> ## Documentation Index
> Fetch the complete documentation index at: https://hc.pillargtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Data

> Upload quarterly P&L metrics for Board Report and Command Center

# 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.

## 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.

## CSV Template

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

| Column                        | Type              | Description                                                 |
| ----------------------------- | ----------------- | ----------------------------------------------------------- |
| `period`                      | String (required) | Period identifier, e.g., "2026-Q1" or "2026-03"             |
| `period_type`                 | String (required) | "quarterly" or "monthly"                                    |
| `arr`                         | Number            | Annual Recurring Revenue                                    |
| `new_business_arr`            | Number            | New business ARR added this period                          |
| `expansion_arr`               | Number            | Expansion ARR from existing customers                       |
| `contraction_arr`             | Number            | ARR lost to downgrades                                      |
| `churn_arr`                   | Number            | ARR lost to cancellations                                   |
| `total_revenue`               | Number            | Total recognized revenue this period                        |
| `total_cogs`                  | Number            | Cost of goods sold                                          |
| `gross_profit`                | Number            | Revenue minus COGS                                          |
| `total_opex`                  | Number            | Total operating expenses                                    |
| `ebitda`                      | Number            | Earnings before interest, taxes, depreciation, amortization |
| `total_sales_marketing_spend` | Number            | Combined S\&M spend                                         |
| `total_new_customers`         | Integer           | New logos acquired                                          |
| `total_employees`             | Integer           | Total headcount                                             |
| `sales_headcount`             | Integer           | Sales team headcount                                        |
| `cs_headcount`                | Integer           | Customer success headcount                                  |
| `monthly_burn`                | Number            | Monthly cash burn rate                                      |
| `cash_balance`                | Number            | Cash on hand                                                |
| `ltv_months`                  | Integer           | Average customer lifetime in months                         |

## 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.

## 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.