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Power BI board reporting

Board Investor CFO Pack

Board pack summarizing performance, cash runway, covenant headroom, valuation sensitivity, and required owner actions. The preview below is interactive and uses synthetic portfolio data.

$36.7Mlatest revenue
78.8%gross margin % = gross profit / revenue
$14.4MEBITDA
104xcash runway at base-case net burn

12M Indexed Trend: Actual / Plan / Forecast

Native-style board pack rhythm, with units preserved inside the interactive preview.

Actual Plan Forecast 0 50 100 06/25 08/25 10/25 12/25 02/26 04/26 05/26
ActualPlanForecast
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Interactive preview

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Executive question

Can the board trust the latest performance story, liquidity runway, and valuation risk before investor discussion?

Finance logic

Revenue, gross margin %, EBITDA, cash balance, net burn, and runway are read together before valuation and covenant risks are discussed.

Metric definitions / QA checks

Cash runway = cash balance / monthly net burn; gross margin % = gross profit / revenue. The preview excludes PBIX, raw data, local paths, and private QA files.

This portfolio preview demonstrates board reporting logic without exposing company-confidential information.