Board meeting is Thursday. You're still building the deck.

Revenue in Stripe, pipeline in HubSpot, usage in Amplitude, churn in a spreadsheet. Every quarter you spend a weekend assembling numbers and praying nobody asks a follow-up question. We build the dashboard that replaces the deck — live, auto-updating, board-ready.

2 weeks · $4,997 · Money-back guarantee

Build My Board Dashboard → See what's included ↓

For B2B SaaS companies at $3M-$50M ARR

THE 3-MINUTE BREAKDOWN

Jake McMahon walks through why board reporting is broken at most SaaS companies — and the 2-week fix.

The average CEO spends 8-12 hours preparing for each board meeting.

Most of that is reconciling numbers across tools, not thinking about strategy. You're an expensive data assembler.

Board members recalculate metrics 40% of the time.

When the numbers come from a manually assembled deck, trust is low. When they come from a live dashboard connected to source systems, trust is built in.

Most board dashboards need 4-6 data sources connected. Nobody does it because nobody owns it.

Revenue in Stripe, pipeline in HubSpot, usage in Amplitude, churn in a spreadsheet. The metrics are standard. The problem is nobody connects the pipes and formats them for an executive audience.

THIS IS YOU

Four signs your board reporting is costing you more than time.

You changed which metrics you show the board. Again.

Regularly changing reported metrics signals either the business model is still being figured out or the team is looking for numbers that tell a better story. Your board notices both.

Your CFO and your product dashboard show different MRR.

Stripe says one number. ChartMogul says another. The spreadsheet says a third. You spend 2 hours reconciling before the meeting and pick whichever one tells the best story.

A board member asked a follow-up question. You said 'I'll get back to you.'

The data exists somewhere across 5 tools. You just can't access it in real-time. Every 'I'll get back to you' erodes confidence.

You have dashboards. Nobody uses them.

Amplitude has 30 dashboards. 3 were viewed this month. They were built for analysts, not for executives. Wrong metrics, wrong granularity, wrong audience.

What manual board reporting actually costs.

8-12 hrs

CEO time per board meeting on deck assembly

At 4 meetings per year, that's 32-48 hours of your most expensive person doing data entry. Plus the CFO, VP Product, and anyone else who contributes sections.

40%

of the time, board members recalculate the metrics you present

Manual decks erode trust. Live dashboards connected to source data build it. The medium is part of the message.

tools containing data your board needs — none of them connected

Stripe for revenue. HubSpot for pipeline. Amplitude for usage. A spreadsheet for churn. Another spreadsheet for the cohort table. The board dashboard should be the connective layer. It almost never is.

THE SHIFT

From weekend deck assembly to a dashboard your board can bookmark.

	BEFORE	AFTER 2 WEEKS
Board prep	8-12 hours assembling from 5 tools	Dashboard is live — send the link
MRR/ARR	Exported from Stripe, pasted into slides	Real-time, auto-updating, with MRR movements
Cohort retention	Analyst builds the table in a spreadsheet	Heatmap auto-generated from billing data
Follow-up questions	'I'll get back to you next week'	Drill into the dashboard during the meeting
Metric trust	Board recalculates your numbers	Connected to source systems — numbers match by definition
Investor updates	Copy-paste from 4 tools into an email	Share dashboard link with commentary

THE PROCESS

Two phases. 2 weeks. Your last manually-built board deck.

WEEK 1 · CONNECT + BUILD

Connect to Stripe, CRM, and analytics platform (read-only). Build the core dashboard: MRR/ARR with movements (new, expansion, contraction, churn), monthly cohort retention heatmap, NRR by month, unit economics (CAC, LTV, payback) if ad spend data is available, pipeline coverage.

Data ConnectionsCore Metrics DashboardCohort Heatmap

WEEK 2 · REFINE + WALKTHROUGH

Add segmentation — metrics by plan tier, acquisition channel, company size where data supports it. Board-ready formatting: executive summary view, drill-down views, export options. 60-minute walkthrough: we walk through every metric, what it means, what 'good' looks like, and what questions your board is likely to ask.

Segmented ViewsBoard-Ready Formatting60-min Walkthrough Call + Recording

YOUR GUIDE

Every dashboard is built question-first. What does your board actually ask?

ProductQuant installs growth operating systems for B2B SaaS companies. The board dashboard is the connective layer — it sits on top of your revenue, usage, and pipeline data and makes it accessible to people who don't have analyst access.

Not 'what data do we have?' but 'what questions does the board ask?' MRR trending down? Show MRR movements so they can see whether it's churn, contraction, or slowing new business. Retention looks flat? Show the cohort heatmap so they can see whether recent cohorts are improving.

We typically connect 4-6 data sources into 15-25 metrics that cover what boards actually review: MRR movements, cohort retention, unit economics, pipeline coverage, and usage trends. One view. Auto-updating. No weekend assembly required.

8-12 hrs

saved per board meeting

15-25

board-level metrics in one view

Real-time

follow-up questions answered in the meeting

THE WORK

What happened when the board saw real-time data.

HEALTHCARE SAAS

4 → 1

data sources consolidated into one board view

Real-time

follow-up answers during the meeting

Board went from quarterly slide decks assembled over a weekend to a live dashboard bookmarked by every board member. Follow-up questions answered in the meeting, not a week later. Revenue concentration risk visible for the first time — leading to a strategic discussion that wouldn't have happened with static slides.

E-COMMERCE SAAS

data sources connected

Weekend → 0

hours spent on board prep

MRR movements, cohort retention heatmap, unit economics, and pipeline coverage — visible for the first time in a single view. CEO stopped building decks entirely. Investors now check the dashboard between meetings.

If your next board meeting still requires a manually assembled deck, full refund.

We connect your revenue, pipeline, and usage data into one live dashboard. If it doesn't eliminate the manual assembly process, you pay nothing. The metrics are standard. The connections are straightforward. We've done this before.

Build My Board Dashboard — $4,997 →

Questions.

Or book a call →

What tools does this connect to?+

Stripe (required for revenue metrics). CRM — HubSpot or Salesforce (for pipeline). Analytics platform — Amplitude, Mixpanel, PostHog (for usage metrics, optional). We use read-only access for everything. NDA before we start.

We already have ChartMogul / Baremetrics / ProfitWell.+

Those tools show revenue metrics. They don't connect usage, pipeline, and retention into one view. The board dashboard is the layer on top — revenue + product + pipeline in one place, formatted for an executive audience.

What platform is the dashboard built on?+

Depends on your stack. PostHog, Metabase, or Looker — whichever fits your team's existing tools. No proprietary platform. No vendor lock-in. You own it.

What's the investment?+

$4,997. 2 weeks. If the dashboard doesn't replace manual board prep, full refund.

Can our investors access it directly?+

Yes — that's the point. Share a read-only link. They see live metrics instead of a stale deck. Some founders share with investors monthly; others keep it for board meetings only. Your call.

What happens after the 2 weeks?+

The dashboard is yours. Auto-updating. No ongoing fees to us. If you want to go deeper — understanding why the cohorts behave the way they do or where the growth levers are — we can discuss that on the walkthrough call.