# Board-Ready Sales Metrics Dashboard Template

> The exact slide layout and metric set: pipeline coverage, NRR, magic number, and more: that investors expect to see in a board deck, with formulas and benchmark ranges for each.

Free template for sales leaders. Topic: [Sales Leadership & GTM Strategy](https://www.peerlab.ai/library/topic/sales-leadership-gtm-strategy/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/board-ready-sales-metrics-dashboard-template/

## How to use it

Rebuild this exact 7-slide structure each board cycle so investors can track trend quarter over quarter without re-learning your layout, and fill in every formula field yourself rather than pulling a vanity metric your BI tool defaults to: the formulas are the point, not just the numbers.

## What's inside

- 7-slide board deck structure with the purpose and audience question each slide answers
- Slide 1: one-page scorecard with the 8 headline metrics investors scan first
- Slide 2: pipeline coverage & funnel layout with the coverage-ratio formula and benchmark
- Slide 3: bookings-vs-plan layout with variance commentary format
- Slide 4: retention/expansion slide: GRR, NRR, logo churn formulas and cohort view
- Slide 5: efficiency slide: magic number, CAC payback, burn multiple, Rule of 40 formulas
- Slide 6: rep productivity & ramp slide layout
- Slide 7: forecast, risks, and the specific asks-of-the-board format

A board deck exists to answer one question per slide: *"Should the board be worried, and if so, about what specifically?"* Every slide below is built around that, with the formula behind every metric so nothing gets presented as a black box.

---

## Slide 1: Headline Scorecard

One table, top of deck, before any narrative. Use a simple vs.-plan and vs.-prior-quarter column so trend is visible at a glance.

| Metric | This quarter | vs. Plan | vs. Prior Quarter |
|---|---|---|---|
| New bookings (ARR) | | | |
| Total ARR | | | |
| Net New Logos | | | |
| Gross Revenue Retention (GRR) | | | |
| Net Revenue Retention (NRR) | | | |
| Pipeline coverage ratio | | | |
| Magic Number | | | |
| CAC Payback (months) | | | |

---

## Slide 2: Pipeline Coverage & Funnel

**Layout:** funnel chart (stages: created → qualified → proposal → verbal → closed-won) with conversion % between each stage, plus the coverage ratio headline.

**Pipeline Coverage Ratio = Total Open Pipeline ÷ Remaining Quota (or ARR target)**

- Benchmark: 3-4x coverage for the current quarter is the widely-used healthy range for a ~25-30% win rate; adjust up if win rate is below 20%, down if above 35%

**Include:** stage-to-stage conversion rate, average sales cycle length, and a one-line callout on where the funnel is leaking worst this quarter.

---

## Slide 3, Bookings vs. Plan

**Layout:** bar chart, plan vs. actual, by month within the quarter, plus a cumulative line.

| Field | This quarter |
|---|---|
| Plan (ARR) | |
| Actual (ARR) | |
| Variance ($ and %) | |
| Variance driver (one line: rep productivity, deal slippage, pricing, market) | |
| Deals slipped into next quarter (count and $) | |

**Rule:** never show a bookings miss without the one-line driver: an unexplained miss reads as a controls problem, not a market problem, even when it's the latter.

---

## Slide 4, Retention & Expansion

**Layout:** cohort retention curve (by customer start-quarter cohort) plus headline GRR/NRR.

**Gross Revenue Retention (GRR) = (Starting ARR − Downgrades − Churn) ÷ Starting ARR** (capped at 100%, expansion excluded)

**Net Revenue Retention (NRR) = (Starting ARR − Downgrades − Churn + Expansion) ÷ Starting ARR**

- Benchmark: GRR of 90%+ is considered healthy for most B2B SaaS; NRR of 100-120%+ signals a strong expansion motion, above 130% is best-in-class

**Include:** logo churn rate (# of customers lost ÷ total customers) shown separately from revenue churn, a board will ask if you don't.

---

## Slide 5, Efficiency Metrics

| Metric | Formula | Benchmark |
|---|---|---|
| **Magic Number** | (Current Qtr ARR − Prior Qtr ARR) × 4 ÷ Prior Qtr S&M spend | >0.75 efficient, >1.0 excellent |
| **CAC Payback (months)** | CAC ÷ (ARPA × Gross Margin %) | Under 12-18 months is healthy for most SaaS |
| **LTV:CAC** | Customer Lifetime Value ÷ CAC | 3:1 or higher is the common target |
| **Burn Multiple** | Net Burn ÷ Net New ARR | Under 1.5x is efficient, under 1.0x is excellent |
| **Rule of 40** | Revenue Growth Rate % + Profit Margin % | ≥40 is considered healthy |

**Layout:** simple metric table with a one-line trend arrow per metric versus the prior 2 quarters, boards care more about trajectory than a single-quarter snapshot.

---

## Slide 6: Rep Productivity & Ramp

**Layout:** two-panel: (1) quota attainment distribution across the team (histogram: % of reps at 0-50%, 50-80%, 80-100%, 100%+ of quota), (2) new-hire ramp cohort chart (see the Ramp-to-Quota Calculator resource for the underlying benchmark curve).

| Metric | This quarter |
|---|---|
| % of reps at or above 100% of quota | |
| Average ramp time to full quota (new hires this year) | |
| Rep attrition rate (regretted vs. non-regretted) | |
| Average tenure of quota-carrying team | |

---

## Slide 7: Forecast, Risks & Asks

**Layout:** three short blocks, not a wall of text.

**Forecast (next quarter):**
- Commit: $_____
- Best case: $_____
- Confidence level and the one factor most likely to move it

**Top 3 risks:**
1. _____ (and the mitigation already underway)
2. _____
3. _____

**Specific asks of the board:**
- e.g., "Approval for +2 enterprise AE headcount to defend Tier 1 coverage ratio"
- e.g., "Introduction to [specific type of connection] to support the [specific initiative]"

**Rule:** every ask should be specific and actionable in the room, "more support" is not an ask a board can act on; "approve $X for Y headcount by Z date" is.