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Free CFO Board Pack Template
ScaleXP’s free 22-page CFO board pack template gives SaaS finance teams one clear structure for presenting performance, forecasts and the decisions they need from the board.
- 22-page PDF, free, no license needed
- A structure for monthly board and investor reporting
- Written for CFOs, finance directors and controllers
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PDF, 22 pages, 8 MB.
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Download the Board PackWant this reporting produced from your own systems each month?
Book a DemoWhat is included in the board pack
Three pages from the template.
Performance & KPIs
Present revenue, customer acquisition and operating KPIs with trends and commentary.
Profit & loss
Show performance against budget and prior periods, supported by clear variance analysis.
Forecast & runway
Connect the latest revenue and cost outlook to EBITDA, cash and runway.
“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
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.
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.
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, SaaS metrics and KPIs and revenue forecasting.
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.