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Board Meeting Metrics Pack

Generates the full metrics appendix for a board meeting: revenue, growth, burn, runway, pipeline, NPS, and headcount.

quarterlyinvestor

★★★★★ 987 founders use this template.

What this report includes

Revenue & ARRBurn Rate & RunwayGrowth vs PlanPipeline & BookingsNPS & RetentionHeadcountKPI Dashboard

Data sources needed

Stripe

Revenue, subscriptions, MRR, and churn.

Read-only

QuickBooks

P&L, balance sheet, and expense reports.

Read-only

HubSpot

Contacts, deals, pipeline, and CRM activity.

Read-only

How it works

  1. 1. Create a free Donum account and choose this template.
  2. 2. Connect your data sources (takes ~2 minutes, read-only).
  3. 3. Donum pulls the metrics for each section and writes the narrative.
  4. 4. Reports are delivered as PDFs to your recipients on schedule.

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