Component library

Showing 8 components in the finance deck with role list.

  • <RagStatusBoard>

    financeDataListPresentation

    RAG (red, amber, green) health rows with workstream name and note.

    When to use: Programme or portfolio project status on one slide.

    Preview

    Programme health

    • Green

      Platform

      Release train on schedule.

    • Amber

      Data

      Schema review slips one week.

    • Red

      Change

      SME availability for UAT not confirmed.

    PropTypeNotes
    titlestringOptional. Default: Status. Heading above the list.
    rows{ workstream: string; status: "red" | "amber" | "green"; note: string }[]Required. One row per workstream with RAG dot and short note.

    Examples

    <RagStatusBoard
      title="Programme health"
      rows={[
        { workstream: "Platform", status: "green", note: "Release train on schedule." },
        { workstream: "Data", status: "amber", note: "Schema review slips one week." },
        { workstream: "Change", status: "red", note: "SME availability for UAT not confirmed." },
      ]}
    />
  • <BlockersAndAsks>

    financeListPresentation

    Two columns: blockers list and asks list using the slide bullet style.

    When to use: Committee or sponsor slide separating risks from explicit decisions needed.

    Preview

    Blockers

    • SAP cutover window clashes with quarter close
    • UAT sign-off owner on leave

    Asks

    • Confirm Wave 2 scope by Friday
    • Nominate deputy approver for finance
    PropTypeNotes
    blockersTitlestringOptional. Default: Blockers. Left column heading.
    asksTitlestringOptional. Default: Asks. Right column heading.
    blockersstring[]Required. Bullet strings for blockers.
    asksstring[]Required. Bullet strings for asks.

    Examples

    <BlockersAndAsks
      blockers={["SAP cutover window clashes with quarter close", "UAT sign-off owner on leave"]}
      asks={["Confirm Wave 2 scope by Friday", "Nominate deputy approver for finance"]}
    />
  • <NextThirtyDays>

    financeListTimelinePresentation

    Ordered list of dated commitments for the coming month.

    When to use: Delivery cadence or milestone preview on project update decks.

    Preview

    Next 30 days

    1. Week 1Freeze scope for pilot A.
    2. Week 2Integration test with sandbox ERP.
    3. Week 4Go / no-go for production cutover.
    PropTypeNotes
    titlestringOptional. Default: Next 30 days. Slide heading.
    items{ date: string; text: string }[]Required. `date` is a short label (e.g. "12 Jun" or "Week 2"); `text` is the commitment.

    Examples

    <NextThirtyDays
      items={[
        { date: "Week 1", text: "Freeze scope for pilot A." },
        { date: "Week 2", text: "Integration test with sandbox ERP." },
        { date: "Week 4", text: "Go / no-go for production cutover." },
      ]}
    />
  • <RiskRowList>

    financeListDataPresentation

    Risk watchlist with severity chip, one-line note, and owner; rows stagger in on slide enter (client).

    When to use: Use for an IC red and amber slide or a portfolio watchlist intro. Four to eight risks is the sweet spot.

    Preview

    Risks

    • High

      FX exposure on euro revenue

      Hedge ratio under target by 18 points.

      Treasury
    • Medium

      Key-person dependency in finance

      Successor named, knowledge transfer in flight.

      CFO
    PropTypeNotes
    titlestringOptional. Default: Risks. Slide heading.
    risks{ title: string; severity: "low" | "medium" | "high"; note: string; owner?: string }[]Required. Risk rows. Severity drives the chip colour.
    tweenobjectOptional. Optional GSAP vars for the row entrance.

    Examples

    <RiskRowList
      risks={[
        { title: "FX exposure on euro revenue", severity: "high", note: "Hedge ratio under target by 18 points.", owner: "Treasury" },
        { title: "Key-person dependency in finance", severity: "medium", note: "Successor named, knowledge transfer in flight.", owner: "CFO" }
      ]}
    />
  • <ThesisBullets>

    financeListStatementPresentation

    Investment thesis bullets with numbered chips; bullets stagger in from the left on slide enter (client).

