SaaS metrics, board packs and investor updates your board can trust
A complete reporting kit for founders, CEOs and finance leads of SaaS and subscription companies from seed to Series B: one meaning for every number, a monthly rhythm, and a board pack that helps the board decide.
- A 26-sheet SaaS Metrics and Board Pack Workbook: KPI definitions, MRR bridge, GRR and NRR, cohorts, unit economics, burn and runway, pipeline, headcount plan, a board scorecard with traffic lights, a 0-4 maturity self-assessment and a six-chart dashboard
- A 7-sheet Business Case and Runway Calculator: three 24-month scenarios, the month cash runs out, the latest safe date to start a raise and a low, mid and high business case
- Five fillable forms and eight Word documents, including a quarterly board pack with agenda, minutes and resolutions, three investor update templates, a reporting policy, a sign-off memo, 30 messages and 26 AI prompts
- A 12-month board and reporting calendar, a 36-task board, a 45-minute team briefing and a 14-question LMS-ready knowledge check
The SaaS Metrics, Board Pack and Investor Update Kit · Bodhih Pro Kits · 327 by Bodhih Training, trainers to 2,000+ companies since 2008.
What should a SaaS board pack include?
A SaaS board pack should include an agenda with decisions first, a one-page CEO letter, a scorecard of the same metrics every quarter (ARR, net new ARR, GRR, NRR, gross margin, burn, burn multiple, CAC payback, runway, pipeline coverage), finance, customers, growth, people, risks, decision papers and the previous minutes, sent five to seven days ahead. The SaaS Metrics, Board Pack and Investor Update Kit from Bodhih Training gives you templates for each.
Want the full free guide first? Read How to Build a SaaS Board Pack: Metrics, Formulas and Rhythm.
You already feel the problem. Here is what it is costing you.
Three answers to one question
The deck, the billing system and the accounts each give a different MRR. Directors start to doubt every number, not just that one.
Packs that arrive the night before
Forty slides land at 11pm with the bad news on slide 31 and the decision on slide 38. The meeting goes on explaining instead of deciding.
Retention nobody can rebuild
NRR moves with the slide because the base moves. Cohorts are a one-off analysis rather than a monthly habit, so the board cannot see whether onboarding works.
Runway as a surprise
Cash divided by last month's burn says one thing, the forecast another. Nobody has said when the raise must start, or what happens if hiring goes ahead first.
Picture the next few weeks with the kit open beside you.
Picture the next close. The billing events are tagged, the MRR bridge balances to the dollar, and the reconciliation to the accounts has one line of explanation. By working day 8 the scorecard is green, amber and red with a word beside every colour, and you know exactly what you will say about each red.
On the 9th the investor update goes out: three bullets, the same table as last month, one honest lowlight and two specific asks. As you open the replies you notice that nobody is asking what a number means. They are offering introductions.
A week before the board, the pack goes out in the same order as last quarter. Directors read the scorecard first, then the two decision papers with their recommendations. In the meeting the time goes where it belongs: on the hiring plan, the runway and when to start the raise.
Open the Start-here map tonight and give yourself one hour. Whether you start with the KPI definitions or the maturity self-assessment, you will finish the hour with a first score, three months of MRR bridge and the month your cash runs out on today's plan.
23 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The SaaS Metrics, Board Pack and Investor Update Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: the SaaS metrics and board pack map
The whole job on one page, with the file to open at each step, your first hour, your first week, the 30/60/90-day plan and the monthly rhythm.
SaaS Metrics and Board Pack Workbook
26-sheet master workbook: settings, reporting maturity self-assessment (0-4) with a gap-to-action plan, MRR bridge, GRR and NRR, cohorts, unit economics, P&L and burn, cash and runway, pipeline coverage, headcount plan, KPI definitions, board scorecard with traffic lights, decision log, evidence register, data room index, RACI, roadmap, crosswalk, official sources, What changed, glossary and a six-chart dashboard.
