Deliverable
PPTXOne PowerPoint chart book.Data Pack
An 80+ page PPTX chart book for customer-revenue diligence.
The Wysdome Data Pack is a page-by-page PowerPoint deliverable with graphical breakdowns, matrices, correlations, and plain-English trend explanations for diligence review.Deliverable definition
One chart-book deliverable, defined as a PPTX.
The Data Pack is the presentation layer for customer-revenue diligence. It is designed for review meetings, lender or IC discussion, board updates, buyer Q&A preparation, and management analysis.Length
80+Pages organized by revenue, customer, product, cohort, segment, and trend views.Purpose
ReviewBuilt for diligence, IC, lender, board, buyer, and management discussion.Support
Source basedCharts rely on agreed source files, definitions, and caveats.PPTX structure
The page sequence is organized for diligence review.
Actual page count, section order, and included cuts depend on the agreed scope and the fields available in the client source files.00Cover and scope01Executive summary02Revenue overview03Customer cuts04Product cuts05Cohort views06Geography07Vertical08Channel09Concentration10Retention and churn11Expansion and downsell12Correlations13Matrices14Trend explanations15Appendix
Page types
Representative pages in the PPTX chart book.
Data Pack pages should make the customer-revenue story easier to review without hiding source limitations or metric assumptions.Revenue movement pages
Pages explain beginning revenue, new customer revenue, expansion, cross-sell, downsell, churn, and ending revenue using agreed metric definitions.
Customer concentration pages
Pages show top-customer exposure, customer tiering, long-tail revenue distribution, and segment-level concentration patterns.
Retention and cohort pages
Pages show retention, churn, cohort behavior, and customer movement by the periods and segments supported by the source data.
Correlation and matrix pages
Pages organize customer, product, geography, channel, cohort, and segment relationships into reviewable matrices and chart views.
Scope boundary
The Data Pack page refers only to the PPTX deliverable.
Customer Cube workbooks, consulting decks, buyer Q&A files, and definitions workbooks can support a broader engagement, but they are not the Data Pack itself.Data Pack scope
The Data Pack is a PPTX deliverable.
It is not the Customer Cube workbook.
It is not a consulting or strategic findings deck unless that work is separately scoped.
It depends on agreed source files, definitions, caveats, and review comments.
Delivery policy
Delivery, naming, and version control are explicit.
First-pass Data Pack delivery is targeted within 5 business days after Wysdome receives complete source data, a signed engagement letter, agreed NDA coverage, and source-file access that is usable without material remediation.Delivery controls
Delivery method: agreed secure link, secure portal, encrypted email, or encrypted transfer method; public email is for non-confidential coordination only.
Naming convention: Wysdome_[TargetOrProjectCode]_Data_Pack_v##_[YYYY-MM-DD].pptx.
Version control: v01 is first-pass PPTX delivery; v02+ are revised PPTX deliveries after agreed review comments.
Source changes: new source files after first-pass delivery may require regenerated pages and a new version.
Scope note: the Data Pack is the PPTX chart-book deliverable; Customer Cube workbooks and Consulting decks are separate deliverables when scoped.