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fpa-board-briefinglisted

Use when producing a board deck, investor update, or CFO briefing from an openfpa forecast - turning model output into a board-ready narrative and exportable artifacts.
JeffBrines/openfpa · ★ 3 · AI & Automation · score 71
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