Finance & Reporting Readiness Pack
5 reporting items tracked
Month-End ReadinessPoor
Top Missing Items
Monthly Financial PackJenna Park
Monthly Board DeckSarah Chen
Weekly Reporting Pack
1/3 stable
| Report | Owner | Status | Inputs | Narrative |
|---|---|---|---|---|
| Weekly Flash Report | Marcus Rivera | draft | Cash Balance (Weekly), Pipeline Coverage Ratio, JPMorgan Chase Business Banking, Salesforce CRM | Required |
| Cash Flow Forecast | Marcus Rivera | stable | Cash Balance (Weekly), JPMorgan Chase Business Banking | — |
| Operational KPI Dashboard | Aisha Patel | draft | Client NPS, Employee Turnover Rate, Zendesk Support | — |
Monthly Reporting Pack
0/2 stable
| Report | Owner | Status | Inputs | Narrative |
|---|---|---|---|---|
| Monthly Financial Pack | Jenna Park | missing | Cash Balance (Weekly), Days to Close, Revenue per Employee, QuickBooks Enterprise | Required |
| Monthly Board Deck | Sarah Chen | missing | Cash Balance (Weekly), Days to Close, Pipeline Coverage Ratio, Client NPS, Employee Turnover Rate | Required |
Variance Narrative Template
Monthly variance commentary saved per engagement