Executive Reports

Executive reports provide YeboLearn's leadership and board with concise, strategic insights into company performance. These reports focus on key metrics, strategic decisions, and forward-looking analysis.

Executive Summary Report

Format and Frequency

Frequency: Weekly (Every Monday, 9:00 AM)

Format: Email summary (1 page) + Dashboard link

Recipients: CEO, CFO, CPO, CRO, CMO, Board Observer (optional)

Reading Time: 3-5 minutes

Sample Executive Summary

YeboLearn Executive Summary
Week of November 22-28, 2025

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OVERALL STATUS: 🟢 ON TRACK

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KEY METRICS

Metric                Current    Target     Status    Change
────────────────────────────────────────────────────────────
MRR                   $247K      $250K      🟡 -1%    +$9K WoW
Active Schools        145        150        🟡 -3%    +10 MoM
DAS %                 75%        75%        🟢  0%    +2% WoW
Net Churn             -2.3%      <5%        🟢 +58%   Improving
Platform Uptime       99.94%     99.9%      🟢        No incidents
Pipeline Coverage     3.2x       3-4x       🟢        Healthy

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NORTH STAR METRIC: Active Learning Hours per School

Current:    385 hours/school/month
Target:     800 hours/school/month
Progress:   48% ████████░░░░░░░░
Trend:      +5.3% from last month (improving)

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TOP 3 WINS

1. 🎉 Two Enterprise Upgrades: Maplewood High and Cedar Grove
   Academy upgraded from Professional → Enterprise
   Impact: +$9,000 MRR expansion revenue

2. 💪 Platform Stability: 99.94% uptime achieved (above SLA)
   Zero critical incidents this week
   Impact: Customer satisfaction remains high

3. 📈 Strong Demo Pipeline: 32 demos completed this week
   8 proposals sent, 3 deals in final negotiation
   Impact: Healthy Q1 2026 pipeline building

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TOP 3 CONCERNS

1. ⚠️ New School Acquisition Below Target: 13 vs 15 target
   Root cause: Holiday slowdown, marketing lead volume down
   Action: Launch year-end campaign, accelerate 5 warm leads
   Owner: CRO + CMO | Due: Dec 15

2. ⚠️ Essentials Tier Engagement Low: Only 52% DAS
   Root cause: Limited feature discovery, weaker onboarding
   Action: Implement enhanced onboarding for Essentials tier
   Owner: CPO | Due: Jan 15

3. 🔴 Customer Support Backlog: 48 open tickets (up from 35)
   Root cause: Holiday queries + 2 product bugs
   Action: Hire temp support (2 weeks), fix bugs by Friday
   Owner: CPO + CEO | Due: Dec 1 (urgent)

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WEEK AHEAD PRIORITIES

1. Close 3 Enterprise deals currently in negotiation ($13.5K MRR)
2. Launch "New Year Planning" email campaign (target: 150 MQLs)
3. Ship auto-grading improvements (reduces support tickets)
4. Complete quarterly board deck (due Wednesday)
5. Finalize 2026 hiring plan (present to board)

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DECISIONS NEEDED

• Budget Approval: Q1 marketing budget increase ($10K → $14K/mo)
  Rationale: Scale successful email and LinkedIn campaigns
  Board vote required: Yes
  Deadline: Dec 10 (before campaign launch)

• Hiring: Enterprise AE role (accelerate from Q2 to Q1)
  Rationale: Strong Enterprise pipeline, current team at capacity
  Board vote required: No (within approved headcount)
  Deadline: Start recruiting immediately

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Full dashboards: https://analytics.yebolearn.internal
Questions: Email [email protected]

Monthly Business Review (MBR) Deck

Slide-by-Slide Outline

Slide 1: Executive Summary

• Title: "November 2025 Business Review"
• Date and presenter
• Overall status indicator (Red/Yellow/Green)
• 3-5 key takeaways (bullet points)

Slide 2-4: Revenue Performance

Slide 2: MRR Movement Waterfall

MRR Movement Analysis - November 2025

Starting MRR:        $238,000 ████████████████████████
  + New MRR:         +$18,000 ██████
  + Expansion MRR:   +$7,200  ███
  - Contraction:     -$3,600  ██
  - Churn:           -$12,600 █████
Ending MRR:          $247,000 ██████████████████████████

Net New MRR: +$9,000 (3.78% growth)

