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MRR & revenue tracking

"What's our MRR breakdown, new, expansion, contraction, churn?"
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Cohort retention analysis

"Build a cohort retention dashboard from the last 12 months of signups"
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Churn risk detection

"Which accounts have declining usage and are on monthly billing?"
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Unit economics dashboard

"Create a unit economics dashboard with CAC, LTV/CAC ratio, and payback period"
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Trial conversion funnel

"What's our trial-to-paid conversion rate by signup source?"
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Board meeting prep

"Build a board deck dashboard with ARR, growth rate, churn, and runway"

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Thread
Bruin
Bruin7:42 AM
Drafted the Q2 board deck for today's 11 AM.
All numbers refreshed. Review and I'll send it.
PPT
Q2-Board-Review.pptx
16 slides · 3.4 MB
6 replies
Sarah Chen
Sarah Chen8:04 AM
@Bruin move SMB churn up. And tag @Alex to QA branding.
1
Bruin
Bruin8:05 AM
Done. Now slide 3. @Alex tagged in #design, deadline 11.
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Ryan O'Brien
Ryan O'Brien8:11 AM
@Bruin pull win rate by segment too, I want to address it in the meeting
1
Bruin
Bruin8:13 AM
Added as slide 8. Pulled stage conversion from Salesforce + sentiment scores from Gong call transcripts. Enterprise 41%, Mid-Market 28%, SMB 19%. Deck reposted, v3.
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Sarah Chen
Sarah Chen8:15 AM
@Bruin prep talking points for the 10:30 with @Ryan and @Lisa
1
Bruin
Bruin8:16 AM
Done. Here's the prep: Q2-Board-Talking-Points.docx. Key numbers, anticipated pushback, and the FAQ doc @Ryan asked about last quarter. Shared in #board-prep with the deck attached.
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1
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2
@Bruinwhat's our churn rate?

Churn: 1.8% ↓ from 2.1%

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3

Revenue

$2.4M

Growth

+28%

Pipeline

$8.1M

Win Rate

34%

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