Objective
In 10 minutes, produce a CRO-ready ARR narrative for leadership, QBR, or board prep.
Fast Workflow
- Open
/revenue-intelligenceand set a trailing period. - Read Revenue State Summary to identify stage and primary constraint.
- Validate engine mix in the donut and type cards: New Business, Renewals, Expansion.
- Check NRR. If unavailable, treat it as a data/renewal coverage fix.
- Open Gap to Target and identify the largest p50 ARR gap.
- Review Trends and What Changed to confirm momentum.
- Commit top 2 actions from Action Center v2 with owner + timeframe.
Board-Ready Output (60 Seconds)
- Stage: where growth is currently anchored.
- Quality: NRR and confidence status.
- Gap: largest ARR lift required to reach p50.
- Plan: two owned actions with timing and impact range.
Decision Rules
- If expansion mix and NRR are both below target, prioritize retention and expansion execution first.
- If renewal mix is weak, fix renewal process discipline before scaling acquisition spend.
- If new business dominates at a later stage, rebalance toward expansion readiness.
- If confidence is low, fix data quality before strategic reallocation.
CRO Meeting Script
- What stage are we in and is this appropriate for our ARR band?
- What changed since the last period and does it represent trend or noise?
- What is the largest ARR gap to p50 and what is the economic size of that gap?
- Which two actions close it fastest and who owns them?
- What review date will we use to verify movement?
Common Pitfalls
- Using forward-looking windows for ARR mix interpretation.
- Treating single-period movement as a stable trend.
- Ignoring confidence warnings and data limitations.
- Taking actions without explicit owners and review dates.
Quick Fixes When Confidence Is Low
- Complete missing opportunity type classification.
- Ensure Closed Won deals have valid amount values.
- Improve renewal opportunity tracking quality.
- Re-run review after hygiene fixes are complete.
Next Step
For full interpretation and operating cadence, use the ARR Growth Engine: Feature Guide.