Business Case and Runway Calculator
Seven-sheet calculator: inputs, a low, mid and high business case for the reporting system (cost of doing nothing vs doing it), three runway scenarios, a 24-month projection with a default-alive check, raise sizing with the latest safe start date, and a dashboard with three charts.
KPI definition card and change request
Two pages: define one metric so everyone computes it the same way (plain words, formula, inclusions, exclusions, source, owner, cut-off), then request, approve and log any later change with its effect on history.
Monthly metrics close checklist
Two pages: the month-end steps from billing export to signed-off metrics (reconciliations, MRR tagging, cohort update, cash and burn, pipeline snapshot), with a sign-off and an exceptions log.
Board meeting prep and debrief
Three pages for the CEO and chair: decisions and questions to plan before the pack goes out, one-to-one director pre-calls, and a same-day debrief with actions and follow-ups.
Board pack quality review
A one-page review each director completes after the meeting: timeliness, length, clarity of numbers, decisions and risks, with free-text asks. Gives the CEO a score to improve each quarter.
Data room readiness and Q&A log
Two pages: a readiness check for a fundraising or diligence data room (structure, access, consistency with the board pack) and a log of investor questions and answers.
Quarterly board pack template (with agenda, minutes and resolutions)
A brand-ready quarterly board pack in a fixed order: cover, agenda with purpose and timings, CEO letter, scorecard, finance and runway, customers and retention, growth, people and product, risks, decision papers, plus templates for minutes, the action log, a directors' written resolution and the KPI definitions appendix.
Monthly investor update templates
Three brand-ready versions of the monthly investor update (a normal month, a hard month, the months before a raise) on one skeleton, with a metric table, a one-page planner and a distribution list.
Metrics and board reporting policy
A one-to-two-page policy and procedure the board can adopt: purpose, scope, roles, definition rules, the monthly close and reporting calendar, checks before sending, change control for definitions, confidentiality, AI use and review.
Board decision paper and sign-off memo
A two-page decision paper for any board decision, with the recommendation first, numbers with sources, options, risks and conditions, a director sign-off table with conflicts, and the CEO's sign-off statement for the quarterly pack.
Investor and board message library
30 ready-to-adapt messages in five groups: investor updates, board meetings, hard moments (bad news, missed targets, a director's challenge), fundraising and the data room, and asking your own team for the numbers.
Worked example pack: Saltbush Software
The kit's main files filled in for one fictional company: a KPI definition card, the Q1 FY27 MRR bridge, a September investor update as sent, the October board scorecard and CEO letter, a decision paper, a minutes extract and the close exceptions.
AI prompt pack for SaaS metrics and board reporting
26 tool-agnostic prompts across seven steps (definitions, monthly close, retention and unit economics, runway, investor updates, board pack and meeting, data room), each with what to paste in and what to check, plus five human-review rules.
Team and board briefing session plan and answer key
A 45-minute session plan with timings, facilitator notes, a ten-item definitions exercise and the printable answer key for the 14-question knowledge check.
Numbers that matter: the SaaS KPI card
Fourteen numbers with plain-words definitions, exact formulas, where each lives in the workbook and what to do when it moves.
SaaS metrics decision cards and mistakes to avoid
If-you-see-this decision cards, a pre-send check and twelve mistakes to avoid.
SaaS reporting rules by country (November 2026)
The dated sheet: minutes, written resolutions, raising money, outreach, payroll on-costs and registers in the US, Canada, the UK, the EU, Australia and New Zealand, verified on official sites.
12-month board and reporting calendar
60 events over 12 months: kick-off, definitions and bridge rebuild, the monthly close and investor update, four quarterly board cycles (planning, pack, pre-calls, meeting, minutes, source checks), re-scores and data room refreshes.
Board pack task board (CSV import)
36 tasks in four phases with owner role, week, the file to open and the done-when test, ready to import into Trello, Asana, Notion, Planner or Jira.
