fpa-board-briefinglisted
Install: claude install-skill JeffBrines/openfpa
# Board Briefing (Operate)
## Overview
Turn forecast output into a board/investor-grade briefing: the headline numbers, the cash story, what changed, and the risks - as markdown and Excel. Make the operator look like they have a CFO.
**Core principle:** A board wants the story and the three things that matter, not a data dump.
## When to use
- Board decks, investor updates, lender packages
- "Summarize the forecast for leadership"
## Workflow
1. **Discover the company command.** Run
`openfpa entrypoint-list <company-root> --kind report`. Use a registered
briefing workflow when one exists.
2. **Build the forecast** (monthly + optional runway):
```python
import pyfpa
from pyfpa.io.loaders import load_cash13_config
monthly = pyfpa.cashflow_from_config(pyfpa.load_config("examples/ridgeline/config.yaml"))
runway = pyfpa.runway_summary(pyfpa.cash13_forecast(load_cash13_config("examples/ridgeline/cash13.yaml")))
```
3. **Render the briefing**:
```python
from pyfpa.io.reporting import to_briefing_md, forecast_to_excel
md = to_briefing_md(monthly, title="Acme Inc.", runway=runway)
forecast_to_excel(monthly, "forecast.xlsx")
```
`to_briefing_md` emits a headline (revenue, EBITDA, net income, ending cash), an optional 13-week runway section, and a monthly table.
4. **Add the narrative** the renderer can't. `to_briefing_md` emits only the headline, the optional runway section, and the monthly table - it has no narrative slot. So author you