Board Narratives

The Board Narrative engine assembles a comprehensive data bundle from across the PILLAR platform and uses Claude to generate structured, board-ready narratives. Each narrative contains multiple sections with prose content, supporting data points, trend indicators, and severity classifications.

Board Narratives are powered by Anthropic’s Claude AI. The engine enforces pre-computed KPIs to ensure generated numbers match PILLAR’s verified data exactly.

How It Works

PILLAR data (accounts, renewals, signals, plays, territories, org metrics)
  → Data bundle assembly (parallel fetch of all relevant tables)
  → Pre-computed KPI injection (verified numbers Claude must use verbatim)
  → Prompt construction (tone + narrative type + section instructions)
  → Claude API call (structured JSON response)
  → Narrative persistence (saved to board_narratives table)

Narrative Types

Type	Title	Sections
`executive_summary`	Executive Summary	Revenue Health, Portfolio Risk, Pipeline & Growth, Territory Performance, Signal Intelligence
`quarterly_review`	Quarterly Business Review	Quarter in Review, Revenue Composition, Customer Health Trends, Operational Efficiency, Forward Outlook
`renewal_forecast`	Renewal Forecast & Retention Analysis	Renewal Pipeline Overview, Risk Assessment, Retention Trajectory, Account-Level Concerns, Save & Expansion Opportunities
`territory_health`	Territory Health & Coverage Report	Territory Overview, Top Performing, Underperforming, Balance Analysis, Signal Density
`pipeline_update`	Pipeline & Growth Update	Pipeline Summary, Deal Velocity, New Business Pipeline, Expansion Pipeline, Forecast Confidence

Each narrative type generates 5 core sections plus an optional “Strategic Recommendations” section when includeRecommendations is enabled.

Tone Options

Tone	Style
`board_formal`	Authoritative third person, present tense, precise language. 2-3 paragraphs per section.
`exec_concise`	Punchy, direct, action-oriented. Short paragraphs, lead with key insight.
`detailed_analytical`	Thorough, data-rich, with clear reasoning chains and supporting evidence.

Data Assembly

The engine assembles data from the following sources in a single parallel fetch:

Source	Data
Accounts	Total count, ARR, health scores, risk scores, segment/tier breakdown, at-risk list, top accounts
Renewals	Upcoming renewals, renewable ARR, at-risk renewal ARR, dispositions
Signals	Active signal count by severity and category, recent critical signals
Plays	Active/completed counts, completion rate
Territories	Per-territory account count, ARR, average health
Org Metrics	ARR, NRR, GRR, CAC, LTV/CAC, margins, pipeline, Rule of 40
Blueprint	GTM maturity scores by category (if available)

Pre-Computed KPIs

To prevent the AI from hallucinating numbers, the engine pre-computes all aggregate KPIs and injects them into the prompt with explicit instructions to use them verbatim:

Total Portfolio ARR
At-risk account count and ARR (with % of portfolio)
Total renewable ARR and at-risk renewal ARR (with % of renewable)
Critical and warning signal counts
Top territory metrics (name, accounts, ARR, health)
Lowest health territory metrics
Play execution stats (active, completed, completion rate)
Average health and risk scores

Narrative Sections

Each section in the generated narrative contains:

Field	Type	Description
`heading`	string	Section title
`content`	string	Markdown prose content (2-4 paragraphs)
`dataPoints`	array	2-4 key metrics with label, value, and trend direction
`severity`	string	`positive`, `neutral`, `caution`, or `critical`

Data points include trend indicators:

Trend	Meaning
`up`	Metric is increasing
`down`	Metric is decreasing
`flat`	No significant change

Data Model

PILLAR stores generated narratives with full data snapshots for auditability. Each narrative includes the type, period, generated sections with content and data points, the complete data bundle used for generation (audit trail), tone, model version, and generation metadata.

Detailed data model schemas are available in the PILLAR Implementation Guide provided to active customers.

API Endpoints

POST /api/narratives/generate

See the Narratives API reference for full endpoint documentation.

Access

Available to: CRO/CEO, VP Sales, RevOps (executive roles)

​Board Narratives

​How It Works

​Narrative Types

​Tone Options

​Data Assembly

​Pre-Computed KPIs

​Narrative Sections

​Data Model

​API Endpoints

​Access

Board Narratives

How It Works

Narrative Types

Tone Options

Data Assembly

Pre-Computed KPIs

Narrative Sections

Data Model

API Endpoints

Access