Customer Revenue Intelligence · demo
Board Metrics Report
B2B SaaS benchmark comparison, narrative-ready commentary, board-meeting outputs in one click.
Board Metrics Report
via Claude12 deals · FY26 Q1NRR of 104.7% lands you in the middle of the B2B SaaS pack — above median (110% is top quartile, you have headroom). GRR at 90.0% is at-benchmark; below 90% would be a flag. Expansion pacing is behind target ($78K of $90K) but the pipeline shows $108K in identified upside not yet booked. Two large at-risk accounts (BetaCo, Zeta Health) drive 75% of churn risk — board narrative should foreground the save plays in motion.
Board narrative
Performance
Q1 NRR landed at 104.7%, GRR at 90.0%. Above-median NRR, at-benchmark GRR. Net change: +$25K ARR on a $531K base.
Highlights
Gamma Labs signed a 3-year extension worth $36K. Theta Robotics seat-tier upgrade ($24K) closed on the back of their Series C. Two of three top wins came from existing customers — expansion motion is working.
Risks
Two accounts ($96K combined) are in active save: BetaCo Industries (champion departure) and Zeta Health (exec change + competitive eval). If neither saves, NRR drops to 86.6% — a board narrative shift.
Outlook
Pipeline shows $108K in identified expansion upside (Acme Cloud, Epsilon SaaS cross-sell, Theta seat-tier continuation). Q2 NRR target of 108% achievable if 60% of identified upside closes and BetaCo + Zeta saves succeed.
Action
Brief the board on save plays in flight; commit to Q2 expansion target of $94K (vs $78K Q1); flag BetaCo + Zeta as material to NRR outlook.
The Big 5
NRR
104.7%
Net revenue retention
+1.8pp vs priorAbove benchmark
GRR
90.0%
Gross revenue retention
−0.5pp vs priorAt benchmark
ARR
$556K
Ending ARR
+$25K vs prior
Logo Churn
8.3%
1 of 12 logos
−4.0pp vs priorAbove benchmark
Expansion Rate
14.7%
Q-over-Q
+2.2pp vs priorAbove benchmark
Revenue composition
New · $60K (11%)
Expansion · $78K (14%)
Renewal · $418K (75%)
NRR waterfall
Starting ARR
$531K
+ Expansion
$78K
− Contraction
$14K
− Churn
$39K
Ending ARR
$556K
B2B SaaS benchmark comparison
| Metric | Your value | SaaS median | Top quartile | Status |
|---|---|---|---|---|
| NRR | 104.7% | 105.0% | 110.0% | Above |
| GRR | 90.0% | 90.0% | 95.0% | At |
| Logo Churn | 8.3% | 10.0% | 6.0% | Above |
| Expansion Rate | 14.7% | 12.0% | 18.0% | Above |
Data confidence
High confidence
Gaps
- Expansion target stored outside HubSpot — quarterly target reconciliation manual.
Recommended
- Add bc_quarterly_expansion_target deal property to track in-line with forecast.
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