Free SaaS Board Update PowerPoint Sample & Checklist

Free SaaS Board Update PPTX

6 EDITABLE SLIDES · PPTX DOWNLOAD · NO EMAIL REQUIRED

Six editable slides: a fictional ARR example, retention chart and three blank working pages. Plus a printable 16-point preparation checklist.

Download free PPTX (ZIP)

Microsoft PowerPoint · PPTX + README + license · Manual data updates

Free editable SaaS board update sample

Download a six-slide PowerPoint working sample with a fictional ARR example, a native editable chart and three blank preparation pages. No checkout or email signup required.

Download the free PowerPoint sample (ZIP)

What is inside?

  • A fictional quarterly ARR reconciliation and opening-cohort retention example.
  • Three blank working pages for your ARR bridge, retention definition and board decision brief.
  • Native editable table cells, one chart with embedded data, notes on all six slides, a README and a free-use license.

How to use it: extract the ZIP, open the PPTX in Microsoft PowerPoint, read the example and duplicate the blank pages. Replace bracketed fields and verify calculations in your source workbook. Table cells do not calculate automatically. Chart values and commentary need separate manual updates.

Free versus paid: this six-slide sample helps you prepare the ARR, retention and decision sections. The paid SaaS board update kit includes a complete 15-slide fictional report, a matching 15-slide working template and a three-sheet Excel data-preparation tool. It also covers operating results, cash/runway, sales funnel, activation, renewal risks and forecast cases. The Excel tool calculates core metrics and records sources; transfer to PowerPoint remains manual.

Follow the worked case walkthrough to see why closing ARR of $6.50M can coexist with quarterly net retention of 99.2%. All example data is fictional.

See the actual PowerPoint pages

These are previews from the six-slide download, shown at their full landscape aspect ratio. Select an image to open the full-size preview.

Slide 2 of the free SaaS board update sample: fictional quarterly ARR reconciliation from 6.00 to 6.50 million dollars
Slide 2 — worked example. All figures are fictional, in USD millions.
Slide 4 of the free PowerPoint sample: blank ARR bridge working page with signed amounts and evidence owner fields
Slide 4 — blank working page. Replace bracketed fields; verify the reconciliation externally.

Download these editable slides (ZIP)

Company: ____________________   Period: ____________________
Prepared by: ____________________   Review date: ____________________

16-point SaaS board update preparation checklist

1. Scope and definitions

☐ Period, currency and entity scope are consistent.

☐ Each metric has a source, extraction date and responsible owner.

☐ Definition or cohort changes appear beside comparisons.

2. Revenue and retention

☐ Opening ARR plus positive and negative movements equals closing ARR.

☐ Actual and plan movements use comparable definitions.

☐ New customers stay outside the opening-cohort retention calculation.

☐ Retention labels state the cohort and time period.

☐ ARR and recognized revenue appear as different measures.

3. Cash and decisions

☐ Cash movements reconcile to the closing balance.

☐ Historical current-burn runway is separate from the cash forecast.

☐ New spending appears in the relevant cash assumptions.

☐ Every decision has evidence, alternatives, an owner and a review date.

4. File and circulation

☐ Chart data, tables, titles and commentary agree after editing.

☐ Each page has been visually reviewed in the intended application.

☐ Fictional examples have been replaced before external circulation.

☐ Recipients and permissions fit the sensitivity of the material.

Open issue / owner / deadline: __________________________________________________
____________________________________________________________________________

Print this checklist: use your browser’s Print command or save it as a PDF. No email registration is required.

Need the worked examples? Read the SaaS board update guide for ARR, retention and cash checks.

Before you download

Is this a complete free board deck?

No. This is a six-slide preparation sample: an introduction, two worked example pages and three blank working pages. Use it to test the editing workflow and prepare the ARR, retention and decision sections of your board update.

Can I edit the chart and use the blank pages?

Yes. Open the PPTX in Microsoft PowerPoint, edit the native chart data and duplicate the blank pages. Table values do not calculate automatically. Reconcile your figures in your source workbook, then update the slides and commentary separately.

Do I need an account or email address?

No. The ZIP downloads directly from this page. It contains the PowerPoint file, a README and a license.

May I use it for a client presentation?

You may customize it for your own business or client presentations under the included license. You may not resell or redistribute the source template as a competing product. All example figures are fictional.

Free to use for your own preparation and customized client work. Do not resell or redistribute this source as a competing template. This checklist does not include the paid presentation source.

View the editable board update deck · License · vividreams915@gmail.com