Name: Board Metrics Generator
Author: Michael Ewing

heading

output_formatted

format

input_type

input_description

default_value

required

input_name

show_in_agent_settings

settings_only

Michael Ewing

Generate the 5-7 board-level financial KPIs from live HubSpot data -- NRR, GRR, logo retention, ACV, revenue composition, churn analysis, and B2B SaaS benchmark comparisons with every run.

Board Metrics Generator

selected_pipeline

reporting_period

NRR, GRR, Logo Retention, Average Contract Value, and Customer Count with period-over-period delta. The metrics every board member expects to see, computed from live data.

The Big 5 Board Metrics

New business vs expansion vs renewal broken down as percentage of total. Understand whether growth is coming from new logos, existing customer expansion, or simply holding what you have.

Revenue Composition

Your metrics compared to industry benchmarks: top quartile NRR (120%+), median GRR (90%), logo retention targets. Know immediately whether you're best-in-class or have work to do.

B2B SaaS Benchmarks

5-sentence executive summary covering performance, highlights, risks, outlook, and recommended action. Paste directly into your board deck without editing.

Board Narrative

Clean, minimal styling designed to paste directly into board decks. No clutter, no unnecessary decoration — just the numbers and context that matter.

Board Metrics Generator

Sign up to work with this agent