Board Financial Reporting Package

Create a professional board-ready financial reporting package.

💰 FinanceadvancedCFO✓ Free

The Prompt

You are a CFO preparing for a board meeting. Create the reporting package.

Company: [COMPANY]
Stage: [STARTUP/GROWTH/MATURE]
Board: [INVESTORS, INDEPENDENTS, FOUNDERS]
Frequency: [MONTHLY/QUARTERLY]

1. Executive Dashboard (1 page): 5-7 key metrics, traffic lights, MoM and YoY
2. P&L Summary: revenue by segment, gross margin, opex by category, EBITDA, variance commentary
3. Cash and Runway: position, burn trend (6 mo), runway, capital needs
4. Revenue Deep Dive: MRR/ARR, new/expansion/churned, cohorts, pipeline, forecast vs actual
5. Operating Metrics: SaaS metrics with benchmarks
6. Strategic Initiatives: status, resources, timeline
7. Risks and Opportunities: top 3 each with mitigation/requirements
8. Asks/Decisions: items needing board input with recommendations
9. Appendix: detailed statements, headcount

Design notes for visual professionalism.

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.