Your board slide, built in 60 seconds
The 5 board KPIs your CFO cares about — NRR, GRR, logo retention, ACV, customer count — from live HubSpot data
3 free runs to try first. No credit card required.
Board Metrics Generator
The 5 metrics your board needs
What you get
The Big 5 board KPIs: NRR, GRR, logo retention, ACV, and customer count with period-over-period deltas
Revenue composition: new business vs expansion vs renewal as percentages
B2B SaaS benchmark comparison for each metric
5-sentence executive narrative covering performance, highlights, risks, and outlook
Presentation-ready formatting designed to paste into board decks
Delivered in under 2 minutes. Run quarterly before board meetings or monthly for executive reviews.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals and companies. Works with any HubSpot tier.
Agent Compiles Board Metrics
Calculates NRR, GRR, logo retention, ACV, and customer count from your live deal data with benchmark comparisons.
Get Your Board Slide
Five KPIs with deltas, revenue composition, benchmarks, and an executive narrative — ready to paste into your deck.
The Difference
Stop guessing. Start knowing.
Without Board Metrics Generator
Half a day compiling board metrics from 3 different tools every quarter
No benchmark comparison — are your numbers good or bad?
Revenue composition requires manual categorization of every deal
Writing the board narrative takes longer than pulling the data
With Board Metrics Generator
Complete board slide generated in 60 seconds from live HubSpot data
B2B SaaS benchmarks included — immediately see where you lead and lag
Revenue composition computed automatically: new, expansion, and renewal
Executive narrative written for you with performance, risks, and outlook
Capabilities
What's Inside
The Big 5 Board Metrics
NRR, GRR, Logo Retention, Average Contract Value, and Customer Count with period-over-period delta.
Revenue Composition
New business vs expansion vs renewal broken down as percentage of total.
B2B SaaS Benchmarks
Your metrics compared to industry benchmarks: top quartile NRR (120%+), median GRR (90%), logo retention targets.
Board Narrative
5-sentence executive summary covering performance, highlights, risks, outlook, and recommended action.
Presentation-Ready Formatting
Clean, minimal styling designed to paste directly into board decks.
Built for you if…
You're a CFO who needs board metrics without a week of data wrangling
You're a VP of CS who presents retention metrics to the board quarterly
You're a CRO who wants a single view of the five numbers that matter
You're preparing investor updates and need accurate, current retention data
Board prep costs 4-8 hours of senior leadership time per quarter. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, companies, and deal history. We compute NRR, GRR, logo retention, ACV, and customer count from your deal data. We never modify your data.
Under 2 minutes. Connect HubSpot and get your five board KPIs with benchmarks and narrative.
B2B SaaS benchmarks from industry reports: top quartile NRR (120%+), median GRR (90%), and standard logo retention targets. Benchmarks adjust by company stage.
The agent focuses on the 5 KPIs boards universally care about. If you need custom metrics, pair this with the NRR Command Center for deeper analysis.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
More in Customer Revenue Intelligence
NRR Command Center
Live NRR waterfall with component breakdown, cohort analysis, and trending from your HubSpot data
Part of Pro
Expansion Revenue Tracker
Track expansion ARR against targets, by owner, with missed opportunity detection
Part of Pro
Revenue Leakage Scanner
Quantified revenue leakage report with specific deals and dollar amounts
Part of Pro
See the difference in 2 minutes
Connect your HubSpot, run Board Metrics Generator, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo