Board reports
Concise board papers that empower better conversations
No more 100-page board packs stitched together from statements, spreadsheets and reports that bury what matters. Kixi already has the numbers from the apps you run on, judges every KPI against your plan, and drafts the board report for you: the state of play on a page, ready to review in minutes.
Kixi already has the data
Sixteen KPIs, one look, no spreadsheets
The board report opens on the KPIs that matter most, one column per area, each judged against the target in your business plan. The numbers come straight from Xero, HubSpot, Zendesk, Jira and Employment Hero, refreshed every morning.
- Above, on target, near or below: a colour, a symbol and a word, so the scorecard reads the same in print.
- Every number traced to its app, with its owner and definition one hover away.
- No more copying figures into slides, and no more last month’s numbers in this month’s pack.
Concise board papers
Swap the 112-page pack for twelve pages that say something
Long board packs fail to show what’s going on. The board report pulls the key information into one concise document: the scorecard first, then each area’s results, issues and actions, with the statements and the risk register at the back.
The real thing
Have a look around a board report
This is a whole board report, live on the page: the scorecard, objectives, the CEO’s view, every area’s results, the forecast, every KPI and the appendix. Use the tabs, hover any KPI for where it comes from, switch the forecast’s period.
Business plan activities
See the plan moving, not just the numbers
Objectives, key results and key initiatives sit in the board report beside the KPIs. Each one is judged against the time gone, so “on track” means something, and the board sees early which goals need help.
Issues & actions
Every issue comes with what’s being done about it
Each area lists its open issues with an owner, a target date and the actions to close them. Done actions tick off as they happen; overdue ones are flagged and their owner is nudged, so the board meeting starts from facts, not follow-ups.
Better conversations
“Why is EBITDA behind plan?” Ask before the meeting
Directors and advisors can ask the report a question and get an answer built from the same numbers, with the source shown. The meeting starts with the “so what” instead of “where did this figure come from?”.
Every KPI
The top 16 up front, every KPI one tab away
Behind the summary sits every KPI in the plan, department by department, as tiles or as charts with their history. Directors who want the detail can find it; nobody has to wade through it.
Next step
Find what’s costing you, and fix it
Start with a conversation about your pain points and manual processes. We’ll help you automate them with AI.