Board reporting & KPI dashboard proposal: Free template
Customize this free board reporting & KPI dashboard proposal with Cobrief
Open this free board reporting & KPI dashboard proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the business model, investor expectations, and reporting frequency. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for offering structured board updates, investor-ready KPI dashboards, or executive scorecards. Whether you’re reporting monthly, quarterly, or for a specific milestone, this version gives you a structured head start and removes the guesswork.
What is a board reporting & KPI dashboard proposal?
A board reporting & KPI dashboard proposal is a document that outlines how you’ll help a company design, maintain, and deliver clear, recurring performance updates for its board and key stakeholders. It defines what metrics will be tracked, how reporting will be structured, and what cadence and format will be used.
This proposal is typically shared after a strategy call or finance review, and it sets expectations around deliverables, tooling, and reporting alignment — especially during fundraising or scaling phases.
A strong proposal helps you:
- Clarify which KPIs matter most (and why)
- Build alignment between operators, investors, and advisors
- Deliver board-ready reports consistently and on time
- Reduce internal reporting chaos while boosting external trust
Use this proposal to turn ad hoc metrics into structured, decision-grade reporting.
Why use Cobrief to edit your proposal
Cobrief helps you create sharp, clear proposals — with AI tools built in to refine language, tighten your pitch, and save time.
- Edit the proposal directly in your browser: Skip the formatting — just focus on the value
- Rewrite sections with AI: Adjust tone, simplify language, or tailor for startup vs. investor readers
- Run a one-click AI review: Spot gaps in scope or vague deliverables before sending
- Apply AI suggestions instantly: Accept individually or all at once
- Share or export instantly: Export as a polished PDF or DOCX file in one click
Make your reporting offer feel as clear and confident as the dashboards you deliver.
When to use this proposal
This board reporting & KPI dashboard proposal works well in scenarios like:
- Helping a startup formalize reporting ahead of a raise or board meeting
- Building investor dashboards for VC-backed companies
- Supporting portfolio companies with PE or family office reporting requirements
- Setting up monthly or quarterly reporting cadences with founders
- Offering recurring CFO or finance-as-a-service engagements
Use this proposal when the business wants to track what matters — and present it with confidence.
What to include in a board reporting & KPI dashboard proposal
This structure shows your client exactly what you’ll track, how it will be delivered, and why it matters:
- Executive summary: Summarize the problem and outcome — e.g., “You need structured, reliable monthly reporting to align your board, support decision-making, and prep for Series A. We’ll build a live KPI dashboard and monthly reporting cadence to keep everything on track.”
- Scope of services: Outline exactly what’s included — e.g., KPI definition, dashboard setup (e.g., Google Sheets, Notion, Looker Studio), reporting templates, monthly/quarterly updates, founder/board call prep.
- Metrics and areas tracked: Clarify what will be covered — e.g., revenue, burn, CAC, churn, runway, sales pipeline, LTV, gross margin, ops metrics. Tailor to the business model (e.g., SaaS vs. e-comm vs. service).
- Timeline and cadence: Lay out when the dashboard will be built, how often reports will be delivered (e.g., “By the 5th of each month”), and review dates or syncs.
- Fees: Offer a setup fee (e.g., for dashboard build) and ongoing retainer (e.g., for monthly reporting and support).
- Terms and expectations: Clarify inputs needed (e.g., access to QuickBooks, Stripe, CRM), who owns updates, and how communication will work.
- Next steps: End with a clear CTA — “Reply to confirm,” “Schedule your kickoff call,” or “Upload your data sources to get started.”
How to write an effective board reporting & KPI dashboard proposal
Most founders don’t want more metrics — they want clarity. Here’s how to strengthen your proposal:
- Lead with outcomes: Focus on how reporting supports decisions and investor trust
- Tailor KPIs to the business model: Don’t drop generic SaaS metrics into a service business
- Be clear about update ownership: Will you update the dashboard? Or is it automated?
- Use plain language: Don’t overcomplicate with technical reporting frameworks
- Emphasize repeatability: Show that this isn’t just a one-off — it’s a system
- End with a frictionless step: Make it easy for the client to say yes and move forward
Frequently asked questions (FAQs)
Is this proposal legally binding?
No — this is a service outline. You can attach or follow up with a formal agreement if needed.
Can I use this for monthly, quarterly, or ad hoc board meetings?
Yes — just adjust the cadence in the scope section. Many clients start monthly and shift to quarterly over time.
Will you set up the dashboard for us?
Yes — setup is included. We’ll tailor the tool to your needs (e.g., Google Sheets, Notion, Airtable, or BI platform).
Can we track non-financial metrics too?
Absolutely — we can include hiring, product velocity, NPS, or other KPIs relevant to your business.
What if our data is messy or incomplete?
We’ll work with what you have and help clean up key sources as part of the setup phase.
Can I send this proposal as a PDF?
Yes — after editing, you can export a clean, professional PDF or DOCX from Cobrief in one click.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.