{
  "docId": "019dd923-5eff-723e-9be5-1309376a6a70",
  "docSlug": "936e98b4587c5d4f",
  "documentTitle": "2023 Investor Day",
  "authorId": "Samsara",
  "authorName": "Samsara",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 54,
  "pageCount": 71,
  "prevPage": 53,
  "nextPage": 55,
  "slideType": "market_landscape",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 15,
  "notes": "The slide uses a combination of quantitative ARR data and qualitative 'Top-10' market penetration metrics to demonstrate platform versatility.",
  "elementsJson": [
    "donut_chart",
    "photo",
    "headline_text"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be5-1309376a6a70/54",
  "deckHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70#slide-54",
  "components": [
    {
      "bbox": {
        "h": 0.5,
        "w": 0.45,
        "x": 0.07,
        "y": 0.3
      },
      "kind": "chart",
      "text": "ARR by Industry",
      "attrs": null,
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15f17204-d065-49fa-a817-ec35c3a92563",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 1,
        "w": 0.43,
        "x": 0.57,
        "y": 0
      },
      "kind": "image",
      "text": "6 panels showing industry examples (Waste, Construction, Chemical, Transportation, Groceries, Wholesale)",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "93bc1d0e-9604-4869-af91-01a58a20e84e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "ARR by Industry: 22%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7daf-731c-89c2-738020fcf94e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.45,
        "x": 0.07,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Figures as of Q1 FY24. Percentages may not add up to 100% due to rounding. 1 See Appendix for methodology. Top-10 benchmarking pulled from Transport Topics.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8ea4b849-fba9-4e0d-b2c0-07c86add7988",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.12,
        "y": 0.08
      },
      "kind": "title",
      "text": "Horizontal platform serving diversified industries",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2fe9f0d9-53d6-42bb-a956-f5c66f1f1d60",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Social Proof",
      "slug": "social-proof",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019de950-4620-7718-a9b8-afa6b42d1629",
      "evidence": "Top-10 industry penetration logos",
      "confidence": 70
    },
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "2fd216a2-5efc-4541-a738-1057327fa95b",
      "evidence": "chart/donut showing ARR by Industry",
      "confidence": 0.5
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de950-45f7-73dc-a05b-4653b5102f40",
      "evidence": "Donut chart for industry revenue distribution",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 64,
      "from": 46,
      "beatId": "019de950-3690-716a-b3f4-6c719378c1ca",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": null,
      "evidence": "ARR scale, peer funnel, multi-product adoption, expansion case study, unit economics.",
      "position": 4,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 64,
      "from": 46,
      "beatId": "019de950-386b-7598-ba2e-a76ca0fe68e2",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": null,
      "evidence": "$850M+ ARR, 41% growth, LTV:CAC >8x, 59pp margin gain.",
      "position": 9,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 60,
      "from": 53,
      "name": "Build Up",
      "slug": "33-build-up",
      "bestFor": "Pricing justification, cost estimation, market sizing",
      "matchId": "019de950-3a10-77a5-ac0d-eb0ca7835a39",
      "evidence": "p53 lists 5 reasons; industry diversification; $117B TAM; large customers; multi-product; expansion waterfall.",
      "position": 9,
      "objective": "Build the case for durable growth from market, mix, and expansion components",
      "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total",
      "confidence": 74,
      "description": "Start from zero and add components to arrive at a total"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}