# Board Reporting Pack Dashboard

Track ten board-level KPIs across 24 months, review month-on-month and year-on-year changes, compare current and prior YTD results, and use one summary page to guide board and operating reviews.

- Canonical: https://finamodel.com/excel-dashboard/board-reporting
- Excel download: https://finamodel.com/templates/board-reporting.xlsx

## About this dashboard

The Board Reporting Pack brings ten board-level KPIs into one consistent view across a 24-month horizon. It covers revenue, gross profit, EBITDA, operating cash flow, active customers, new customers, churned customers, ARPU, CAC, and headcount, giving finance and leadership teams a shared set of summary metrics for each reporting period.

The dashboard highlights the latest month, month-on-month percentage change, year-on-year percentage change, current YTD total, prior YTD total, and YTD growth for every KPI. A status row gives each metric an On track, Watch, or Off track label based on the growth thresholds set for the review, making movements easier to identify and discuss.

Use the pack for monthly board reporting, operating cadence reviews, or investor updates. Start with the one-page summary, identify the KPIs that need attention, and then review the underlying monthly figures to understand recent changes and year-over-year context.

## What's included

- 24-month KPI view across ten board metrics
- Latest month and month-on-month percentage change
- Year-on-year percentage change for current months
- Current and prior YTD totals
- YTD growth percentage by KPI
- On track, Watch, or Off track status labels

## Frequently asked questions

### Which KPIs are included?

The dashboard tracks revenue, gross profit, EBITDA, operating cash flow, active customers, new customers, churned customers, ARPU, CAC, and headcount across the full reporting horizon.

### What summary metrics does the dashboard show?

Each KPI includes its latest month, latest month-on-month percentage change, latest year-on-year percentage change, current YTD total, prior YTD total, YTD growth percentage, and a status label.

### Why does the dashboard use 24 months?

The 24-month view provides twelve prior months and twelve current months, allowing the dashboard to compare each current month with the corresponding month in the prior year.

### What are the status labels used for?

On track, Watch, and Off track labels help teams identify KPIs that merit attention during a review. The labels are based on the green and amber growth thresholds set for the dashboard.

### Who can use this reporting pack?

CFOs, FP&A teams, CEOs, and founders can use it for monthly board packs, operating cadence reviews, and investor updates where a concise KPI summary is the starting point for discussion.

## Related dashboards

- [Financial Health Dashboard](https://finamodel.com/excel-dashboard/financial-health)
- [Cash Flow Dashboard](https://finamodel.com/excel-dashboard/cashflow)
- [Income Statement Dashboard](https://finamodel.com/excel-dashboard/income-statement)
- [Budget vs Actuals Tracker Dashboard](https://finamodel.com/excel-dashboard/budget-vs-actuals)