Skip to main content
Board prep in HarborOS isn’t a separate exercise from running the business — the pack is built from the same numbers you’ve been working with all month. Instead of rebuilding charts in a slide tool, you assemble them from your live data and export.

Build the pack from Beacon

The Board surface holds the charts and snippets you’ve pinned from Beacon. The flow is simple: ask Beacon for what you want — ARR over time, customer concentration, a renewal timeline, an ARR waterfall, a board-ready KPI slide — and when it draws something you want to keep, pin it to the board. Each pinned block is built from a real lookup against your data, so nothing on your board is a number you typed into a slide by hand. You arrange the pinned blocks into the pack you want, then remove anything you don’t need.

Export to PowerPoint

When the pack is ready, export it to .pptx. You get a PowerPoint deck of your board blocks — titles, KPI slides, and charts — that you can drop into your own template or present as-is. Because it came from your live numbers, the deck matches what’s in HarborOS exactly; there’s no reconciliation between “the system” and “the deck.”

Share a fixed view instead

Sometimes you don’t need a deck — you need to hand someone a number they can open and trust. Most of HarborOS’s outputs can be shared through a private link: A shared link is a frozen view the recipient opens without an account, while your live numbers keep moving underneath. It’s useful for a board member or investor who wants to look between meetings.

Why it holds up

The reason this matters isn’t convenience — it’s defensibility. Every chart in the pack and every shared view traces back to the contracts behind it. When someone asks how a number was built, the answer isn’t “I’ll check the spreadsheet” — it’s already in the system, and you can open it. That’s the whole point: walk into the board meeting able to stand behind every number on the screen.