# OKR‑Metric Investor Board‑Pack

## 1️⃣ Overview & Navigation  
Welcome to the **OKR‑Metric Investor Board‑Pack** – a ready‑to‑use Notion workspace that ties your quarterly Objectives & Key Results (OKRs) directly to live SaaS‑metric KPIs and generates a single‑click, investor‑ready board‑pack.  

> 💡 Tip: Bookmark the **Investor Board‑Pack** page in your sidebar for instant access during board meetings.

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## 2️⃣ Quarterly OKRs Database  
This database captures every Objective, its Key Results, owners, and the KPI each KR is tied to.

| Objective | Key Result | Owner | Quarter | Status | Target Metric (Relation) | Confidence % |
|-----------|------------|-------|---------|--------|--------------------------|--------------|
| Grow ARR to $12M | Close $1.5M new ARR | Alice Lee | Q3 2024 | 🟡 In‑Progress | **New ARR** | 70 |
| Reduce churn to <5% | Decrease churn to 4.8% | Bob Kim | Q3 2024 | 🟢 On‑Track | **Churn Rate** | 85 |
| Improve product adoption | Increase MAU by 20% | Carla Ng | Q3 2024 | 🔴 At‑Risk | **Monthly Active Users** | 45 |
| Boost NPS to 55 | Achieve NPS 55+ | Dan Patel | Q3 2024 | 🟡 In‑Progress | **Net Promoter Score** | 60 |

> 💡 Tip: Use the **Status** emoji to get an at‑a‑glance health indicator on your OKR board view.

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## 3️⃣ SaaS Metrics Dashboard  
All core SaaS KPIs are tracked here, refreshed automatically via your preferred integration (e.g., Zapier, Make, Notion API).

| Metric Name | Current Value | Target Value | Trend (30 d) | Last Updated | Owner |
|-------------|---------------|--------------|--------------|--------------|-------|
| New ARR | $1.2 M | $1.5 M | 📈 Up 12% | 2024‑06‑25 | Alice Lee |
| Churn Rate | 5.3% | <5% | 📉 Down 0.5% | 2024‑06‑24 | Bob Kim |
| Monthly Active Users | 48 k | 58 k | 📈 Up 8% | 2024‑06‑25 | Carla Ng |
| Net Promoter Score | 48 | 55 | 📈 Up 4 pts | 2024‑06‑23 | Dan Patel |
| Gross Margin | 78% | 80% | 📉 Down 1% | 2024‑06‑22 | Finance Team |

> 💡 Tip: Connect this table to your analytics tool via Notion’s API to keep **Current Value** and **Last Updated** truly live.

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## 4️⃣ OKR‑Metric Mapping (Relation & Rollup)  
A hidden helper view that links each Key Result to its driving KPI and rolls up the latest metric value.

| Key Result | Target Metric (Relation) | Metric Value (Rollup) | Gap to Target |
|------------|--------------------------|-----------------------|---------------|
| Close $1.5M new ARR | New ARR | $1.2 M | -$300 k |
| Decrease churn to 4.8% | Churn Rate | 5.3% | +0.5 pp |
| Increase MAU by 20% | Monthly Active Users | 48 k | -10 k |
| Achieve NPS 55+ | Net Promoter Score | 48 | -7 pts |

> 💡 Tip: Use a **Formula** property to automatically calculate **Gap to Target** (e.g., `prop("Target Metric").Current Value - prop("Target Value")`).

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## 5️⃣ Investor Board‑Pack View  
A single page that pulls in live data for a polished, investor‑ready presentation.  

**Components (linked views):**  

1. **OKR Summary Table** – filtered to the current quarter, grouped by **Status**.  
2. **KPI Snapshot Gallery** – each card shows the metric name, current value, trend icon, and a mini‑chart (use Notion’s built‑in chart embed).  
3. **Gap Analysis Table** – the **OKR‑Metric Mapping** view with a conditional color‑coded **Gap to Target** column (red = negative, green = on target).  
4. **Narrative Section** – a pre‑filled text block with placeholders (`{{Quarter}}`, `{{Total ARR}}`, etc.) for quick copy‑paste into investor decks.

> 💡 Tip: Turn the **Investor Board‑Pack** page into a **Full‑Page** view and set the page’s **Cover** to your company logo for a professional look.

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## 6️⃣ Automation & Refresh Guide  
1. **Data Pull** – Set up a weekly Zapier/Make scenario that reads from your billing, analytics, and support tools and updates the **SaaS Metrics Dashboard** rows via the Notion API.  
2. **Status Sync** – Add a Notion formula on the OKR table: `if(prop("Metric Value (Rollup)") >= prop("Target Value"), "🟢 On‑Track", if(prop("Metric Value (Rollup)") < prop("Target Value") * 0.9, "🔴 At‑Risk", "🟡 In‑Progress"))`.  
3. **Board‑Pack Refresh** – The **Investor Board‑Pack** page automatically reflects the latest data; no manual copy‑pasting needed.  

> 💡 Tip: Enable **Page History** on the board‑pack page to revert any accidental changes before a board meeting.

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## 7️⃣ How to import into Notion  
1. **Create a new Notion page** in your workspace where you want the template.  
2. Click the three‑dot menu → **Import** → select **Markdown & CSV**.  
3. Upload this `.md` file. Notion will create the page hierarchy and all tables as **inline tables**.  
4. For each table:  
   a. Click the table → **Convert to Database** → choose **Table – Full Page** or **Table – Inline** as preferred.  
   b. Add the appropriate **Relation** properties (e.g., link **Key Result** to **Target Metric**).  
   c. Add **Rollup** and **Formula** columns as described in sections 4‑6.  
5. Duplicate the **Investor Board‑Pack** page, then set it to **Full‑Page** and enable **Share → Public link** (optional) for investor distribution.  
6. (Optional) Connect your data pipelines (Zapier/Make) using the Notion API token found in **Settings & Members → Integrations**.  

Your OKR‑Metric Investor Board‑Pack is now live and ready for quarterly planning, execution, and investor reporting—all with a single click. 🚀