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3 reports are drafted and waiting on you — start with the Verdant Health QBR.
  • Verdant Health QBR — review first. Fully drafted; check the account-health section, since usage is down 34% this quarter.
  • Monthly Board Update — due in 5 days. 6 of 8 sections complete.
  • Investor Email — ready to send.
PDF
Verdant Health · Q2 QBR
Auto-drafted by RON using your Customer QBR Template.pdf
Due May 7 · 12 days
All sections drafted · review the account-health section first — usage is down 34% this quarter
100%
PPTX
Monthly Board Update — April 2026
Auto-drafted by RON using your Q1 Board Deck.pptx
Due Apr 30 · 5 days
6 of 8 sections complete · 2 need your input (Hiring update, Q&A prep)
75%
DOCX
Monthly Investor Email — April 2026
Auto-drafted by RON using your Investor Update Template.docx
Due May 1 · 6 days
All sections drafted · ready for review and send
100%
Monthly Board Update — April 2026
Editing slide 5 of 8 · using Q1 Board Deck.pptx · auto-saved 12s ago
1
Acme Industries
Board Update
April 2026
Cover
2
Executive Summary
▪ Strong NRR
▪ Pipeline soft
▪ Verdant risk
Exec Summary
3
ARR & Growth
$8.4M ARR
+22% YoY
ARR & Growth
4
Retention
NRR 117%
GRR 94%
NRR / GRR
5
Pipeline
2.8× coverage
Win rate 38%
Pipeline
6
Risks
Verdant churn
signal
Risks & mitigation
7
Hiring
Needs your
input
Hiring update
8
Q&A Prep
Needs your
input
Q&A prep
Slide 5 of 8 · Pipeline
Board Update · April 2026 · p.5
Pipeline & Sales Velocity
Coverage softened, win rate down 3 points
Pipeline Coverage
2.8×
▼ −0.4× vs Q1
Win Rate
38%
▼ −3 pts
New ARR · QTD
$420K
▲ +12% MoM
Avg ACV
$72K
▲ +8% YoY
What's behind the numbers
  • Pipeline coverage at 2.8× is below our 3.0× minimum. Late-stage slippage drove the drop, not top-of-funnel weakness — top-of-funnel volume is healthy.
  • Win rate fell 3 points to 38%. 7 of 11 closed-lost this quarter went to "no decision" — champions couldn't mobilize budget. Channel-sourced deals continue to win at 47%.
  • ACV is up 8% — better mid-market discovery + favorable mix shift. Healthy underlying motion despite headline win-rate softness.
Action being taken: Adding stage-4 economic-buyer gate to opportunity process this quarter; Helix & Brightpoint deals (combined $204K) being personally worked by leadership before quarter-end.