> ## Documentation Index
> Fetch the complete documentation index at: https://docs.harboros.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Board preparation

> Build a board pack from your real numbers — pin charts from Beacon, export to PowerPoint, and share fixed views.

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](/concepts/beacon). The flow is simple: ask Beacon for what you want — [ARR](/get-started/glossary) 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 [snapshot or a saved comparison](/workflows/snapshots) — a point-in-time picture, or a "what moved this quarter" diff.
* A forecast.
* A [scratch pad](/workflows/scratch-pad) scenario.

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.