Overview
This KPI review template gives SaaS operators a cohesive narrative for recurring revenue performance. It eliminates spreadsheet wrangling so the conversation centers on insights, blockers, and next steps.
When to use this deck
- Monthly or quarterly leadership reviews where growth, product, and success leaders align.
- Prep sessions for board or investor meetings focusing on unit economics and retention.
- Customer success QBRs with strategic accounts that expect transparency.
What’s inside the template
- Executive summary slide with top-line KPIs, trend arrows, and commentary space.
- ARR and NRR breakdowns with waterfall and cohort charts for new, expansion, churn, and contraction.
- Product usage and adoption visuals by feature, segment, and lifecycle stage.
- Customer health diagnostics with risk flags, playbook triggers, and rescue plans.
- Action register logging owners, expected impact, and due dates for follow-up.
Data to assemble
- Revenue data from your billing platform or data warehouse.
- Product analytics exports showing MAU, WAU, feature usage, and onboarding progress.
- Customer success health scores, ticket volumes, and sentiment data.
Customization tips
- Connect the deck to ML Clever’s data pipelines for real-time metric refreshes before each review.
- Segment dashboards for enterprise, mid-market, and SMB to tailor discussions by audience.
- Automate action items into your CRM, task tool, or customer success platform from within the deck.
Related playbooks
Keep roadmap stakeholders aligned with the SaaS Product Roadmap Deck and give customers an outside-in view using the SaaS QBR Deck.
