DataAgentsA metrics workbook
your team can defend in board prep.
Tabs for MRR movement, churn, LTV, NRR, and a board summary - with definitions locked so the numbers mean the same thing next month. Request access with your work email; our team follows up with next steps.
May metrics snapshot
Definitions locked · Finance + RevOps single source
Five tabs. Each one has a job.
Keep definitions explicit so leadership and finance are looking at the same movement story.
MRR tracking
Movement categories and period cutoffs documented so everyone uses the same definition.
Churn analysis
Logo vs. revenue churn with notes your team can defend in board prep.
LTV calculator
Inputs and assumptions spelled out so LTV is not a mystery number.
NRR tracker
Expansion vs. contraction vs. churn in one place for net retention conversations.
Board summary
One-page rollup that pairs with your narrative memo.
Click around before you request access.
Open tabs show the workbook shape. Submit your work email above to unlock the rest of this preview for your session.
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.
Built for operators who own the number.
Most spreadsheet chaos comes from silent definition changes. This workbook forces explicit structure so you can graduate to automation when you are ready.
Three practical wins.
One definition trail
01Each tab states what is in scope so MRR and churn are comparable month to month.
Board-friendly rollup
02A summary tab that pairs with your narrative instead of hiding it in row 400.
Path to automation
03When definitions are stable, DataAgents can keep the same structure on autopilot.
Automate the same definitions you just locked down.
Keep this workbook as the narrative shell - let DataAgents feed it with recurring metrics that do not drift.
What people ask before requesting access.
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Use the hero form with your work email - we respond with next steps and unlock extended preview tabs here for your session.