Slide 3: Revenue by Tier

• Pie chart: MRR composition (Enterprise 22%, Pro 62%, Essentials 16%)
• Table: Schools, ARPU, Growth by tier
• Insights: Professional tier is core revenue driver

Slide 4: Revenue Trends

• Line chart: MRR growth over last 12 months
• Annotations: Key events (product launches, campaigns)
• Forecast: Q4 projection and Q1 2026 target

Slide 5-7: Sales Performance

Slide 5: Sales Funnel

November Sales Funnel

Leads:           420 (100%)     ████████████████████
  ↓ 30%
Qualified:       126 (30%)      ██████
  ↓ 55%
Demo:            69 (16%)       ███
  ↓ 45%
Proposal:        31 (7%)        ██
  ↓ 48%
Negotiation:     15 (4%)        █
  ↓ 87%
Closed Won:      13 (3.1%)      █

Win Rate: 42% (vs 40% target) ✓
Avg Deal: $1,385/mo (vs $1,500 target) ✗

Slide 6: Pipeline Health

• Table: Pipeline by stage, value, weighted value
• Metric: 3.2x coverage (healthy)
• Chart: Pipeline aging (8 stale deals >60 days)
• Call out: Strong Q1 2026 pipeline building

Slide 7: Sales Team Performance

• Table: Rep performance (quota attainment, win rate, avg deal)
• Team attainment: 87% (target: 90%)
• Top performer: Sarah M. (5 schools, 100% quota)
• Action: Coaching plan for Lisa P. (60% quota)

Slide 8-10: Marketing Performance

Slide 8: Marketing Funnel & ROI

• Funnel: Visitors → Leads → MQLs → Customers
• Key metrics: 348 leads, 125 MQLs, 18 customers
• ROI: 7.4:1 blended, 13.5:1 for email (best channel)

Slide 9: Channel Performance

• Table: Spend, Leads, CPL, Customers, CPA, ROI by channel
• Best: Email (13.5:1 ROI), WhatsApp (10.1:1 ROI)
• Opportunity: Scale email and WhatsApp
• Challenge: LinkedIn CPL higher than target ($49 vs $38)

Slide 10: Campaign Highlights

• 3 recent campaigns with results
• "AI Teacher Tools": 142 leads, 52 MQLs, 7 customers, 6.8:1 ROI
• "Webinar Series": 215 attendees, 68 MQLs, 8 customers, 7.2:1 ROI
• December plans: "Year-End Planning" campaign

Slide 11-12: Product Metrics

Slide 11: Engagement Overview

• DAS: 109 schools (75% of base)
• WAU: 11,240 users (1,860 teachers, 9,380 students)
• Feature adoption: 87 schools using 5+ features (60%)
• AI usage: 102 schools using AI weekly (70%)

Slide 12: Feature Performance

• Top 5 features by adoption (table with adoption %, weekly uses)
• Recent launches: Live Collaboration at 47% adoption
• User satisfaction: 4.4/5 average across all features
• Opportunity: Increase Essentials tier feature discovery

Slide 13-14: Financial Review

Slide 13: P&L Summary

November 2025 P&L

Revenue:                    $247,000  (100%)
Cost of Goods Sold:         $54,340   (22%)
Gross Profit:               $192,660  (78%)

Operating Expenses:         $222,000  (90%)
  Sales & Marketing:        $128,000  (52%)
  Product & Engineering:    $68,000   (28%)
  General & Admin:          $26,000   (11%)

EBITDA:                     -$29,340  (-12%)

Path to Break-Even: 3-4 months at current growth

Slide 14: Unit Economics

• CAC: $2,850 (target: <$3,000) ✓
• LTV: $42,500 (target: >$40,000) ✓
• LTV:CAC: 14.9:1 (target: >3:1) ✓
• Gross Margin: 78% (target: >75%) ✓
• Rule of 40: 52% (38% growth + 14% margin) ✓

Slide 15-16: Customer Success

Slide 15: Customer Health

• Health score distribution (Healthy 63%, At-Risk 16%)
• Churn: 5 schools, 3.4% gross, -2.3% net (expansion > churn)
• NRR: 118% (excellent)
• At-risk accounts: 28 schools with intervention plans

Slide 16: Expansion Opportunities

• 8 schools eligible for Essentials → Professional upgrade
• 3 schools eligible for Professional → Enterprise upgrade
• Estimated expansion revenue: $35K MRR opportunity
• CSM outreach plan in progress

