1. Revenue Growth:
- [Month/Quarter/Year] Revenue: $[X]
- % Growth Over Previous Period: [X]%
- Cumulative Revenue (YTD): $[X]
- Average Monthly Revenue: $[X]
2. Customer Acquisition:
- Total Customers: [X] (or Users, depending on your business model)
- Customer Growth Rate: [X]% per month
- Customer Segments: [e.g., B2B, B2C, Enterprise]
3. Retention Metrics:
- Churn Rate: [X]%
- Customer Retention Rate: [X]%
- Repeat Purchase Rate (if applicable): [X]%
4. Engagement Metrics:
- Active Users:
- Daily Active Users (DAU): [X]
- Monthly Active Users (MAU): [X]
- User Engagement:
- Average Sessions per User: [X]
- Average Time Spent on Platform: [X] minutes/hours
5. Sales Pipeline (If applicable):
- Total Pipeline Value: $[X]
- Qualified Leads: [X]
- Deals in Progress: [X]
- Conversion Rate (Lead-to-Sale): [X]%
6. Partnerships or Key Client Wins (If applicable):
- Partnership/Client Name: [Name]
- Deal Value: $[X]
- Significance: [Strategic partnership or major client for scaling]
Visuals
- Graphs/Charts: Use bar graphs or line graphs to showcase growth trends in revenue, customers, or other key metrics.
- Pipeline Chart: A visual representation of the sales pipeline can be helpful to show investors where the business is in terms of revenue generation.
- Cohort Analysis or Retention Data: Use a cohort retention curve to visualize how well customers are retained over time.
Notes
- Clarity: Be clear about the numbers. Don’t present misleading metrics or obscure data—investors appreciate transparency.
- Context: Provide context around any dips or spikes in data, such as seasonal effects, product launches, or strategic shifts that have caused rapid growth.
- Benchmarking: Where possible, compare your metrics against industry standards or competitors. This gives investors context to evaluate whether your business is performing well.