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FS
Fusion Software Development — Board Dashboard
Management performance pack · AUDPrototype on real April-26 data● UNLOCKED — pending review
Charts render in a browser (open http://localhost:4321 or the file directly).
Revenue mix — this month
Trading revenue by stream
Reported loss → underlying profit: the FX bridge
The single most important view for the board — it isolates currency noise from operating performance
Reported NPBT — monthly
Reported earnings by month (includes unrealised FX swings)
Operating expense by category
This month, from the live Xero P&L
⚑ The decision this data is pointing at: an FX treasury policy
The business is holding — of cash, with material foreign-currency exposure
from the IP transaction. With no hedging policy, every monthly close rides on the AUD exchange rate —
April's unrealised revaluation alone was —, and that volatility will keep
distorting reported earnings and net assets every month. This is a board-level treasury question:
hedge, convert, or consciously hold the exposure.
Total cash & bank
—
from Xero balance sheet
Unrealised FX swing
—
non-cash, this month
EUR revaluation
—
enter in Finance Inputs
USD revaluation
—
enter in Finance Inputs
Executive Summary
Month actual vs budget, financial-year-to-date, and month-on-month — matching the board pack's summary table. YTD is the sum of the months Beacon holds; "—" means the figure isn't in the source data.
SaaS Metrics
Month-over-month movement. Figures trace to Xero, the engine, and the Zoho subscription book; "—" with a flag means the value or its movement is not in the source data (never estimated).
ARR Waterfall
How ARR moved this month: Opening + New + Upsell − Downsell − Churn = Closing. Click any movement line to see which customers drove it and their $ impact. Computed by diffing the Zoho per-customer book month-over-month — never estimated.
Business Assessment & Recommendations
CFO-style narrative generated by Claude on top of the locked figures — it never originates a number, and explicitly flags missing or ambiguous data.
Finance Inputs
The few values Xero can't determine on its own — entered by the accounts team each month. Everything else is automatic from Xero and Zoho.
Profit & Loss
Revenue & gross profit by stream, the full statement (live from Xero), and the management summary vs budget.
P&L summary — month actual vs budget
Account
Actual
Budget
Var %
EBITDA / Adjusted EBITDA exclude unrealised FX, bank revaluation, interest, tax, D&A,
unbudgeted bad-debt provision, realised FX and the one-off March CEO FY25 bonus — per the management report's
definitions. Actuals and budget are computed live by the engine from Xero; budget/variance show only where Xero
carries a budget. "—" means the figure is not in the source data (no YTD / prior-period series is held yet).
Balance Sheet
As at period end — live passthrough from Xero.
Cash Flow
Derived (indirect method) from net profit + non-cash items ± working-capital movement.
Flagged items need finance confirmation.
Subscriptions
Live from Zoho — the subscription book (analytics only; revenue is reconciled in Xero).
Other Matters
Solvency & leverage, working-capital efficiency, related-party balances, and known open items.
Reconciliation & Sign-off
Source control-total checks, open rule items to lock with finance, and the approval record.