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Board Reports

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Digital Services

Create value through digitization

Transform Board Meetings:
Spend More Time on Strategy

Board reports are a key tool for giving a company’s Board of Directors clear insights into how the business is doing and what needs attention. In short, they provide a concise but complete view of performance, progress on strategic goals, and key risks. To do this, they pull important data into three main sections: Sales Scorecard, Operations Scorecard, and Finance Scorecard. As a result, board members can review results quickly, spot issues early, and make better decisions.

Emphasis on Analysis Over 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 become a time-efficient tool. As a result, they provide high-impact analysis and help organizations make faster, more strategic decisions for long-term success.
  • Spot trends early by recognizing shifts in sales, operations, or financial health before they become critical.
  • Evaluate risks by quickly understanding the impact of potential challenges, from supply chain disruptions to financial shortfalls.
  • Make data-driven decisions by focusing on actionable insights rather than sifting through raw data.
Out-of-the-Box KPIs for Each Scorecard in Board Reports
Below are common KPIs you can include in each scorecard. In addition, these KPIs help teams review performance quickly and stay aligned.

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 )
Read More about Sales Scorecard

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)
Read More about Operations Scorecard

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)
Read More about Finance Scorecard

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