UC-3
Your board packet, current on the morning of the meeting instead of three weeks stale.
One standing dashboard fed by everything you have already connected, exported to PDF, with commentary that cannot contradict the chart above it.
- Who this is for
- Chief of Staff · Executive Assistant · Executive Director
- When it comes up
- Every board meeting. Monthly or quarterly, forever — the highest-frequency pain on this list.
Sound familiar?
Three things we hear in almost every conversation.
- “It takes me three days to build the board deck and it is out of date by the meeting.”
- “Every quarter I rebuild the same nine charts from the same nine exports.”
- “A trustee asked how this quarter compared to last year and I had to promise to follow up.”
What it runs on
The data you already have.
A connector pulls on a schedule. An upload is the export you already download — dropped in, profiled and cleaned on arrival. We label which is which because there is no live connector for Nielsen, streaming providers, podcast hosts or donor CRMs yet, and pretending otherwise would waste your time.
- Google Analytics 4connector
- YouTube Analyticsconnector
- Facebook & Instagramconnector
- Membership / giving summaryupload
- Finance export (stacked sections)upload
- Google Sheetsconnector
How it works
From those files to the answer, in 4 steps.
The stacked finance export stops being a problem
Finance systems export several tables into one sheet. The sectioned importer splits them into separate datasets instead of producing one unusable block, which is normally the step that eats an afternoon.
sectioned import · profile_dataset · suggest_cleaning_operations
Every channel lands on one scorecard
Broadcast, streaming, web, social and giving on a single comparable grain, with this period against last period and against the same period last year already calculated.
cross_channel_scorecard · compare_periods · calculate_growth_rates
The headline numbers become cards
The six or eight figures your board actually reads, each with its movement, its direction and the period it covers stated on the card — so nobody has to ask what it is being compared to.
generate_kpi_card · generate_insight_card
It writes its own commentary, and the commentary is checked
A written summary is drafted from the results, then every claim in it is verified against those results. Anything the numbers do not support is removed. The paragraph cannot contradict the chart above it.
grounded answer generation · claim verification
What you get
On your screen at the end of it.
- A standing dashboard that is current the morning of the meeting
- A PDF export in your layout
- Written commentary grounded in the figures above it
- A scheduled email so the packet arrives before you ask for it
Try it with your data.
Send us last quarter’s board deck. We will rebuild it as a dashboard that updates itself and show you the difference.
Free, no obligation, and the dashboard is yours whether or not you continue. Prefer to talk first? Book a walkthrough.
Questions
What people ask before they start.
+Can it match our existing deck layout?
Closely. Dashboards are composed of charts, KPI cards and written insight cards that you arrange, so most board decks translate directly. The export is PDF or image.
+Who can see the board dashboard?
Only the people you grant access to. Dashboards carry per-user view, edit and owner permissions, and regions within a dashboard can be restricted further — useful when finance detail should not be visible to everyone with a login.
+What happens when a data source is late?
A freshness report shows the age of each source on the dashboard itself, so a stale number is labelled rather than quietly presented as current.
+Can two of us work on it at once?
Yes. Dashboards are collaboratively editable in real time with named cursors, the same way a shared document works. Concurrent edits merge instead of overwriting each other.
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