5 must-have board slides for SaaS sales and revenue leaders

DMCA / Correction Notice
- Advertisement -

as revenue A leader in technology companies large and small, I have attended many quarterly board meetings over the past 15 years.

- Advertisement -

Preparing for these meetings takes countless hours and can create a lot of stress. Preparation and practice can be draining, and, more importantly, can be a distraction from your daily grind.

All this is necessary because the board meeting is a very big event. As a wise advisor once told me, nobody gets a promotion from a board meeting, but people definitely get fired after.


So if you are responsible for driving revenue growth in your company, how do you make your portion of these meetings as engaging and impactful as possible? I’ve got some hard-earned advice on that front, plus tips for five essential board slides — optimized for leaders in B2B, software-as-a-service companies — that will help you deliver and preserve a great presentation. Your conscience.

Size matters – and so does consistency

I’ve been a part of company board meetings where the deck was 30 slides, and I’ve also been in meetings where the deck would be over 150 slides. You’ll need to figure out what level of detail is right for your outfit, but my general rule is to cut your slides until it hurts the narrative of the deck.

- Advertisement -

You should also strive for consistency. You’ll want to distribute the same set of metrics and details at each quarterly meeting so that directors and executives can do an apples-to-apples comparison of key data.

One caveat: the world is evolving and the idea of ​​”collaborative data” is flourishing. As businesses develop and new models such as consumption- or payment-based pricing become more common, you may need to adjust some metrics over time, especially if you are a B2B SaaS company.

deliver the goods

From a distribution point of view, I’ll share some thoughts.

The first is quite famous: don’t render slides; Present the story Board members are adept at thinly slicing through data and writing down their questions ahead of time. Don’t feel the need to present every nuance around your data – get to the point.

The second piece of advice here is to look ahead. First-time attendees to board meetings often lean toward a look back at the past, which is probably not where you should be focusing most of your energy. Read through your presentation and see how much focus on the past versus the future.

The majority of your deck should have a picture of what you are going to do, not what happened. The board has received a board flash from the CEO right after the quarter closes and has now read the deck. What you have come here to do is share the adjustments you are making to grow the business.

Lastly: create an appendix. This allows your content – ​​new initiatives, market-going strategies and changes in product themes – to stay front and center and not be bogged down by too much data. But having an addendum still allows the board to see more detailed, quarter-by-quarter changes.

Focus on these five, important slides

I traditionally build my “talk time” around five revenue-focused slides during a board presentation. Some versions of these slides have been in my board deck for the past decade. These are data-rich slides, so again, be prepared to discuss the story they’re telling, not the data.

For example, your board members will notice if your sales momentum is picking up and your average selling price is trending down. They can see this in your numbers, so you need to explain why this is happening.

Slide #1: Headline Reel

Following the cover page and agenda, I think every deck should start with the headline reel: The major results of what you achieved last quarter. Whether your quarter is good or bad, don’t search the board through the deck to find the details.

- Advertisement -

Stay on top - Get the daily news in your inbox

Recent Articles

Related Stories