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Board Materials: The Metrics that MATTER
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Board Materials: The Metrics that MATTER

Part 2 of our 3 parts series on Board Reporting

CJ Gustafson's avatar
CJ Gustafson
Jan 09, 2025
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Board Materials: The Metrics that MATTER
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Welcome to 2025. There’s never been a better time to join the Mostly Metrics premium newsletter and invest in yourself. It’s designed to make you better at your job as a CFO, Finance Professional, and Tech Operator. Members get access to the playbooks, tactics, and earned secrets to supercharge their careers and make more $$$. Today’s piece is a subscriber-only edition.

Yo! If you missed last week, we did a deep dive on The Art of the Pre-Read. We tackled the age old questions of:

  • How far ahead of time should I send the materials?

  • What should be in the pre-read materials?

  • Should I send supporting excel models?

  • Should I walk each person through the materials beforehand?

This week we’re going to get crystal clear on the metrics that matter for board reporting. Remember - these people have limited attention spans. You best come correct.

Part II: The Metrics that MATTER

Every piece of data you present should support one of these three pillars:

  1. Revenue: Are we growing?

  2. Efficiency: Are we growing sustainably?

  3. Runway: Can we afford to keep growing?

Think of these as the “big three” every board member and executive team is looking for clarity on during your presentation (whether they are vocal about it or not). If your metrics don’t answer these questions, they don’t belong in your report.

Let’s dig into tactics to elevate your reporting across each of these pillars below.

(With LOTS of BOARD templates…)

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