DataAgentsThe board report
SaaS founders actually reuse every month.
One structured workbook. Eleven sections. A narrative your board can read before the meeting, KPIs with clear deltas, and action items that carry month to month. Request access with your work email - our team follows up with next steps.
May Board Update
Acme Systems · Prepared for Q2 board meeting · 6 June 2026
Eleven sections. Each one earns its page.
No filler tabs. The goal is a repeatable board narrative, a tight KPI snapshot, and carry-over actions your board can track meeting to meeting.
Cover & narrative memo
A short TL;DR your board reads before the meeting: what worked, what did not, and what you are doing next.
KPI snapshot vs. plan
Core SaaS metrics with deltas against plan so the conversation stays on trajectory, not spreadsheet mechanics.
MRR movement waterfall
Beginning MRR through new, expansion, contraction, and churn - same shape every month.
Cohort retention curves
Logo and net dollar retention by cohort to back up LTV and payback narratives.
Pipeline & forecast
Coverage by stage, committed vs. best case, and forecast accuracy history.
Cash & runway
Burn multiple, runway at current and plan burn, and simple scenario toggles.
Hiring plan vs. actual
Open roles, fills, and attrition so headcount surprises do not ambush the board.
Top customer wins & losses
Named deals and churn risks with one line of context each.
Operational risks & asks
What is actually risky and what you need from the board (intros, hires, decisions).
Backup metrics appendix
NPS, support load, infra cost per active user, and custom cuts that do not belong on page one.
Definitions glossary
How MRR, churn, and cutoffs are calculated - reduces metric debates on the call.
Click around before you request access.
Two sections are open below. Additional tabs preview the full structure after you submit a work email above - we use this to route serious requests and reduce spam.
Cover & narrative memo
TL;DR. May beat plan on new MRR (+18%) and NRR climbed 2pp to 114%, driven by mid-market expansion. Burn multiple ticked up to 1.4x - expected, given the May hiring wave. Two enterprise deals slipped to Q3; pipeline still covers Q2 plan at 3.2x.
What we're doing. Tightening SDR-to-AE handoff (top friction from win/loss interviews), and re-pricing the mid-market tier on June 15 - full proposal in §09. Asking the board for two intros (named in §09) and a debate on a Series A timeline given current cash position.
This is not a template marketers shipped overnight.
We built this structure from real board cycles: narrative first, defensible metrics second, explicit asks third. DataAgents automates the recurring numbers so you spend time on decisions - not rebuilding decks.
Three things this layout gets right.
Same shape every month
01Named sections and locked logic reduce “surprise redesign” the night before the board call.
A narrative your board can read first
02Short memo up front so members arrive with questions instead of re-opening raw spreadsheets cold.
Carry-over action items
03Owners and dates roll forward so accountability is visible without buying another tool.
Stop re-exporting numbers into this layout every Sunday.
DataAgents keeps recurring definitions stable and surfaces movement each cycle - so this template stays a narrative shell while the metrics stay current.
What people ask before requesting access.
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Request the layout. Use the structure every quarter.
Drop your work email above. We will confirm and share how to get the workbook if it is a fit - plus you can preview open sections on this page.