You’re viewing Northwind Inc. — our fictional B2B SaaS at $30M ARR. Every number is synthetic but mathematically reconciled.
Week of March 24, 2026. Joint review.
CFO & CMO · resolve everything below before Tuesday standups.
96%
92% of period elapsed · On pace
84%
92% of period elapsed · Behind, $620K to recover
−2.9%
Under budget · $12K cumulative
LinkedIn over-pacing
Cut budget or approve increase
Decisions for this week
LinkedIn over-pacing $18K/mo
JointCampaign "enterprise-saas-q1" driving the overage. ROAS still 7.0x — best of any channel — but 18% over planned share of Q1 spend.
Helix Demand Gen contract auto-renews in 32 days
CFORenewal terms include a 12% rate increase. Q1 scope creep ($6K above retainer 4 months running) suggests leverage to renegotiate.
Q2 events budget needs commit by Apr 5
CFOCMO requesting $180K for Q2 (Forrester CX, 2 regional events, 1 webinar partnership). $42K above pro-rated annual plan.
4 invoices unallocated >7 days
FinOps$23K total sitting in finance inbox. Includes Maya Chen $4,800 (11 days), Dreamforce signage $9,200 (8 days), and 2 podcast ad buys.
Operating rhythm
Every week, the same 20-minute meeting.
- Mon · 9 am
Joint review
20 min · CFO + CMO read the same dashboard. Decisions logged with actor + timestamp.
- Tue – Thu
Decisions in flight
Approvals, vendor renewals, channel re-allocations. Each surface routes to its owner.
- Fri · 5 pm
Close + audit log
Reconciliation runs. Mismatches surface in the Unified review queue. Audit log retained 7 years.
- Next Mon
Decisions logged
Last week's decisions surface as commitments. New variance loops back into the meeting.
What changed since last Monday
- Added
Maya Chen invoice $4,800 (auto-detected, awaiting category)
- Changed
LinkedIn variance moved from +4% to +18% week-over-week
- Resolved
Google Ads attribution discrepancy from Mar 14
- New
Q2 events sponsorship request submitted by CMO
- Changed
Helix Demand Gen flagged for 4th over-scope month