Board Financial Reporting Pack - Ready to use Excel Template with Dynamic Dashboard

Board Financial Reporting Pack - Ready to use Excel Template with Dynamic Dashboard

This workbook produces the financial pack for a board meeting. It brings together what a board needs to oversee the business: results against budget and prior year, the full-year outlook, liquidity and covenant compliance, capital projects, the principal risks, progress against strategy and the decisions requested. Enter the quarter's figures and update the registers; the five report pages and the one-page board summary are ready to print.

Instructions and guidance for using the template are included within the workbook.

This is a generic, standard template designed for use across most industries. You may need to add, remove or change items to match your own reporting systems and policies.

© Thefinanceintellect.com. Licensed for use within your own organization; not for resale or redistribution. This workbook is a general-purpose tool and is not financial, tax or legal advice. Results depend entirely on the data you enter: review them before relying on them for any decision.