---
title: "Pilot results report template — before/after metrics, trend chart and dollar impact | Naimi"
description: "A pilot or proof-of-concept results report template: live before-and-after metrics, a weekly trend chart, the dollar impact and rollout recommendations. Numbers adjust on the call and land on the client’s card."
url: https://naimi.ai/templates/pilot-results-report
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Pilot results report**

presentation · Report

# Pilot results report template

The report that closes a pilot and opens the full contract: before/after metrics as live fields, the trend as a chart, the money in dollars, and the rollout plan — with the final numbers saved to the client’s profile.

[Start with this template→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/summit-gear-co-40f2e6)

For [SaaS & tech](https://naimi.ai/templates?industry=saas) · [IT services](https://naimi.ai/templates?industry=it-services) · [Consulting](https://naimi.ai/templates?industry=consulting) · [Customer success](https://naimi.ai/templates?team=customer-success) · [Sales](https://naimi.ai/templates?team=sales)

what’s inside

## 5 slides, 3 personalized fields, and what happens on the page.

Engraving — copperplate engraving, indigo ink on cream laid paper, Prata display type.

### Slides

1.  Pilot results
2.  Before and after metrics
3.  Trend
4.  Dollar impact
5.  Takeaways and recommendations

### Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

-   Client company
-   Pilot period
-   Account owner

### On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

-   Metrics as live fields: adjust a number on the call and the chart and the dollar impact recalculate
-   Final values promoted to the client card
-   Trend chart drawn in the template — no charting library

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

## From this template to a client’s link.

1.  ### Make it yours
    
    Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
    
2.  ### Personalize per client
    
    Fill the fields for a real client the way the example was filled for Summit Gear Co: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
    
3.  ### Send one link
    
    The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.
    

faq

## About this template.

**Why are the metrics editable on the page?**

Because pilot numbers get challenged in the meeting. Change the input in front of the client and the trend and dollar impact follow; the values you end on are saved.

**Can the client see it without a login?**

Yes. It is a web link; opens and view time are reported to you. Export a PDF when procurement asks for a file.

**Does it work for other pilots?**

The metric names and the dollar formula are template content — Studio or your agent swaps them for your pilot’s KPIs.

more templates

## Close to this one.

- [Quarterly business review](https://naimi.ai/templates/quarterly-business-review) — Report · 6 slides: Data-forward QBR: KPI grid, trend chart, wins and risks, next-quarter plan. [Preview](https://app.naimi.ai/harbor-main-home-goods-589807)
- [Case study — customer story](https://naimi.ai/templates/customer-case-study) — Case study · 5 slides: A customer-success story with a personalized projection of the client’s own numbers. [Preview](https://app.naimi.ai/summit-gear-co-a40c05)
- [Service proposal — Swiss mono](https://naimi.ai/templates/service-proposal) — Proposal · 5 slides: Universal service proposal in a Swiss typographic style: staged pricing and terms. [Preview](https://app.naimi.ai/ridgeline-outfitters-7330bd)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime