• GROWTH
  • EFFICIENCY
  • DATA
  • HUMAN

How to compute financial benchmarks with your AI

Connect your financial data once. After that, your AI handles the heavy lifting for growth and profitability metrics.

Ask AI about this page

Short answer

How do I calculate CAGR and Rule of 40?

Provide your revenue and EBITDA figures to your AI. It uses the Growth Rate Calculator to run the math and output your specific growth rates and efficiency scores. You'll get the exact percentages needed for benchmarking.

The results you get

Your benchmark outputs

The AI processes your raw numbers into these specific outputs.

GROWTH

CAGR calculation

The AI calculates your Compound Annual Growth Rate over any period you specify. You get a clear view of your smoothed annual growth.

EFFICIENCY

Rule of 40 score

By combining growth and EBITDA margins, the AI determines if you meet the Rule of 40 benchmark. This shows your balance of scale and profit.

DATA

Cleaned metrics

The AI transforms messy spreadsheet rows into standardized financial rates. You receive a clean set of numbers ready for a report.

HUMAN

Strategic review

The AI provides the math, but you decide what the numbers mean for your business. You interpret the results to drive your next move.

The workflow

What your AI does when the data arrives.

The AI moves from raw data to finished benchmarks through these steps.

  1. Data ingestion

    Your AI reads the revenue and EBITDA values from your provided source.

    calculate_key_rates

  2. Growth math

    The agent calculates the year-over-year and compounded growth rates.

    calculate_key_rates

  3. Profitability check

    The AI calculates EBITDA margins to prepare for the efficiency score.

    calculate_key_rates

  4. Final scoring

    The agent sums the growth and margin to give you the Rule of 40 result.

    calculate_key_rates

Try it

Copy these to start.

Use these prompts to kick off your analysis.

Starting points

Swap the bracketed text for your actual data sources like a specific Google Sheet or CSV file.

Growth Rate Calculator Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Nlby7IpFLWh4almZhmVkm2OzwHhAOgNwoBItaEN4/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Growth Rate Calculator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "growth-rate-calculator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Nlby7IpFLWh4almZhmVkm2OzwHhAOgNwoBItaEN4/mcp"
    }
  }
}
Copy into chat04

  • Calculate the CAGR for my revenue using the data in this Google Sheet.

  • What is my Rule of 40 score based on the EBITDA and growth in this CSV?

  • Run the growth rate calculations for the last three years from my uploaded file.

  • Compare my current Rule of 40 score against last year's numbers in this spreadsheet.

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Start here

Connect Growth Rate Calculator once, then ask.

Just click the link to connect the MCP to your client. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Growth Rate Calculator to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my original spreadsheet?

    No. The AI only reads your data to perform calculations. It cannot modify or delete your original files.

  • 02

    Does it work with any financial data?

    It works with any data that includes revenue and EBITDA figures. If those numbers aren't present, it can't run the math.

  • 03

    Can the AI create a full financial model?

    No. It is designed for specific benchmark calculations like CAGR and Rule of 40, not for building complex, multi-year models.

  • 04

    Do I need to format my data a certain way?

    It helps if your revenue and EBITDA are clearly labeled, but the AI is quite good at finding the right numbers in a standard sheet.

  • 05

    Will it automatically update when my sheet changes?

    No. You need to ask the AI to run the calculation again after you update your source data.

  • More questions about Growth Rate Calculator? The Connector page answers them. See everything the Growth Rate Calculator Connector can do

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