Working demonstrationClose & reporting · Fractional-CFO & advisory firms

Executive KPI Board

A monthly board pack that assembles itself, held for the partner to release. The scramble to build a board pack every month: KPI tiles with trends, variance to plan, and a drafted commentary a person edits, then holds for sign-off before anything reaches the board.

Try it: switch the reporting period, sort the variance table, edit the board commentary, then approve to hold the pack (nothing is released or sent). Switch to the read-only role to see role-gated actions.

Synthetic sample data. Every figure, the client, and the plan are invented.

The instrument. Try it.

Executive KPI Board · Meridian CFO Partners (SAMPLE)sample figures · nothing is sent

Rivet & Range (SAMPLE)

Board pack · This month March 2026 as of 2026-03-31

Revenue$412k+2.7% vs prior
Gross margin61.2%+0.5% vs prior
EBITDA margin18.4%+7.6% vs prior
Net cash$486k+3.8% vs prior
AR days (DSO)41d-4.7% vs prior
Runway7.4 mo+4.2% vs prior

Six-month trend

2-series line chart. Actual: $352k to $412k. Plan: $350k to $408k.

Rivet & Range (SAMPLE) figures are sample data. The board pack is a draft until a person releases it.

Sample client Rivet & Range (SAMPLE), board pack by Meridian CFO Partners (SAMPLE) · all figures invented · nothing is released or sent

What this demonstration shows

  • What enters

    Sample ledger figures, the plan, and prior-period actuals for one client.

  • Where a person decides

    A person reviews the numbers, edits the drafted commentary, and chooses to release the pack.

  • What is held, not sent

    The released board pack stops in a demonstration outbox, held for partner sign-off. Nothing is sent to a board or client.

  • What is logged

    Every period switch, commentary edit, and release is recorded in an audit history.

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