CODITECT Board Reporting Template

Monthly Board Package Structure

Report Period: [MONTH YEAR]
Prepared By: [NAME]
Board Meeting Date: [DATE]

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SECTION 1: EXECUTIVE SUMMARY

1.1 Month in Review (2-3 sentences max)

[Narrative summary of key accomplishments, challenges, and focus areas]

1.2 Key Metrics Dashboard

Metric	Prior Month	Current	Plan	Variance	Trend
ARR	$_____	$_____	$_____	___%	↑↓→
MRR	$_____	$_____	$_____	___%	↑↓→
Total Customers	_____	_____	_____	___%	↑↓→
Net New Customers	_____	_____	_____	___%	↑↓→
Gross Churn	___%	___%	___%	___ bps	↑↓→
NRR	___%	___%	___%	___ bps	↑↓→
Cash Balance	$_____	$_____	$_____	___%	↑↓→
Runway	___ mo	___ mo	___ mo	___ mo	↑↓→
Headcount	_____	_____	_____	_____	↑↓→

1.3 Stoplight Summary

Area	Status	Commentary
Revenue	🟢🟡🔴
Product	🟢🟡🔴
Engineering	🟢🟡🔴
Sales	🟢🟡🔴
Customer Success	🟢🟡🔴
Finance/Ops	🟢🟡🔴
People	🟢🟡🔴

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SECTION 2: FINANCIAL PERFORMANCE

2.1 P&L Summary

Line Item	Month Actual	Month Plan	Variance	YTD Actual	YTD Plan	Variance
Revenue
Subscription Revenue	$_____	$_____	___%	$_____	$_____	___%
Other Revenue	$_____	$_____	___%	$_____	$_____	___%
Total Revenue	$_____	$_____	___%	$_____	$_____	___%
COGS	$_____	$_____	___%	$_____	$_____	___%
Gross Profit	$_____	$_____	___%	$_____	$_____	___%
Gross Margin	___%	___%	___ bps	___%	___%	___ bps
Operating Expenses
Sales & Marketing	$_____	$_____	___%	$_____	$_____	___%
Research & Development	$_____	$_____	___%	$_____	$_____	___%
General & Administrative	$_____	$_____	___%	$_____	$_____	___%
Total OpEx	$_____	$_____	___%	$_____	$_____	___%
EBITDA	$_____	$_____	___%	$_____	$_____	___%
EBITDA Margin	___%	___%	___ bps	___%	___%	___ bps

2.2 Cash Flow

Item	Month	YTD
Beginning Cash	$_____	$_____
Operating Cash Flow	$_____	$_____
Capital Expenditures	$_____	$_____
Financing Activities	$_____	$_____
Ending Cash	$_____	$_____
Monthly Burn Rate	$_____
Runway (months)	_____

2.3 Variance Analysis

Material Variances (>10% or >$10K):

1. [Line Item]: [Actual] vs [Plan] ([Variance]%)

   • Root cause: _____
   • Impact: _____
   • Action: _____

2. [Line Item]: [Actual] vs [Plan] ([Variance]%)

   • Root cause: _____
   • Impact: _____
   • Action: _____

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SECTION 3: REVENUE & CUSTOMERS

3.1 Revenue Breakdown

Segment	MRR	% of Total	MoM Growth	Customers
Individual	$_____	___%	___%	_____
Team	$_____	___%	___%	_____
Enterprise	$_____	___%	___%	_____
Total	$_____	100%	___%	_____

3.2 Customer Movement

Starting Customers:     _____

+ New Customers:        +_____
  - Individual:         +_____
  - Team:              +_____
  - Enterprise:        +_____

+ Upgrades:            +_____
  - Ind → Team:        +_____
  - Team → Ent:        +_____

- Downgrades:          -_____
- Churned:             -_____

= Ending Customers:     _____

3.3 Cohort Performance

Cohort	M0	M1	M2	M3	M6	M12
[Month-3]	100%	___%	___%	___%
[Month-2]	100%	___%	___%
[Month-1]	100%	___%
[Current]	100%

3.4 Top Customer Wins/Losses

New Logos:

Customer	Tier	ACV	Industry	Notes

Churned:

Customer	Tier	ACV	Reason	Preventable?

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SECTION 4: PRODUCT & ENGINEERING

4.1 Release Summary

Release	Date	Key Features	Impact
v_..

4.2 Roadmap Status

Initiative	Status	Target Date	Notes
[Q Priority 1]	🟢🟡🔴
[Q Priority 2]	🟢🟡🔴
[Q Priority 3]	🟢🟡🔴

4.3 Engineering Metrics

Metric	Current	Target	Trend
Deployment Frequency
Lead Time
MTTR
Uptime

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SECTION 5: SALES & MARKETING

5.1 Pipeline Summary

Stage	# Opps	Value	Wtd. Value
Prospect		$_____	$_____
Qualified		$_____	$_____
Demo		$_____	$_____
Proposal		$_____	$_____
Negotiation		$_____	$_____
Total Pipeline		$_____	$_____
Coverage Ratio		___x

5.2 Sales Efficiency

Metric	Current	Prior	Target
Magic Number			1.0
CAC Payback			<12 mo
Win Rate			25%
Avg Sales Cycle			30 days

5.3 Marketing Metrics

Channel	Spend	Leads	CAC	LTV/CAC
Organic	$_____	_____	$_____	_____x
Paid	$_____	_____	$_____	_____x
Content	$_____	_____	$_____	_____x
Events	$_____	_____	$_____	_____x
Total	$_____	_____	$_____	_____x

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SECTION 6: PEOPLE

6.1 Headcount

Department	Beginning	Hired	Departed	Ending	Plan	Variance
Engineering
Product
Sales
Marketing
CS/Support
G&A
Total

6.2 Open Roles

Role	Department	Priority	Days Open	Status
		P0/P1/P2

6.3 Key Departures / Promotions

[Note any significant people changes]

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SECTION 7: RISKS & ISSUES

7.1 Risk Register

Risk	Likelihood	Impact	Mitigation	Owner
	H/M/L	H/M/L

7.2 Issues Requiring Board Input

1. [Issue]
   • Context: _____
   • Options: _____
   • Recommendation: _____
   • Decision needed: _____

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SECTION 8: NEXT MONTH PRIORITIES

8.1 Company OKRs Progress

Objective	Key Result	Target	Current	Status
				🟢🟡🔴

8.2 Key Initiatives for [NEXT MONTH]

1. ---

2. ---

3. ---

8.3 Board Asks

• _____
• _____

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APPENDIX

A. Detailed Financial Statements

[Attach if needed]

B. Customer List by Tier

[Attach if needed]

C. Competitive Intelligence

[Attach if needed]

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Report Prepared: [DATE]
Next Board Meeting: [DATE]
Materials Due: [DATE]

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Template Version: 1.0 | CODITECT Board Reporting
Author: Hal Casteel with assistance from Claude 4.5