What should the board see before every meeting?
A board of directors dashboard built from your own numbers: the indicators your board actually governs by, on one live page, each figure checked at its source. For nonprofits, companies and foundations. Remote, fixed scope.
1
page the whole board reads before the meeting
12 to 20
indicators, tiered to what your board governs
100%
of figures traced to a named source
0
spreadsheets emailed the night before
What you get.
What the board actually governs.
We select your 12 to 20 indicators with you, drawing on recognised governance guidance and regulator checklists rather than whatever your systems happen to export. For Canadian nonprofits that means sources such as Institute of Corporate Directors guidance and CRA compliance requirements.
One page, current, readable.
A dashboard a chair can read in ten minutes: finances, compliance, performance and risk, with each measure tied to the decision it supports. One idea per chart, the headline states the finding.
Every number says where it came from.
Publisher or system, date and owner sit under each figure, so a director can challenge any number and get an answer. Boards govern on trust; the stamp is what earns it.
Refreshed before every board meeting.
Buy the standard build once and your team maintains it, or take the managed version on subscription and we refresh, check and annotate it ahead of each meeting.
Leadership sees more. The board sees what matters.
A separate executive dashboard for the senior leadership team is available. Board and management views stay deliberately distinct, because governing and managing are different jobs.
How it works.
AI explores, humans decideStart with the decisions
We write down what your board must decide and oversee this year. Indicators follow decisions, never the other way round.
Map the sources
We trace where each candidate number lives, how fresh it is and who owns it, and note what your data cannot yet show.
Build and check
AI does the heavy lifting of pulling and comparing. A person checks every figure against its source before a director sees it.
Run the first meeting on it
We walk your board through the view, tune the indicators, and agree the refresh rhythm.
Who it is for: boards, chairs and executive directors who get a 40-page pack the night before the meeting and still cannot answer the question that matters: are we on track, and where must we act?
Board dashboards, in plain words.
What is a board of directors dashboard?
What should be on a board dashboard?
How is this different from the dashboard in our CRM?
Do you work with nonprofit boards?
Is it a one-off purchase or a subscription?
What data do you need from us?
Your data stays yours.
No identifiable data leaves your systems: we work from aggregated exports, groups and totals, never individuals. Never used to train AI models. What is shared, where it is held and who sees it is written down before work begins, and working copies are deleted on request.
Ethical AI, in writing.
A named person signs off before anything reaches you. Numbers come from sources, never from the model. We say where AI was used, and what the data cannot show. No invented numbers, no invented people.
Your board deserves better than a 40-page pack.
Fixed scope, remote, standard or managed. Pricing on request.