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Starboard Value · conference-presentation

Salesforce, Inc. (CRM)

14 pages · 5 arc beats · 3 loops

Conference-Presentation Download JSON
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Salesforce, Inc. (CRM)

Starboard Value · 2024-10
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 14 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Humble Origins 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Early Struggles 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides · 3 hits The Breakthrough 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 50% 1/2 slides Rising Success 4 slides 100% 4/4 slides 100% 4/4 slides · 36 hits
— 0/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides 25% 1/4 slides Ultimate Achievement 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
— 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides 33.3% 1/3 slides

Slide inventory

14
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
other
Open slide detailBeat · Humble Origins
03
The slide uses a callback to a previous presentation to establish credibility and continuity in their investment thesis.cite_precedent
Open slide detailBeat · Humble Origins
04
Uses the 'Rule of 40' / 'Rule of 50' framework for SaaS performance benchmarking.compare_peers
Open slide detailBeat · Early StrugglesLoop · Benchmark Gap
05
The slide uses a dashed green arc to visually emphasize the margin expansion relative to prior consensus estimates.analyze_data
Open slide detailBeat · Early StrugglesLoop · Before After
06
The chart uses a stacked bar approach to show the components of the Rule of 50 metric.compare_peers
Open slide detailBeat · The BreakthroughLoop · Before After
07
The slide uses a callout to emphasize the 99% growth figure.summarize
Open slide detailBeat · The Breakthrough
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).compare_peers
Open slide detailBeat · Rising Success
09
The slide uses a central hub-and-spoke diagram to show the integration of Data Cloud, Customer 360, and various agent types.present_solution
Open slide detailBeat · Rising Success
10
Uses a waterfall-style bridge to show historical improvement and remaining gap to peer median.expose_gap
Open slide detailBeat · Rising Success
11
The slide uses a decision-tree style diagram to illustrate two distinct paths to a target financial outcome.propose_solution
Open slide detailBeat · Rising SuccessLoop · Quick Win Big Bet
12
The chart uses a 'Rule of 50' framework to benchmark performance. Salesforce is highlighted as needing to move up the leaderboard to reach the peer median.compare_peers
Open slide detailBeat · Ultimate AchievementLoop · Quick Win Big Bet
13
The chart uses a broken axis for the ORCL bar. The 'Rule of 50' is a common SaaS performance metric.compare_peers
Open slide detailBeat · Ultimate Achievement
14
front_matter
Open slide detailBeat · Ultimate Achievement