--- title: Free Board Pack Template & Examples (22-Page PDF) description: Free board pack template for SaaS: a 22-page PDF with board pack examples for KPIs, P&L, forecast and runway, and board decisions. Download it free. canonical: https://www.scalexp.com/download-your-boardpack/ --- Free ScaleXP download # Board Pack Template for SaaS ScaleXP’s free board pack template for SaaS is a 22-page PDF that gives finance teams one clear structure for presenting performance, forecasts and the decisions they need from the board. Use it as a board reporting template for monthly board and investor meetings. - 22-page PDF, free, no license needed - A structure for monthly board and investor reporting - Written for CFOs, finance directors and controllers ![ScaleXP SaaS board pack template – cover page](https://www.scalexp.com/wp-content/uploads/2026/09/scalexp-board-pack-cover-288.png) Get the board pack template Enter your work email and the PDF downloads straight away. PDF, 22 pages, 8 MB. Your download has started If it does not start automatically, use the button below. Want this reporting produced from your own systems each month? ## What is inside the 22-page board pack Three board pack examples from the template. ### Performance & KPIs ![Revenue by product line for each month of the year, from the ScaleXP CFO board pack template](https://www.scalexp.com/wp-content/uploads/2026/09/scalexp-board-pack-performance-kpis-crop-1560-768x512.png) Present revenue, customer acquisition and operating KPIs with trends and commentary. ### Profit & loss ![Profit and loss table comparing actual, budget and prior year with variance columns, from the ScaleXP CFO board pack template](https://www.scalexp.com/wp-content/uploads/2026/09/scalexp-board-pack-profit-and-loss-crop-1560-768x512.png) Show performance against budget and prior periods, supported by clear variance analysis. ### Forecast & runway ![Forecast ARR waterfall and cash runway charts, from the ScaleXP CFO board pack template](https://www.scalexp.com/wp-content/uploads/2026/09/scalexp-board-pack-forecast-runway-crop-1560-768x512.png) Connect the latest revenue and cost outlook to EBITDA, cash and runway. The pack follows the order most boards read in: an agenda, then an update on each area, then the decisions the board is asked to make. It is a worked example with sample figures, so you can see the level of detail each page carries. - **Cover and agenda** (pages 1 to 2): seven agenda items, from CEO update to formal decisions. - **CEO update** (pages 3 to 4): business performance, operations, product, cash burn and runway, market changes and current priorities. - **Successes and challenges** (pages 5 to 7): four wins and four issues, each with the supporting points. - **Performance and key metrics** (pages 8 to 11): revenue by type, new customers, CAC against LTV, the sales pipeline and conversion, contracts signed, marketing CAC, MQLs and churn. - **Financials** (pages 12 to 15): profit and loss against budget and prior year, balance sheet and working capital (DSO and DPO), and a full-year forecast with an ARR waterfall and runway scenarios. - **Talent and team** (pages 16 to 17): new hires and headcount against target. - **Product and tech** (pages 18 to 20): a key product update and a four-month roadmap. - **Formal decisions and AOB** (pages 21 to 22): feedback, formalities and the stock option grant. > “Our investors even commented on the impressive quality of our latest board pack presentations.” Ivan · Financial Manager (G2 review) “ScaleXP has given us hugely improved visibility on what is happening in the business and saves hours every month on reporting.” **Jack**, COO, Empathic Technologies · [Read how other finance teams changed their month-end reporting](https://www.scalexp.com/case-studies/) ## Board pack template FAQs ### What is included in the board pack template? A 22-page PDF setting out how to present a month’s performance to a board: the structure, the order the sections run in, and the level of detail each one carries. Use it as a reference when you build or rework your own pack. ### What should a SaaS board pack include? A SaaS board pack usually covers a CEO update, successes and challenges, performance and key metrics such as revenue, new customers, CAC, LTV and churn, then the sales and marketing pipeline. It then covers the financials: profit and loss against budget and prior year, the balance sheet and working capital, and a full-year forecast with ARR, cash and runway. It closes with team and product updates and the decisions the board is asked to make. The ScaleXP example pack follows this order across 22 pages. ### Who is the board pack template for? CFOs, finance directors, financial controllers and heads of finance preparing monthly board or investor reporting. It assumes you already know what a board pack is and want a structure to work from, not an introduction to management accounts. ### Is the board pack template editable? No. It is a PDF, intended as a structural reference rather than a file you edit. Most finance teams take the section order and the level of detail and rebuild it in whatever they already present from. ### Where can I see board pack examples? The three sample pages above are board pack examples from the template: performance and KPIs, profit and loss, and forecast and runway. The full 22-page PDF works through every section with sample figures, from the CEO update to the decisions the board is asked to make. ScaleXP can also produce your pack automatically from your accounting and CRM data, with charts, transaction-level drill-down and AI-written commentary. ### How can ScaleXP automate monthly board reporting? ScaleXP connects to your accounting system, CRM and billing platform and builds the financials, forecasts and metrics from that data. Finance reviews the output and writes the commentary, so the monthly work shifts from rebuilding the pack to explaining it. More on [Smart Reporting](https://www.scalexp.com/smart-reporting/), [SaaS metrics and KPIs](https://www.scalexp.com/saas-metrics/) and [revenue forecasting](https://www.scalexp.com/revenue-forecast/). For the monthly numbers behind the pack, get the free [management accounts template](https://www.scalexp.com/download-your-management-accounts-pack/). Setting up the ledger first? Use the free [SaaS chart of accounts template](https://www.scalexp.com/saas-chart-of-accounts-template/). ## Get your copy of the board pack template Two fields, and the PDF downloads straight away. The form is at the top of this page.