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Board Financials Skill

Assembles a monthly or quarterly board financial package.

Finance / Reportingfinancereporting
by AgentVoltv1.0.0Published 1y ago1 install
Free to sign up · every skill included with AgentVolt Pro

Before & after

Same prompt, same agent — the only difference is the skill.

Prompt“Prepare June board financials for next Tuesday's meeting.”
Beforegeneric AI agent
I can help you put together board financials. You'll want to include a P&L statement showing actual versus budget, a cash position update, and some key metrics that matter to your business. You might also include a narrative explaining the month's performance and any significant variances. Boards generally want to understand revenue, margins, burn rate, and runway. Would you like me to help organize these pieces?
Afterwith Board Financials Skill
BOARD FINANCIALS PACKAGE: June 2026 (sample template)

PAGE 1 - P&L SUMMARY
Revenue: $1.84M (vs budget $1.75M, variance +5%). COGS $220k (12%). Gross profit $1.62M (88%). OpEx: Payroll $680k, S&M $420k, G&A $140k = $1.24M. EBITDA $380k (21% margin, vs target 18%). Net income $340k (pro forma, after depreciation).

PAGE 2 - CASH DASHBOARD
Opening cash: $2.1M. Inflows: revenue $1.84M. Outflows: OpEx $1.24M, taxes $85k = $1.33M. Closing cash: $2.61M. Runway at current burn: 24.6 months (healthy). Change: +$510k month-over-month due to upfront annual contracts (June seasonal strength).

PAGE 3 - KPI SCORECARD
ARR: $19.2M (up 12% YTD). Customer count: 487 (net add 8 this month). NPS: 52 (target 50+, check). Unit economics: CAC $2.8k, payback 6.2 months, LTV $18.6k, ratio 6.6x (target 3x+). Churn: 4.8% monthly (trend: improving, down from 5.1% May).

PAGE 4 - CFO NARRATIVE (250 words)
June beat plan by $90k on higher enterprise deal velocity. Two factors: 1) annual contract acceleration ahead of Q3 renewal. 2) Upsell from four mid-market customers (expansion revenue up 18%). Risk: July bookings normalizing (seasonal dip). Payroll spend held flat despite two new hires (backfill, no net OpEx increase). S&M efficiency improved to 0.58x (down from 0.64x May) as marketing-qualified leads rose 23% on brand campaign.

Headwinds: One enterprise customer ($120k ARR, onboarding-stalled) put renewal on hold pending feature delivery. Expected resolution by August. If renewed, ARR jumps 15%. If churn, net -6% impact.

Looking ahead: August hiring plan (+2 engineers, +1 success manager) will inflate burn $34k/month starting September. Board approval requested. Payoff expected 8 months (faster sales close cycles, higher retention).

About this skill

name: board-financials description: Use when Assembles a monthly or quarterly board financial package.

Board Financials Skill

Compiles the standard board financial package: P&L vs plan, cash and runway, KPI dashboard, and a short CFO narrative, formatted for a board deck.

What you get

  • A board financial package template with narrative prompts.

Customize your output

  • Adapt the assumptions, chart of accounts, and formatting to your company
  • combine with other AgentVolt finance skills.

Example output

A one-page board financial summary for a sample month.

Best for

CFOs, founders, and finance teams.

SKILL.md preview

SKILL.md
---
name: board-financials
description: Use this skill to assemble a monthly or quarterly board financial package covering P&L versus plan, cash and runway, KPIs, and a CFO narrative.
version: 1.0.0
category: Finance / Reporting
author: AgentVolt
license: proprietary
tags:
  - finance
  - reporting
  - flagship
---

# Board Financials Skill

Compiles the standard board financial package: P&L versus plan, cash and runway, KPI dashboard, and a short CFO narrative for a board deck.

## When to use

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