Skip to content

Reporting Cadence

Overview

Consistent reporting rhythms create accountability and surface problems early. This page provides templates for weekly, monthly, and quarterly value reporting.

Who this is for

  • End User
  • Admin
  • Executive

Prerequisites

  • Dashboards configured in ValuePact.
  • Defined fiscal calendar and timezone.
  • Agreement on metric definitions from finance.

Step-by-step instructions

1. Weekly operating review

  1. Audience: Initiative owners and team leads.
  2. Duration: 30 minutes.
  3. Agenda:
  4. Green/amber/red status for each active initiative.
  5. Blockers requiring cross-team help.
  6. Actuals entered since last week.
  7. ValuePact actions: Export the Team Dashboard to PDF and distribute 24 hours before the meeting.

2. Monthly business review

  1. Audience: Department heads and value office.
  2. Duration: 60 minutes.
  3. Agenda:
  4. Cumulative value realized vs. plan.
  5. Variance analysis for metrics off by >5%.
  6. Pipeline of upcoming initiatives.
  7. ValuePact actions: Use the Portfolio Dashboard with date range set to month-to-date.

3. Quarterly board summary

  1. Audience: Executive team and board members.
  2. Duration: 90 minutes.
  3. Agenda:
  4. Strategic initiative ROI.
  5. Risk-adjusted forecast.
  6. Resource reallocation recommendations.
  7. ValuePact actions: Export the Executive Dashboard to PowerPoint. Include evidence links for top three claims.

4. Automate distribution

  1. Go to Administration > Configuration > Notifications > Digests.
  2. Create a digest for each cadence.
  3. Attach the relevant dashboard URL.
  4. Schedule delivery: Monday 08:00 for weekly, first business day at 09:00 for monthly, and five days before the board meeting for quarterly.

Permissions required

Role Permission Scope
Admin Configure digests Organization
User Export dashboards Assigned initiatives
Executive View executive dashboard Organization

Limits and guardrails

  • Limit Digests per tenant: 20.
  • Limit Dashboard widgets per export: 12.
  • Limit PowerPoint export size: 50 MB.

Troubleshooting

Issue: Weekly reports are ignored

Cause: The audience sees the report as noise because nothing changes week to week. Resolution: 1. Lead with changes and decisions only. 2. Remove static background sections. 3. Send only amber and red initiatives unless explicitly requested otherwise.

Issue: Monthly numbers differ from finance

Cause: Timing differences (accrual vs. cash) or currency rate assumptions. Resolution: 1. Align with finance on cutoff dates. 2. Document the exchange rate source in the metric definition. 3. Reconcile in a shared spreadsheet before the meeting.

Escalation path

Severity Condition Contact
General Reporting template questions Customer Success Manager
Urgent Board deadline at risk support@valuepact.ai