Knowledge check (LMS-ready CSV)
14 scenario questions for the team and board briefing, in a seven-column CSV that imports into Bodhih LMS or any LMS (question, four options, correct letter, explanation).
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + PDF cheat sheets + ICS + CSV
- Files
- 23 files plus a one-click ZIP
- E-book
- 67 pages
- Works with
- Excel, Google Sheets, Apple Numbers, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira, any LMS that imports CSV
- Best for
- SaaS and subscription companies from seed to Series B, roughly 0.3 to 20 million of ARR, reporting to a board or investors
One Meaning for Every Number: Definitions and the Maturity Score
Fourteen reporting practices scored 0-4, a gap-to-action plan and one written definition for every board metric, with the edge cases that cause arguments.
ARR, MRR and the Bridge That Explains Them
MRR and ARR in plain words, the four-movement MRR bridge and a monthly reconciliation to the accounts.
Retention: GRR, NRR and Cohorts
GRR and NRR on a fixed base, quarterly revenue cohorts and how a director reads them.
Unit Economics in Plain Words: CAC, Payback and LTV
CAC on a written rule, CAC payback on gross profit and a capped LTV with its sensitivity.
Burn, Margin and Runway: Efficiency and Survival
Net burn without one-offs, gross margin, simple and forecast runway, the burn multiple and the rule of 40.
Pipeline Coverage and the Headcount Plan
Pipeline coverage against weighted pipeline, and a hiring plan with on-costs and raise-dependent roles.
The Monthly Close and the Evidence Behind Every Number
A metrics close by working day 8, an evidence register for every number and a board-adopted reporting policy.
The Monthly Investor Update
The same-day, same-table monthly update in three versions, and who may receive it.
The Quarterly Board Pack, the Meeting and the Minutes
A fixed-order quarterly pack, decision papers, director pre-calls, minutes, resolutions and the action log.
Data Room Basics, AI Help and the Yearly Rhythm
A staged data room, safe AI help with human-review rules, and the yearly reporting calendar.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-SaaS-Board-Pack-Map.pdf: the whole job in twelve steps with the file for each, your first hour, your first week, the 30/60/90-day plan, the monthly rhythm and the 'Brand it in five minutes' box
Workbooks
- SaaS-Metrics-and-Board-Pack-Workbook.xlsx: 26 sheets including Settings, Self-assessment (0-4), Top gaps, Action plan, MRR bridge, Retention, Cohorts, P&L and burn, Unit economics, Cash and runway, Pipeline, Headcount plan, KPI definitions, Board scorecard, Decision log, Evidence register, Data room index, RACI, Roadmap, Crosswalk, Official sources, What changed, Glossary and a dashboard with six charts and traffic lights
- Business-Case-and-Runway-Calculator.xlsx: 7 sheets with inputs, a low, mid and high business case, three runway scenarios, a 24-month projection with a default-alive check, raise sizing and a three-chart dashboard
Fillable forms
- KPI-Definition-Card-and-Change-Request.pdf
- Monthly-Metrics-Close-Checklist.pdf
- Board-Meeting-Prep-and-Debrief.pdf
- Board-Pack-Quality-Review.pdf
- Data-Room-Readiness-and-QA-Log.pdf
Word templates
- Quarterly-Board-Pack-Template.docx (with agenda, minutes, action log and a directors' written resolution)
- Monthly-Investor-Update-Templates.docx (three versions, planner and distribution list)
- Metrics-and-Board-Reporting-Policy.docx
- Board-Decision-Paper-and-Sign-Off-Memo.docx
- Investor-and-Board-Message-Library.docx (30 messages)
- Worked-Example-Pack-Saltbush-Software.docx
- AI-Prompt-Pack-for-SaaS-Metrics-and-Board-Reporting.docx (26 prompts with human-review rules)
- Team-and-Board-Briefing-Session-Plan-and-Answer-Key.docx
Cheat sheets
- Numbers-That-Matter-SaaS-KPI-Card.pdf
- SaaS-Metrics-Decision-Cards-and-Mistakes.pdf
- SaaS-Reporting-Rules-by-Country-November-2026.pdf (the dated sheet)
Calendar, import and training
- 12-Month-Board-and-Reporting-Calendar.ics (60 events)
- Board-Pack-Task-Board.csv (36 tasks for Trello, Asana, Notion, Planner or Jira)
- SaaS-Metrics-Knowledge-Check.csv (14 scenario questions for any LMS)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Write one definition, with edge cases, for every number your board sees
