# Board Reporting Pack Builder > Assembles the board financial pack around the decisions the board actually needs to make, leading with KPIs and variance against plan before the detailed financials, instead of a data dump organized by accounting structure that buries the decision-relevant items. Use whenever the user is assembling a board reporting pack, needs to turn monthly financials into a board-ready document, or has a boar… - **Type:** Skill - **Install:** `agentstack add skill-natan-mohart-24-finance-skills-for-claude-board-reporting-pack-builder` - **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior - **Seller:** [Natan-Mohart](https://agentstack.voostack.com/s/natan-mohart) - **Installs:** 0 - **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills) - **Latest version:** 0.1.0 - **License:** MIT - **Upstream author:** [Natan-Mohart](https://github.com/Natan-Mohart) - **Source:** https://github.com/Natan-Mohart/24-finance-skills-for-claude/tree/main/skills/board-reporting-pack-builder ## Install ```sh agentstack add skill-natan-mohart-24-finance-skills-for-claude-board-reporting-pack-builder ``` Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent. ## About # Board Reporting Pack Builder ## When to use Use whenever monthly, quarterly, or annual financials need to become a board-ready pack, especially replacing a pack organized around accounting structure (a data dump following the chart of accounts) rather than around what the board actually needs to know and decide. ## What it does Structures the board pack around decisions and variance first, financial detail second: a KPI and headline summary, a variance-against-plan section that draws directly on variance-bridge-analyzer and margin-decomposition style findings, an outlook section, and only then the supporting financial statement detail — so a board member gets the answer in the first two pages and the supporting evidence after, rather than having to derive the answer themselves from a financial statement. ## Method 1. **Open with a KPI and headline summary**, not the income statement. The three to five numbers that matter most this period, each with a one-line read (on track, ahead, behind, and why) — this is what a time-constrained board member reads first and sometimes only. 2. **Lead the variance section with the story, not just the numbers.** Pull from variance-bridge-analyzer (price/volume/mix) and margin-decomposition (mix/rate) findings if they exist, so the board gets the actual driver behind a miss or beat, not just the dollar amount. 3. **Include a forward outlook section explicitly**, not just a look backward — what the rolling forecast or scenario plan currently shows, and what, if anything, has changed since the last pack. 4. **Flag anything requiring a board decision or awareness clearly, separated from routine reporting** — a covenant headroom warning, a cash runway concern, a capital allocation decision — these shouldn't be buried in a financial statement footnote when they need explicit board attention. 5. **Put the full financial statements (P&L, balance sheet, cash flow) after the narrative sections**, as supporting detail for anyone who wants to verify the story, not as the pack's opening act. 6. **Keep the narrative sections readable in the time a board actually has** — most board members spend minutes, not hours, with the pack before the meeting; a narrative that takes fifteen minutes to read defeats its own purpose. 7. **Keep the structure consistent period to period** (the same discipline as recurring-report-builder), so board members build familiarity with where to find what, rather than re-learning the pack's layout every cycle. ## Inputs - Current period financials and KPIs - Variance findings against plan (from variance-bridge-analyzer, margin-decomposition, or equivalent analysis) - Current forecast or outlook - Any items requiring explicit board decision or awareness (covenant status, cash position, capital allocation asks) ## Output format KPI and headline summary (3-5 metrics with one-line reads); variance narrative with named drivers; forward outlook section; explicit decision/awareness items called out separately; full financial statements as supporting detail after the narrative sections. ## Example A board pack that used to open with a 40-line income statement now opens with five headline KPIs (revenue on track, gross margin down 2pts driven by a mix shift toward a lower-margin segment, cash runway at 14 months, one covenant showing 12% headroom worth watching), followed by the detailed variance and financial statements for anyone who wants to dig in. A board member with five minutes before the meeting gets the actual state of the business; a board member who wants to verify it can still find every number behind the summary. ## Common pitfalls - Opening the pack with a full income statement instead of a KPI and headline summary, forcing every reader to derive the story themselves. - Reporting variance as a dollar figure with no driver behind it, when that driver analysis likely already exists from variance-bridge-analyzer or margin-decomposition. - Burying a genuine decision item (a covenant warning, a cash concern) inside routine financial detail instead of calling it out explicitly for board attention. ## Source & license This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code. - **Author:** [Natan-Mohart](https://github.com/Natan-Mohart) - **Source:** [Natan-Mohart/24-finance-skills-for-claude](https://github.com/Natan-Mohart/24-finance-skills-for-claude) - **License:** MIT Install and usage instructions live in the source repository linked above. ## Pricing - **Free** — Free ## Security capabilities Automated source analysis of v0.1.0 — what this tool can access: - **Network access:** no - **Filesystem access:** no - **Shell / process execution:** no - **Environment & secrets:** no - **Dynamic code execution:** no *"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.* ## Versions - **0.1.0** — security scan: passed — Imported from the upstream source. ## Links - Listing page: https://agentstack.voostack.com/l/skill-natan-mohart-24-finance-skills-for-claude-board-reporting-pack-builder - Seller: https://agentstack.voostack.com/s/natan-mohart - Browse the marketplace: https://agentstack.voostack.com/browse --- Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.