Metrics and Board Bundle
$79.00
Report customer revenue like a business leader, from the weekly numbers to the board deck.
Business leaders first, functional leaders second. When you walk into the exec meeting with numbers nobody agrees on, the conversation becomes about your math instead of your plan.
This bundle gives you the numbers and the story: a GRR and NRR calculator, a customer revenue forecast with three scenarios, a KPI framework with exact definitions, a portfolio QBR for your team, the Customer Success board deck and the annual strategic plan your executive team will fund.
What's included (8 templates, each with its own step-by-step PDF guide)
Customer Success Board Deck (PowerPoint): Show your board where retention stands, what's driving it and exactly what you need from them.
CSM Portfolio QBR (PowerPoint): Own your book in front of your leader, with a forecast they can trust and a plan for every risk.
GRR and NRR Calculator (Excel): Know how much revenue you kept, how much you grew and where it leaked, so the number you show the board is the real one.
CS KPI Framework and Metric Dictionary (Excel): Agree on what you measure, how every number is calculated, and who acts when it moves.
Customer Revenue Forecast Model (Excel): Roll your customer ARR forward, show the best, expected and worst case, and walk into the room with a number you can explain.
Annual CS Strategic Plan (PowerPoint): A Customer Success plan your executive team will fund, built on customer data and tied to the company's goals.
CS Metrics and Finance Playbook (Word): Know your numbers cold, know how your company calculates them, and know which ones your team actually moves.
Six Box Executive Summary (PowerPoint): Tell your whole Customer Success story on one slide in five minutes, and end on the one thing you need from leadership.
Every template comes as an editable Microsoft Office file plus a make-a-copy link for the Google version, and every guide includes a worked example and a Steal This check.
Who it's for
CS leaders who report customer revenue to the CEO and board.
How it works
Digital download. Your files are ready right after checkout. Each template has its own folder with the Office file and the guide, and the Google versions use the links included with your download. No physical item will be shipped.
Want everything?
The Complete Architect Collection has every template in the collection for $299.
Quantity