored to third-party standards, 38 editorial.

ARR, bookings, pipeline, deals, forecast

Industry-backed KPIs (10)

KPIRogue IDTypeSource
ARRsales.arrCurrencySaaS Metrics Standards Board
Average Contract Valuesales.avg_contract_valueCurrencyKBCM/Sapphire SaaS Survey 2024 (15th Annual)
Blended CAC Ratiosales.blended_cac_ratioNumberSaaS Metrics Standards Board
Customer Acquisition Costsales.cacCurrencySaaS Metrics Standards Board
CAC Payback Periodsales.cac_payback_periodNumberSaaS Metrics Standards Board
CARRsales.carrCurrencySaaS Metrics Standards Board
Expansion CAC Ratiosales.expansion_cac_ratioNumberSaaS Metrics Standards Board
Gross Marginsales.gross_marginPercentageKBCM/Sapphire SaaS Survey 2024 (15th Annual)
Growth Rate (YoY)sales.growth_rate_yoyPercentageKBCM/Sapphire SaaS Survey 2024 (15th Annual)
New CAC Ratiosales.new_cac_ratioNumberSaaS Metrics Standards Board

Editorial KPIs (38)

I'mBoard-authored definitions (editorial tier) for KPIs without a public third-party standard — see methodology for what editorial-tier means and epic #1415 for the back-attribution workstream.

KPIRogue IDType
Average Deal Sizesales.average_deal_sizeCurrency
Average Sales Cycle (Days)sales.avg_sales_cycle_daysNumber
Sales Base Currencysales.base_currencyText
Bookings Backlogsales.bookings_backlogCurrency
Bookings Backlog Changessales.bookings_backlog_changesText
Bookings Backlog Totalsales.bookings_backlog_totalCurrency
Churned ARRsales.churn_arrCurrency
Deals Lostsales.closed_lost_countNumber
Deals Lost Valuesales.closed_lost_valueCurrency
Deals Wonsales.closed_won_countNumber
Deals Won Valuesales.closed_won_valueCurrency
Competitive Alertssales.competitive_alertsText
Deals Summary (Won / Lost)sales.deals_summaryText
Downgrade ARRsales.downgradesCurrency
Expansion ARRsales.expansionCurrency
Sales Focus Areassales.focus_areasText
Sales Key Concernssales.key_concernsText
Median Deal Sizesales.median_deal_sizeCurrency
New Business ARRsales.new_businessCurrency
New Customers Addedsales.new_customers_addedNumber
New Opportunities Addedsales.new_opps_added_valueCurrency
Opening Pipeline Valuesales.opening_pipeline_valueCurrency
Pipeline Assumptionssales.pipeline_assumptionsText
Pipeline Context Notessales.pipeline_context_notesText
Pipeline Deal Countsales.pipeline_deal_countNumber
Pipeline Flowsales.pipeline_flowText
Pipeline Key Dealssales.pipeline_key_dealsText
Pipeline Quarterly Forecastssales.pipeline_quarterly_forecastsText
Pipeline Risk Factorssales.pipeline_risk_factorsText
Sales Cycle Quarter-to-Quartersales.pipeline_sales_cycleText
Pipeline Stage Metricssales.pipeline_stage_metricsText
Pipeline Valuesales.pipeline_valueCurrency
Quarterly Forecastsales.quarterly_forecastCurrency
Starting ARRsales.starting_arrCurrency
Sales Strategic Contextsales.strategic_contextText
Recognized Revenuesales.total_revenueCurrency
Weighted Pipeline Forecastsales.weighted_forecastCurrency
Win Ratesales.win_ratePercentage

Machine-readable

Working Capital Adjustments

Itemized list of working-capital adjustments with explicit sign-prefix driving the additive-vs-subtractive multiplier — e.g. "+ AR collected: $250k", "− Prepaid infra: $80k", "+ Deferred revenue: $600k". The line-item basis for `finance.net_working_capital_adjustment` and its child KPIs (current_asset_adjustments, current_liability_adjustments). The signed-prefix UI convention prevents the most common working-capital reporting bug — sign-flips that double-count or invert the cash effect. Common pitfall: lumping unrelated items into a single "other working capital" line loses the diagnostic value; break out the top 3–5 components. — Finance KPI, I'mBoard-authored (editorial tier).

ARR

Annual Recurring Revenue — the value of all recurring subscription revenue normalized to a one-year run-rate as of the period close. The headline operating metric for a subscription business; every growth and efficiency ratio (NRR, GRR, magic number, CAC payback, Rule of 40) is calibrated against it. Excludes one-time fees, professional services, and non-contractual usage. Common pitfall: confusing ARR (contracted recurring) with revenue (recognized) or with CARR (contracted incl. not-yet-live) — the SMSB standard draws sharp lines between them, and boards expect the same discipline. The KpiVarianceTable widget surfaces forecast / actual / variance / status / future-forecast columns against the same field. — Sales KPI anchored to SaaS Metrics Standards Board.

On this page