Board Report Engine
The board pack builds itself, with the numbers traceable.
What this is actually for
Four days a month go into a deck. Most of it is not analysis, it is retrieval and reconciliation - and by the time the numbers agree, the person who assembled them is the only one who can explain where any of them came from.
What the system does
- 01Pulls each figure from its system of record on a schedule and shows the lineage, so a number can be clicked back to its source.
- 02Reconciles the versions that disagree and reports the discrepancy rather than silently choosing one.
- 03Drafts the narrative around the movement - what changed, against what, by how much - and leaves the judgement to the person presenting.
- 04Keeps every prior pack, so a definition that changed between quarters is visible instead of quietly restated.
What it needs from you
- Agreement on the metric definitions. Where two systems compute ARR differently, that is a decision, not a bug the system can settle.
- Read access to the finance source of truth as well as the CRM.
Nothing here goes live on our say-so. Before it runs against a real record, the system is graded by the Test Report - the document that scores it against a golden dataset of your own past cases, chosen and labelled by you. The gate is 85%: below that, or on any uncaught unsafe action, it does not ship.
One condition
We can't build this until the audit says it's your biggest leak.
Board Report Engine is not sold on its own and there is no way to buy it from this page. It is scoped by the GTM Audit and delivered as a System Build, because the audit is what establishes whether this is the leak costing you most - and often it is not.
Find out whether this is your biggest leak
The GTM Audit ranks every leak in your engine by what it costs you. Three weeks, $5,000 fixed. You own the Operating Map at the end regardless of what you build next.