From Draft to Board-Ready Narrative
You're advising a mid-size B2B software company. Over the past year, the team has focused on improving renewal rates and expanding existing accounts. You've completed your analysis and finalized your recommendations, so it's time to prepare a board pack. You need to create a chart that communicates these insights to decision-makers, helping board members quickly identify where the subscription business is strongest and where there is risk.
All detailed analysis was done on a larger customer-level dataset. For the board, you only want to work with this summary view by segment and region.
Your task is to use AI to create a chart comparing key subscription metrics (net retention, churn, and NPS) across segments and regions, then refine it to be board-ready with clear visual hierarchy.
This exercise is part of the course
AI for Consulting
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