DataAgentsLe rapport board
que les fondateurs SaaS réutilisent chaque mois.
Un classeur structuré, onze sections, une narration lisible avant la réunion et des KPI avec deltas clairs. Indiquez votre email professionnel - l'équipe revient vers vous avec la suite.
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.
Parcourez avant de demander l'accès.
Deux sections sont ouvertes. Les autres onglets montrent la structure après envoi du formulaire - cela nous aide à filtrer le 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.
Nous avons conçu cette structure à partir de cycles board réels : narration d'abord, métriques défendables ensuite, demandes explicites enfin. DataAgents automatise les chiffres récurrents pour que vous vous concentriez sur les décisions - pas sur la reconstruction des 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.
Ce que les équipes demandent avant l'accès.
Que se passe-t-il après l'envoi ?+
Pourquoi l'email pro ?+
Newsletter ?+
Si cela vous aide, ces pages aussi.
Request the layout. Use the structure every quarter.
Utilisez le formulaire en haut avec votre email professionnel - nous confirmons et partageons les prochaines étapes.