Skill: 1kalin/afrexai-board-reporting (version 1.1.0)

# Board Reporting Framework Generate investor-ready board decks and reporting packages. Covers monthly board updates, quarterly deep dives, and annual reviews with the metrics that actually matter. ## What This Does Transforms raw business data into structured board reporting packages: - **Monthly Flash Report** — 1-page KPI dashboard (ARR, burn, runway, NRR, pipeline) - **Quarterly Board Deck** — 12-slide structure with benchmarks and narrative - **Annual Review** — Full-year performance, strategy retrospective, next-year plan - **Committee Reports** — Audit, compensation, and nominating committee templates - **Board Meeting Prep** — Pre-read package, agenda, consent items, action tracker ## Metrics Framework ### Financial (Required Every Meeting) | Metric | Early Stage | Growth | Scale | |--------|------------|--------|-------| | ARR/MRR | ✅ | ✅ | ✅ | | Burn Rate | ✅ | ✅ | ⚠️ | | Runway (months) | ✅ | ✅ | — | | Gross Margin | ⚠️ | ✅ | ✅ | | Net Revenue Retention | — | ✅ | ✅ | | Rule of 40 | — | ⚠️ | ✅ | | CAC Payback | ⚠️ | ✅ | ✅ | | LTV:CAC Ratio | — | ✅ | ✅ | ### Operational - Logo churn + revenue churn (separate them — boards hate when you hide logo churn) - Pipeline coverage ratio (3x minimum, 4x healthy) - Sales efficiency (Magic Number: net new ARR / S&M spend) - Engineering velocity (ship rate, not story points) - Headcount plan vs actual ### Strategic - Market position changes (wins/losses against named competitors) - Product roadmap delivery rate - Key hire progress - Risk register (top 3, with mitigation status) ## Monthly Flash Report Template ``` COMPANY NAME — [Month] [Year] Flash Report HEADLINE: [One sentence — what happened this month] KEY METRICS ARR: $X.XM (↑X% MoM) MRR: $XXK (↑$XK vs prior) Burn: $XXK (runway: XX months) Cash: $X.XM Customers: XX (+X new, -X churned) NRR: XXX% Pipeline: $X.XM (X.Xx coverage) WINS THIS MONTH - [Customer/deal/milestone] - [Product achievement] CHALLENGES - [Issue + what we're doing about it] ASKS OF THE BOARD - [Specific help needed — intros, decisions, approvals] ``` ## Quarterly Board Deck Structure (12 Slides) 1. **Cover** — Company, date, confidential 2. **Executive Summary** — 3 bullets: what happened, what's working, what needs attention 3. **Financial Overview** — P&L summary, ARR waterfall, burn, runway 4. **ARR Bridge** — New, expansion, contraction, churn (waterfall chart) 5. **Sales & Pipeline** — Win rate, ASP, pipeline coverage, notable deals 6. **Product** — Shipped features, usage metrics, roadmap progress 7. **Customer Health** — NPS/CSAT, churn analysis, expansion revenue 8. **Team** — Headcount, key hires, attrition, culture pulse 9. **Market** — Competitive landscape, market shifts, positioning 10. **Risks & Mitigations** — Top 3-5 risks with status 11. **Strategic Discussion** — The one topic that needs board input 12. **Asks & Next Steps** — Specific board actions needed ## Narrative Rules - **Lead with the bad news.** Boards respect transparency. Burying problems destroys trust. - **Compare to plan.** Every metric needs context: vs budget, vs prior quarter, vs benchmark. - **Skip vanity metrics.** Total signups, page views, "engagement" without definition — leave them out. - **Use absolute numbers AND percentages.** "Revenue grew 200%" means nothing if it went from $1K to $3K. - **Three asks maximum.** Boards can act on 3 things. More than that, nothing gets done. ## 2026 SaaS Benchmarks (Board Context) | Metric | Bottom Quartile | Median | Top Quartile | |--------|----------------|--------|-------------| | ARR Growth | <30% | 45% | 80%+ | | Net Revenue Retention | <100% | 110% | 130%+ | | Gross Margin | <65% | 75% | 85%+ | | Burn Multiple | >3x | 1.5x | <1x | | CAC Payback | >24 mo | 15 mo | <10 mo | | Magic Number | <0.5 | 0.75 | >1.0 | | Logo Churn (Annual) | >15% | 8% | <4% | ## Board Meeting Prep Checklist - [ ] Pre-read sent 5+ business days before meeting - [ ] Consent agenda items identified (approvals that don't need discussion) - [ ] Financial package reviewed by CFO/controller - [ ] One strategic topic identified for deep discussion - [ ] Customer story prepared (win or loss — rotate) - [ ] Action items from last meeting — status updated - [ ] Board dinner/informal time scheduled (relationships matter) ## Anti-Patterns (Things That Get Founders Fired) 1. **Surprise runway crisis** — Board learns about cash problems at the meeting, not before 2. **Metric cherry-picking** — Showing only metrics that went up 3. **No plan for misses** — "We missed target" without "here's what we're changing" 4. **Death by slides** — 40+ slide decks that leave no time for discussion 5. **Avoiding the elephant** — Everyone knows the problem, nobody says it 6. **Asking for nothing** — Boards want to help. Not asking = wasting their network ## Usage Tell your agent: "Prepare the Q1 board deck" or "Generate the monthly flash report for January" — it will pull your data and structure it using this framework. ## Industry-Specific Board Priorities | Industry | Key Board Metric | Why | |----------|-----------------|-----| | Fintech | Regulatory compliance status | One violation = existential | | Healthcare | HIPAA audit results | Same | | SaaS | Net Revenue Retention | Proves product-market fit | | Construction | Project margin variance | Where money actually goes | | Ecommerce | Unit economics by channel | Unprofitable channels hide in averages | | Legal | Utilization rate | Revenue = hours × rate × utilization | | Real Estate | Portfolio occupancy + NOI | Cash flow is everything | | Recruitment | Fill rate + time-to-fill | Operational efficiency | | Manufacturing | OEE + yield rate | Production efficiency | | Professional Services | Revenue per consultant | Leverage ratio | --- **Need the full context pack for your industry?** → [AfrexAI Context Packs](https://afrexai-cto.github.io/context-packs/) ($47/pack) **Calculate your AI automation ROI** → [AI Revenue Leak Calculator](https://afrexai-cto.github.io/ai-revenue-calculator/) **Set up your agent stack** → [Agent Setup Wizard](https://afrexai-cto.github.io/agent-setup/) **Bundles:** Pick 3 for $97 | All 10 for $197 | Everything Bundle $247


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