Slide 17-18: Strategic Initiatives

Slide 17: Q4 Initiatives Progress

• Mobile app development: 60% complete (on track for Q1 launch)
• Enterprise sales playbook: Complete, being tested
• Referral program: Launched, 6 referrals in first month
• Assessment builder feature: In development, Jan launch

Slide 18: Competitive Landscape

• Win/loss vs competitors (table)
• Competitive differentiation: AI features, ease of use
• Market trends: Increased demand for AI in education
• Positioning: Premium AI-powered platform for progressive schools

Slide 19: Next Month Priorities

1. Close year strong: Target 15 new schools in December
2. Launch "New Year Planning" marketing campaign
3. Complete Q4 board deck and financial close
4. Finalize 2026 hiring plan and budget
5. Ship auto-grading improvements and assessment builder

Quarterly Business Review (QBR) Deck

Board-Level Presentation Outline

Section 1: Executive Overview (Slides 1-2)

Slide 1: Quarter Highlights

• Q4 2025 at a glance
• Key achievements (bullet points)
• Critical metrics dashboard
• Overall status (on track, challenges, wins)

Slide 2: Strategic Snapshot

• Annual goal progress (vs $3M ARR target)
• Market position update
• Team growth (headcount, key hires)
• 3 key decisions for board

Section 2: Financial Performance (Slides 3-7)

Slide 3: Revenue Performance

• ARR: $2.96M (vs $3.0M target, 98% achieved)
• MRR: $247K (up from $180K in Q1, 37% growth)
• Growth rate: 38% YoY (strong)
• 2026 target: $5.0M ARR (67% growth required)

Slide 4: MRR Composition & Trends

• Quarterly MRR trend (bar chart by tier)
• MRR by customer cohort (retention analysis)
• Expansion revenue: 30% of new MRR (target: 25%)
• Geographic distribution (Gauteng 43%, WC 27%, Other 30%)

Slide 5: Profitability & Unit Economics

• Gross margin: 78% (above target)
• CAC: $2,850 (efficient)
• LTV: $42,500 (strong)
• LTV:CAC: 14.9:1 (excellent, industry best)
• Rule of 40: 52% (healthy SaaS)
• Path to profitability: Q2 2026

Slide 6: Cash Flow & Runway

• Cash position: $1.2M
• Monthly burn: $29,340 (improving)
• Runway: 41 months (no fundraising pressure)
• Break-even projection: $275K MRR (3-4 months away)

Slide 7: 2026 Financial Plan

• Revenue target: $5.0M ARR ($417K MRR)
• Hiring plan: +8 people (sales, engineering, CS)
• Budget: $4.8M expenses (controlled growth)
• Profitability: Q2 2026 break-even, profitable by year-end

Section 3: Customer & Revenue (Slides 8-12)

Slide 8: Customer Base Overview

• Active schools: 145 (up from 91 in Q1, 59% growth)
• Customer concentration: Healthy, top 10 = 28% of revenue
• Tier mix: Enterprise 8%, Professional 59%, Essentials 33%
• Target 2026: 250 schools (72% growth)

Slide 9: Cohort Analysis

• Retention by signup cohort (table)
• 12-month retention: 88% (target: 85%+)
• NRR: 118% (expansion exceeds churn)
• Improving trend: Recent cohorts have better retention

Slide 10: Churn Analysis

• Gross churn: 3.4% monthly (acceptable)
• Net churn: -2.3% (expansion > churn, excellent)
• Churn reasons: Budget 40%, Features 20%, Competition 13%
• Mitigation: Payment plans, feature acceleration, differentiation

Slide 11: Expansion Revenue

• Total expansion: $28K MRR (11% of total MRR)
• Tier upgrades: $18,800 MRR (67% of expansion)
• Student growth: $6,200 MRR (22% of expansion)
• Add-ons: $3,000 MRR (11% of expansion)
• 2026 goal: $60K MRR expansion (35% of new MRR)

Slide 12: Customer Success Metrics

• NPS: 58 (excellent for B2B)
• Customer satisfaction: 4.2/5
• Support response time: 18 minutes (target: <30 min)
• Health score: 63% healthy, 21% moderate, 16% at-risk

Section 4: Sales & Marketing (Slides 13-17)

Slide 13: Sales Performance

• Q4 new logos: 54 schools (target: 45, exceeded)
• Win rate: 42% (target: 40%, exceeded)
• Sales cycle: 38 days (target: 30-45 days, on target)
• Avg deal size: $20,400 ARR (target: $22,000, slightly below)

