Portal Template
Board Portal
Professional board governance platform with real-time metrics, board packets, and meeting management.
Screenshots
[Placeholder for Board Portal Dashboard]
[Placeholder for Board Packet Management]
[Placeholder for Real-time Metrics]
Key Features
- Secure board packet distribution
- Real-time financial dashboards and KPIs
- Meeting agenda and minutes management
- Board member directory and profiles
- Committee workspaces (Audit, Comp, Governance)
- Voting and resolution tracking
- Action item assignment and tracking
- D&O questionnaire management
- Offline access for board materials
Use Cases & Target Audience
Perfect For
- Board governance and reporting
- Quarterly board meetings
- Committee communications
- Strategic planning sessions
Ideal Users
- CFOs
- Corporate Secretaries
- Board Members
- CEOs
Customization & Integrations
Customization Options
- Custom dashboard with your key metrics
- Branded board packet templates
- Committee-specific access and workspaces
- Custom meeting workflows and notifications
Integration Possibilities
QuickBooksStripeSalesforceGoogle WorkspaceZoomDocuSign
Customer Testimonial
"Board members now access real-time metrics instead of waiting for quarterly PDFs. Engagement has never been higher."- Sarah Chen, GrowthCo Board