- Build and reconcile a monthly MRR bridge and report ARR you can defend
- Measure GRR and NRR on a fixed base and read a cohort heat map
- Calculate CAC, CAC payback and a capped LTV on a written method
- Show simple and forecast runway, the burn multiple and the latest safe date to start a raise
- Close the month's metrics by working day 8 with evidence for every number
- Send a monthly investor update in under 600 words on the same day every month
- Produce a quarterly board pack, decision papers and minutes in a fixed order
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Four Quarters: Financial Judgement for Managers Who Are Not in Finance
Take the assessment →AssessAll assessmentStrategic Numerical Reasoning: Executive DI
Take the assessment →AssessAll assessmentBusiness Intelligence Dashboard Design Work Sample for Analysts and Management Information Teams
Take the assessment →JobularyTurn what you learn into a measured development plan (Jobulary)
Make it a growth plan →A taste of Chapter 3
Retention is measured on a fixed base: the customers you had at the start of a period, usually twelve months ago. New customers who joined during the period are left out, because including them makes retention look better than it is. Gross revenue retention (GRR) asks: of the MRR those customers paid a year ago, how much do they still pay, ignoring any growth? It is base MRR minus contraction minus churn, divided by base MRR. It can never be above 100%. It measures how leaky the bucket is. Net revenue retention (NRR) asks the same question but includes expansion: base MRR plus expansion minus contraction minus churn, divided by base MRR. Above 100% means the customers you already had are, as a group, paying you more than a year ago. It measures whether existing customers grow.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Metric definitions | A list of metric names with a formula each | 18 definitions with plain words, inclusions, exclusions, source, owner, cut-off and a change-request process |
| MRR and retention | A chart of MRR | A four-movement bridge that must balance, GRR and NRR on a fixed base, and a cohort heat map |
| Runway | Cash divided by burn | Simple and forecast runway, three scenarios, the month cash runs out and the latest safe raise start |
| Board pack | A slide template | A fixed-order pack with CEO letter, scorecard, decision papers, minutes, resolutions, action log and director feedback |
| Compared with a fractional CFO | Expert judgement, paid by the hour or month | The templates and method a fractional CFO would set up, for your own team to run; use it with an adviser, not instead of one, for accounting and legal questions |
| Compared with reporting software | Dashboards from connected billing data | Definitions, policy, packs, minutes and a data room that software does not write for you; works alongside any tool and in a spreadsheet |
Made for you if…
- Founders and CEOs of SaaS or subscription companies reporting to a board or investors
- Finance leads, finance managers and fractional CFOs who produce the monthly numbers
- Companies preparing a Series A or Series B who need numbers that match from deck to data room
- Chairs and investor directors who want a better pack from their companies
- Operators in the US, Canada, the UK, the EU, Australia and New Zealand, and other English-speaking markets
- Bootstrapped subscription businesses that want board-grade reporting before they need it
Probably not for you if…
- Anyone looking for investment advice, a valuation or a promise of a raise: the kit does not offer any of these
- Listed companies with public reporting duties: securities filings and audited disclosures are outside its scope
- Founders who need a full three-statement financial model: see The Startup Financial Model Kit
- Legal or accounting advice: minutes, resolutions, investor communications and revenue recognition need your lawyer, company secretary and accountant
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
One meaning for every number, starting this week
Open the Start-here map tonight and give yourself one hour with the workbook. Whether you begin with the definitions or the self-assessment, you will finish the hour knowing your score, your MRR bridge and the month your cash runs out.