Slide 14: Pipeline & Forecast

• Current pipeline: $3.07M (3.2x coverage for Q1)
• Q1 2026 forecast: 60-65 new schools, $88K new MRR
• Sales capacity: 3.5 FTE AEs (hiring 1 more in Q1)
• Quarterly quota: 15 schools/quarter per AE

Slide 15: Marketing Performance

• Lead generation: 1,044 leads in Q4 (up 12% vs Q3)
• MQL rate: 36% (above target)
• Cost per lead: $28 (efficient)
• Marketing ROI: 7.4:1 (strong)

Slide 16: Channel Strategy

• Best channels: Email (13.5:1 ROI), WhatsApp (10.1:1)
• Scaling: Increase email budget 2x, launch referral program
• Optimizing: LinkedIn (reduce CPL from $49 to $38)
• Testing: Partnership marketing, content syndication

Slide 17: Go-to-Market 2026 Plan

• Sales: Hire 2 AEs (Q1 + Q3), 1 SDR (Q2)
• Marketing: 2x email program, scale LinkedIn, referrals
• Partnerships: Launch school district partnerships
• International: Explore Nigeria, Kenya (H2 2026)

Section 5: Product & Platform (Slides 18-22)

Slide 18: Product Engagement

• DAS: 75% (strong daily engagement)
• WAU: 11,240 users (growing with customer base)
• Feature adoption: 60% use 5+ features (target: 65%)
• AI usage: 70% use AI weekly (target: 75%)

Slide 19: Feature Performance

• Top features: AI Lesson Planner (88%), Quiz Gen (81%), Auto-Grade (77%)
• Recent launches: Live Collab (47% adoption), Student Analytics (50%)
• User satisfaction: 4.4/5 average
• Retention impact: 8+ features = 98% retention

Slide 20: Platform Performance

• Uptime: 99.94% (above 99.9% SLA)
• Load time: 1.8s average (target: <2.0s)
• Error rate: 0.12% (low)
• Scalability: Infrastructure supports 500 schools with no changes

Slide 21: Product Roadmap (Next 6 Months)

• Q1 2026: Assessment Builder, Video Lessons, Mobile App (iOS)
• Q2 2026: Attendance Tracking, Advanced Reporting, API Access
• Strategic themes: Mobile-first, Enterprise features, Ecosystem

Slide 22: User Research & Feedback

• NPS: 58 (up from 52 in Q2)
• Feature requests: 420 collected, top 10 prioritized
• User interviews: 48 conducted in Q4
• Beta program: 15 schools testing new features early

Section 6: Market & Competition (Slides 23-26)

Slide 23: Market Opportunity

• TAM: 15,000 private schools in South Africa
• SAM: 4,500 progressive/tech-forward schools
• SOM: 850 schools achievable by 2028 (19% of SAM)
• Current penetration: 145 schools (3.2% of SAM)

Slide 24: Competitive Landscape

• Direct competitors: Competitor A (market leader), B (feature-focused)
• Competitive win rate: 62% vs Competitor A, 78% vs Competitor B
• Differentiation: AI features, ease of use, South African focus
• Moat: Product velocity, AI expertise, customer intimacy

Slide 25: Win/Loss Analysis

• Win factors: AI (40%), ease of use (27%), ROI (18%)
• Loss factors: Price (29%), competition (24%), budget (19%)
• Trends: AI differentiation strengthening, price concerns stable
• Response: Emphasize ROI, payment plans, AI demos

Slide 26: Market Trends

• AI in education: Growing 35% annually, mainstream adoption
• Remote learning: Permanent shift to hybrid/tech-enabled
• Government funding: Increased edtech budget in SA
• Competition: New entrants, need to maintain product lead

Section 7: Strategic Initiatives (Slides 27-31)

Slide 27: 2025 Strategic Initiatives Review

• Enterprise tier launch: ✅ Complete, 12 customers, $54K MRR
• AI feature expansion: ✅ 6 features launched, 70% adoption
• Regional expansion: ✅ Entered Western Cape, KZN, Eastern Cape
• Platform scaling: ✅ 99.94% uptime, supports 3x current load

Slide 28: 2026 Strategic Priorities

1. Scale Revenue: $3M → $5M ARR (67% growth)
2. Achieve Profitability: Break-even Q2, profitable by year-end
3. Launch Mobile App: iOS Q1, Android Q2
4. Enterprise Growth: 12 → 30 Enterprise customers
5. International Expansion: Enter Nigeria or Kenya (H2)

Slide 29: Organizational Development

• Current headcount: 28 employees
• 2026 hiring plan: +8 people (36 total)
• Key hires: Enterprise AE, Mobile engineer, CSM
• Culture: Maintain high bar, scale thoughtfully

Slide 30: Technology & Innovation

• AI investment: Fine-tune custom models (reduce costs 25%)
• Platform evolution: Mobile-first architecture
• Integrations: Google Classroom, Microsoft Teams
• Security: SOC 2 Type II compliance (Q2 2026)

Slide 31: Risks & Mitigation

• Risk 1: Competition intensifies → Maintain product velocity
• Risk 2: Economic slowdown → Prove ROI, payment plans
• Risk 3: AI costs rise → Fine-tune models, caching optimization
• Risk 4: Key talent loss → Competitive comp, strong culture

Section 8: Financial Projections (Slides 32-35)

Slide 32: 2026 Revenue Forecast

• Q1: $335K MRR (67 new schools)
• Q2: $380K MRR (65 new schools)
• Q3: $410K MRR (50 new schools)
• Q4: $417K MRR (38 new schools)
• Total 2026: 220 net new schools

Slide 33: 2026 Expense Forecast

• Sales & Marketing: $1.8M (38% of revenue)
• Product & Engineering: $1.2M (25% of revenue)
• G&A: $450K (9% of revenue)
• COGS: $1.35M (28% of revenue)
• Total: $4.8M (profitability by Q4)

Slide 34: Scenario Analysis

• Base case: $5.0M ARR (67% growth) - 60% probability
• Upside case: $5.8M ARR (93% growth) - 20% probability
• Downside case: $4.2M ARR (40% growth) - 20% probability
• Mitigations in place for downside scenario

Slide 35: Capital & Fundraising

• Current cash: $1.2M
• Projected runway: Break-even before cash out
• Fundraising plans: No immediate need, optionality for growth
• Series A timeline: H2 2026 (if growth accelerates)

Section 9: Board Decisions (Slides 36-38)

Slide 36: Decision 1 - Marketing Budget Increase

• Request: Increase Q1 marketing budget $10K → $14K/mo
• Rationale: Scale high-ROI channels (email, LinkedIn)
• Expected impact: +20% lead generation, +15 new schools/quarter
• Board vote: Required (budget increase)

Slide 37: Decision 2 - Mobile App Investment

• Request: Allocate $120K for mobile app development
• Rationale: 28% of usage on mobile, growing to 40%+
• Expected impact: Improve retention, enable new use cases
• Board vote: Information only (within approved budget)

Slide 38: Decision 3 - International Expansion

• Request: Explore Nigeria market (pilot 10 schools in H2)
• Rationale: 50K+ private schools, similar needs
• Investment: $50K (market research, pilot program)
• Board vote: Required (strategic direction)

Section 10: Q&A & Next Steps (Slides 39-40)

Slide 39: Key Questions

• Pre-submitted board questions addressed
• Open discussion

Slide 40: Q1 2026 Priorities

1. Execute $88K new MRR target (60+ schools)
2. Launch mobile app (iOS)
3. Achieve break-even (by end of Q1 or early Q2)
4. Complete Series A prep (deck, data room)
5. Hire key roles (Enterprise AE, Mobile engineer)

Report Best Practices

Executive Communication

Lead with Insights:

• ✅ "Sales are up 10% due to strong Enterprise pipeline"
• ❌ "Sales increased from $X to $Y this month"

Use Visual Indicators:

• 🟢 Green: On track or exceeding target
• 🟡 Yellow: Slightly below target, attention needed
• 🔴 Red: Significantly below target, immediate action required

Provide Context:

• Always include target or benchmark
• Show trend (vs last week/month/quarter/year)
• Explain variances >5%

Be Action-Oriented:

• Every concern should have an action plan
• Assign owners and deadlines
• Track action items in next report

Data Visualization

Chart Selection:

• Comparisons: Bar charts
• Trends over time: Line charts
• Composition: Pie charts (use sparingly)
• Relationships: Scatter plots

Design Principles:

• Start Y-axis at zero
• Use consistent colors (green=good, red=bad)
• Label all axes and data points
• Include source and timestamp

Next Steps

• Operational Reports - Daily, weekly, and team-specific reports
• Reports Overview - Full reporting framework
• Business Analytics - Underlying data and metrics