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SaaS Board Reporting Template

A 12-month operating model and board-facing dashboard with ARR bridge, NRR/GRR trend, forecast accuracy, and pipeline coverage — based on the same model DealARR generates for boards.

What the Template Includes

  • ARR Bridge waterfall: new, expansion, contraction, and churned ARR by month
  • NRR and GRR trend chart with cohort-based calculation
  • Forecast accuracy tracking with actuals vs. plan
  • Pipeline coverage ratio with quota gap analysis
  • Headcount and cost-per-ARR efficiency metrics
  • Cash runway and burn rate summary
  • Rule of 40 and key SaaS efficiency scores

How to Use This Template

Download the template and populate it with your own ARR, pipeline, headcount, and cash data. Each section maps to the standard slides that board members and investors expect to see in a SaaS board pack. The template uses the same metric definitions and formulas as DealARR so your numbers stay consistent.

Generate This Automatically with DealARR

DealARR generates board reports automatically from your live deal book — no manual data entry. Start a free trial to generate your first board report in minutes.

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