Traction Report Template

Traction Report Template: a polished, practical template for startups & fundraising work.

Template preview

A clean, editable document structure ready for your details.

Traction Report

Reporting period

[Cohort definition and date range]


Headline movement

[Metric calculation and source]


Customer and revenue cohorts

[Positive and negative movement explanation]


Product engagement

[Top customer segment by quality]


Retention and expansion

[Experiment or intervention linked to result]


Pipeline and conversion

[Owner and due date for next action]


Drivers and risks

[Drivers and risks: decision, evidence, owner, constraints, and next action]


Next actions

[Next actions: decision, evidence, owner, constraints, and next action]


Measurement and Ownership

Measure or deliverable Baseline or input Target or acceptance condition Source Owner Review date
[New logos] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[ARR/MRR] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Activation] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Gross retention] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Net retention] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Conversion rate] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]
[Pipeline coverage] [Current state] [Target or acceptance condition] [System or evidence source] [Accountable role] [Date]