Board Pack Reporting for High Growth B2B Organizations
The Challenge with Board Packs:
CEO’s waste countless hours putting together a quality board pack because
- data comes from multiple sources
- Excel is error prone & time consuming to format
- in-house resources unable to analyze financial data
- automated software tools don’t ensure data quality
- uncertainty over which metrics are most relevant
Boards and investors are dissatisfied because CEO board packs
- fail to highlight where there is “smoke” in the business
- come across as “sanitized” presentations
- are inconsistent: every month the deck has a new orientation
- lack data driven reporting to drive strategic discussions
- divert CEO time from building business
Our Board Pack Reporting Solution is Designed to:
Free up CEO time
Focus on the metrics that matter
Identify trends and hot spots for discussion
Promote strategic decisions based on data
Stride creates consistent Board Pack Reports leveraging multiple data sources.
We also give CEO’s the ability to add their own text and insights to the slides.
Board Pack Outputs
Our comprehensive Board Pack reports include 6 core sections. We customize the slides under each section to showcase the most relevant metrics for your company.
Historical Financials
Gross Profit % trends will help identify how well direct variable costs are being managed against revenue recognition
Prior year reporting gives a visual into year over year changes
Expense trends by category and overall highlights variations
Projections
Revenue and forecast with multiple forecast projections
Revenue month to date actual and percentage variance
Revenue variance vs. budget
Cash Flow
Operating Cash Flow measures net inflows and outflows
Measure cash on hand to fund the working capital and capital expenditure needs of the business
Months of runway can be a trending chart or a glanceable view
Recurring Revenue
Churn by customers and revenue
Trends in MRR allows you to see the make-up of Net New MRR
Customer Acquisition Cost Trends
Labor Efficiency
Growth in employees and % that are producers should correlate directly with revenue growth
Revenue per employee shows how well you are creating operating leveraging
New hire breakdown shows where the company is adding team members in various roles
Sales Pipeline
Pipeline value shows where qualified leads are in the process
Trends in New Opportunities shows how well your company is creating a consistent engine of qualified leads
Pipeline by rep allows you to see productivity/effectiveness of your producers
CEO’s Leveraging Strides Board Pack Reporting Service
Stride Vista organizes the information that matters and highlights the areas of focus. So we can move faster and smarter.
Simon Nicholls
CFO, PIVOT Agency
I finally have a handle on the levers of the business all the time. Now, the metrics that we operate by are easily accessible to not only make smarter business decisions but also provide insight for my team to move smarter…and faster.
Shirin Oreizy
CEO, Next Step
Schedule a Complimentary Board Pack Consultation
We’ll spend 30 min learning about your business and recommend the metrics that are most important to measure based on your unique business.
CEO or Finance narrative goes here