Personal licence for the buyer's own use, including use within your own company with your team, directors and investors. Please don't share or resell the files. Team, adviser and company licences: solutions@bodhih.com.
What buyers say
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250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
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The SaaS Metrics, Board Pack and Investor Update Kit: FAQs
Read the free guideAlready bought? Resend my linkWhat is in the SaaS Metrics, Board Pack and Investor Update Kit?
An e-book with ten chapters, a 26-sheet metrics and board workbook, a 7-sheet business case and runway calculator, five fillable forms, eight Word documents (board pack, investor updates, policy, sign-off memo, 30 messages, a worked example, 26 AI prompts and a briefing plan), three cheat sheets, a start-here map, a 12-month calendar, a task board and a 14-question knowledge check.
Do I need this if I already have a financial model?
Probably yes. A model forecasts; this kit defines, measures and reports what actually happened, and turns it into updates, packs, minutes and a data room. It refers to The Startup Financial Model Kit for the forecasting side, and its runway calculator is deliberately simple so it does not compete with your model.
How long does it take to set up?
The Start-here map's first hour gets you a maturity score, three months of MRR bridge and a first runway view. For a full rebuild of twelve months of metrics, the definitions and a first board pack, plan on a few weeks of part-time work; the cleaner your billing data, the faster it goes.
What is the difference between GRR and NRR?
Both measure revenue kept from a fixed group of customers over a period, usually twelve months. GRR ignores growth: base minus contraction and churn, divided by base, so it never exceeds 100%. NRR adds expansion. In the sample, GRR is 85.8% and NRR is 102.2%.
What should a SaaS board pack include?
An agenda with decisions first, a one-page CEO letter, a scorecard of the same metrics every quarter, finance and runway, customers and retention, growth, people and product, risks, decision papers and appendices with the previous minutes and action log. Send it five to seven days before the meeting.
How often should I send an investor update, and what goes in it?
Monthly, on the same day, under about 600 words: a three-bullet summary including one thing that went wrong, the same metric table every month, highlights, lowlights, what you learned, specific asks and thanks. The kit has versions for a normal month, a hard month and the months before a raise.
Does it work in my country?
The method works anywhere. The dated sheet and the Crosswalk sheet cover the US, Canada, the UK, the EU, Australia and New Zealand, with India and the Gulf noted where useful: minutes, written resolutions, raising money, outreach rules, privacy and payroll on-costs. Laws change and differ by state and country, so check locally.
Can I use this with my team and my board?
Yes, within your own company under the personal licence: share the outputs with your team, directors and investors, and run the briefing session with your staff. Company-wide, multi-entity and adviser licences are available through solutions@bodhih.com.
Can I do this without a CFO?
Yes, with a finance manager or bookkeeper and an external accountant. The kit gives a non-specialist a written method, a close checklist and templates. Use your accountant for revenue recognition and tax, and your company secretary or lawyer for minutes and resolutions.
Is this investment, legal or accounting advice?
No. It is educational content and templates. It does not value your company, promise a raise or replace your accountant, lawyer or company secretary. ARR and MRR are management metrics, reconciled to accounts prepared under the accounting standards your accountant applies.
How can I measure my starting point?
If you want to test your own financial judgement and dashboard skills before you take on board reporting, AssessAll offers Four Quarters: Financial Judgement for Managers Who Are Not in Finance, Strategic Numerical Reasoning: Executive DI and a Business Intelligence Dashboard Design Work Sample at assessall.com.
How do I turn this into a development plan for my finance lead?
Use the reporting maturity gaps as development goals: one practice per quarter, with the evidence that shows it is done. Jobulary's guide to an individual development plan shows how to turn goals like these into a measured plan.
How much does The SaaS Metrics, Board Pack and Investor Update Kit cost?
₹1,499 including 18% GST for buyers in India, or $39 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
