$6.99
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Operations dashboard template
Regent Board Reporting Dashboard Template
Regent packages a five-section board pack, covering P&L, OKRs, cash runway, organization, and risk register, as one printable HTML page.
Regent is a single-file HTML dashboard template for board reporting. It lays out a quarterly board pack for a fictional company, Amberline Systems, as five numbered sections: Profit and loss, Objectives, Cash and runway, Organization, and Risk register. Every exhibit carries a letter label, footnotes, and a confidentiality line, the way a real pack does.
Section 01 opens with an income bridge from revenue to EBITDA and a consolidated statement of operations across four quarters, with a toggle for actual, forecast, and plan. Q2 closed at $33.2M revenue and an 11.5% EBITDA margin, and the Rule of 40 stat reads 34.9. Section 03 projects unrestricted cash of $58.4M across a 24-month runway fan with bear, base, and bull cases, measured against a $15.0M revolving facility covenant. Section 04 covers 463 employees against a 480 year-end plan, with headcount flow, span of control, and an open-roles docket. Section 05 maps 8 risks on a 5x5 likelihood and impact matrix with movement arrows since the May board.
What is inside Regent
- Income bridge waterfall from revenue to EBITDA with hatched cost bars in statement convention
- Consolidated statement of operations across Q1 through Q4 with an actual, forecast, plan quarter toggle
- CFO commentary note and items-for-resolution list that update with the selected quarter
- Stat cards for revenue, EBITDA, 23.4% YoY growth, and a Rule of 40 score of 34.9
- 24-month runway fan with bear, base, and bull scenarios, plus trough and covenant-headroom stats
- Operating spend ledger by department, totaling $9,240K per month against $10,050K in collections
- Headcount flow chart with starts, exits, and net adds, plus a span-of-control table for 6 functions
- 5x5 likelihood and impact risk matrix with movement arrows and a register summary table of 8 entries
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Board Paper |
| Mood | Light |
| Category | Operations |
| Price | $6.99, one-time |
Who Regent is for
Regent hands CFOs the P&L section, with the quarter toggle, income bridge, and CFO commentary note that updates with the selected quarter.
CEOs and chiefs of staff walk the OKR cards and the sponsor confidence trend across five board cycles, flagging the two key results at risk.
Treasurers defend the runway fan, pointing to the bear-case trough of $20.0M at month 24 and the $5.0M of covenant headroom.
Board members and audit committee observers read exhibits in order, from the statement of operations through the risk register, without needing a data tool login.
When to reach for it
Regent fits a company whose board pack is a PowerPoint rebuilt from scratch each quarter and whose numbers keep drifting between slides. One HTML file keeps every exhibit consistent.
Pick it when directors ask for the pack before the meeting and you want something that reads well on screen and prints cleanly, without sharing spreadsheet access.
Pick it when you run a fractional CFO or advisory practice and need a repeatable pack format you can rebrand per client by editing one file.
Frequently asked questions
Can I rebrand Regent for my company?
Yes, you can rebrand Regent for your company. The company name, meeting date, section titles, and every figure live in the HTML and a few JavaScript data blocks. Change the sidebar brand, swap your numbers into the tables, and the footnotes and exhibit labels keep the pack structure intact.
Does the quarter toggle recalculate the charts?
Yes, the quarter toggle recalculates the charts. Selecting Q1 through Q4 updates the income bridge title, the CFO commentary, and the revenue and EBITDA stat cards. The statement table holds all four quarters plus the FY26 column, so directors can compare periods without switching tools.
Is Regent suitable for investor updates as well?
Yes, Regent fits monthly or quarterly investor updates well. The exhibit-letter structure, footnotes, and scenario fan match what investors expect from a finance pack. Trim sections you do not need, since each section is a self-contained block of markup.
Is Regent free?
No, Regent is a premium template at $6.99. You can preview all five sections live in the browser before buying, and the catalog includes six free templates in other categories if you want to evaluate the single-file format first.
