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Financial Data

PILLAR’s Board Report and Command Center display financial metrics alongside CRM-synced revenue data. Financial data (EBITDA, burn rate, cash balance, unit economics) comes from your finance team, not your CRM.

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How It Works

  1. Navigate to Settings > Financial Data
  2. Download the CSV template
  3. Fill in your quarterly or monthly P&L data
  4. Upload the CSV — PILLAR validates and imports
Each row is one period (e.g., 2026-Q1). PILLAR upserts on the unique combination of organization + period, so re-uploading the same period overwrites the previous values.

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CSV Template

Download the template from the Financial Data settings page, or use this format:

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What Feeds the Board Report

The Board Report combines two data sources:
  1. CRM-synced data (automatic): Pipeline, ARR by account, renewal dates, opportunity stages, win/loss rates
  2. Financial data (uploaded): EBITDA, burn rate, cash balance, headcount, unit economics
This separation is by design. CRMs don’t store P&L data. Most $5-50M ARR companies track financials in QuickBooks, Xero, or spreadsheets. The CSV import bridges the gap without requiring an accounting system integration.

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Update Frequency

Most organizations update financial data quarterly, aligned with their board reporting cadence. Monthly updates are supported for companies that track P&L monthly.