Board Reports

Made Simple, Automated

Digital Services

Create value through digitization

Transform Board Meetings:
Spend More Time on Strategy

Board Reports are a critical tool for providing a company's Board of Directors with key insights about the organization and what needs their attention. It is a concise yet comprehensive overview of the business’s performance, strategic objectives, and areas requiring attention by consolidating data into three primary sections — Sales Scorecard, Operations Scorecard, and Finance Scorecard.

Emphasis on Analysis than compiling Reports

The true value of Board Reports lies not just in delivering information but in enabling faster and deeper analysis. With the right structure and focus, Board Reports serve as a time-efficient tool that provides high-impact analysis, allowing organizations to make faster and more strategic decisions for long-term success.

Spot trends early: Recognizing shifts in sales, operations, or financial health before they become critical.
Evaluate risks: Quickly understanding the impact of potential challenges, from supply chain disruptions to financial shortfalls.
Make data-driven decisions: Focusing on actionable insights rather than sifting through raw data.

Some of the out of the box KPIs for each Scorecard of Board Reports

Sales Scorecard

Snapshot of Revenue Activities

Revenue (by Product, by sales rep)
Sales (or Revenue) - new sales vs. renewals (by sales rep)
Revenue Actuals vs. Forecast Revenue vs. budget (by sales rep, by month)
Revenue variance vs. budget (by sales rep, by month)
Revenue per employee
Revenue vs. count of employees (by department, by month)
Sales Pipeline (by sales reps, by product)
New opportunities (by product, by month, by marketing campaign, by channel, by sales rep )

Operations Scorecard

Overview of Business Efficiency

CAC and supporting metrics (by month)
LTV (by customer)
Churn and supporting metrics (by month)
Churn as a % of Revenue
Churn as a % vs. Customer Count
Margin (aggregate and by customer transaction)

Finance Scorecard

Clarity on Financial Health

Cash on hand
Burn rate (runway)
Operating Cash Flow
CapEx vs. Cashflow
OpEx vs. Cashflow
Revenue per month
EBITA
Gross Profit (% of op. rev)
Revenue by Product
Expenses by Department
New Hire by Department (count & percentage)
Quote to Cash cycle time trend by month
Net $ Retention
Net MRR by day or month by new MRR, Expansion MRR, Contraction MRR, Churn MRR (for SaaS companies)

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