Ledgerly brand coloursInk #1B2A41 (text and headlines). Teal #0F8B8D (the primary brand colour: accents, charts, on-track items). Amber #F2A541 (only for items that are at risk or missed; never decorative). Mist #E8EEF2 (backgrounds, table rules). White #FFFFFF. No other colours, no gradients. Body text at least 18px.
Q3 OKRs (Finance sheet, final)1. New ARR: target $2.40M, actual $2.61M (109%). 2. Net revenue retention: target 108%, actual 101.3% (Q2: 106.0%). 3. Activation: 45% of new sign-ups send a first invoice within 7 days; actual 38% (Q2: 36%). 4. Payments reliability: 99.95% target, actual 99.91% (one incident: 2 September, 4 hours of degraded payments during the card-fraud response).
What moved NRRPricing moved from per-seat to usage-based on 1 September. Three of the top 20 accounts downgraded in September (−$540k ARR combined), citing the new pricing. Harbor & Co ($310k ARR) churned to a competitor, citing no bulk invoicing. The Customer Success dashboard shows NRR at 102%, because it excludes churned customers under $5k ARR; Finance's 101.3% is the figure the board sees.
LaunchesBulk invoicing: promised for 12 October, now 26 October (23 October at best), because Payments paused the batch-send API during the card-fraud incident. The 14 October customer webinar (1,100 registered) has been moved to 28 October. AI-drafted support replies: live on the three non-billing queues since 21 September; median first-response time down 41%. Billing queue waits for updated pricing data and a refund-language block; eval re-run due 20 October.
CustomersNPS: 34 (Q2: 41). 62% of detractor comments mention the pricing change. 20 of the top 50 accounts renew in Q4, worth $2.1M ARR; Customer Success rates 7 of them ($900k) at risk, all citing pricing.
Team and budgetHires: 9 of 14 planned; two senior engineers left Payments in August (both regretted). Spend: 4% under budget, mostly the unfilled roles.
Decisions the exec team needs to make(a) Whether to hold the top-20 accounts on their old pricing for six months: Finance estimates it costs $420k of ARR this year; Customer Success thinks it protects most of the $900k at risk. (b) Whether to move two engineers from Growth to Payments until bulk invoicing ships, which the Payments lead says would secure 23 October; Growth would pause the activation experiments for six weeks.
Draft headline from the VP of Sales“Record quarter: best-ever new ARR, 109% of target.” (She'd like the deck to open with it.)