    When to use: Use for three to five thesis points on IC slide 2. Keep each bullet to one tight sentence.

    Preview

    Investment thesis

    • 1

      Top three operator in a structurally undersupplied UK community-care market.

    • 2

      Margin expansion runway from a measured pricing-policy reset under new CFO.

    • 3

      Three identified bolt-on targets at sub-6x EBITDA priced before year-end.

    PropTypeNotes
    titlestringOptional. Default: Investment thesis. Slide heading.
    bulletsstring[]Required. Three to five thesis bullet strings.
    tweenobjectOptional. Optional GSAP vars for the bullet entrance.

    Examples

    <ThesisBullets
      bullets={[
        "Top three operator in a structurally undersupplied UK community-care market.",
        "Margin expansion runway from a measured pricing-policy reset under new CFO.",
        "Three identified bolt-on targets at sub-6x EBITDA priced before year-end."
      ]}
    />
  • <ICActionsSince>

    financeListDataPresentation

    Status of conditions or actions agreed at the previous IC; rows show status chip plus optional owner and stagger in on slide enter (client).

    When to use: Use as IC slide 2 or 3 to show what has happened since the last meeting. Three to eight items.

    Preview

    Actions since last IC

    • DoneSign top three customer MSAs.CCO
    • In progressResolve pension surplus question.CFO
    • OpenHire VP Engineering.CEO
    • BlockedClose the Frankfurt acquisition.Corp dev
    PropTypeNotes
    titlestringOptional. Default: Actions since last IC. Slide heading.
    items{ text: string; status: "done" | "in-progress" | "open" | "blocked"; owner?: string }[]Required. Action rows; status drives chip colour.
    tweenobjectOptional. Optional GSAP vars for the row entrance.

    Examples

    <ICActionsSince
      items={[
        { text: "Sign top three customer MSAs.", status: "done", owner: "CCO" },
        { text: "Resolve pension surplus question.", status: "in-progress", owner: "CFO" },
        { text: "Hire VP Engineering.", status: "open", owner: "CEO" },
        { text: "Close the Frankfurt acquisition.", status: "blocked", owner: "Corp dev" }
      ]}
    />
  • <TopMovers>

    financeDataListPresentation

    Two-column top contributors and detractors to NAV or MOIC; rows stagger in on slide enter (client).

    When to use: Use for a portfolio performance review slide. Three to five rows per side.

    Preview

    Top movers

    Contributors

    • Lumen Health

      EBITDA beat from pricing reset

      +£14m
    • Atlas Software

      ARR up 28% on enterprise wins

      +£9m

    Detractors

    • Northwind Logistics

      Volume down on customer churn

      -£6m
    • Pico Materials

      Energy cost pass-through lag

      -£3m
    PropTypeNotes
    titlestringOptional. Default: Top movers. Slide heading.
    contributorsTitlestringOptional. Default: Contributors. Left column heading.
    detractorsTitlestringOptional. Default: Detractors. Right column heading.
    contributors{ name: string; driver: string; value: string }[]Required. Top contributors. Pre-format value (e.g. "+£12m", "+90 bps").
    detractors{ name: string; driver: string; value: string }[]Required. Top detractors. Pre-format value with sign.
    tweenobjectOptional. Optional GSAP vars for the row entrance.

    Examples

    <TopMovers
      contributors={[
        { name: "Lumen Health", driver: "EBITDA beat from pricing reset", value: "+£14m" },
        { name: "Atlas Software", driver: "ARR up 28% on enterprise wins", value: "+£9m" }
      ]}
      detractors={[
        { name: "Northwind Logistics", driver: "Volume down on customer churn", value: "-£6m" },
        { name: "Pico Materials", driver: "Energy cost pass-through lag", value: "-£3m" }
      ]}
    />
  • <WatchlistPanel>

    financeListDataPresentation

    Portfolio company watchlist with company, issue, trend chip, and actions; rows stagger in on slide enter (client).

    When to use: Use for a portfolio review slide that calls out the names needing attention. Three to six items keeps the slide readable.

    Preview

    Watchlist

    • Northwind LogisticsCustomer churn in EU southDeterioratingPricing review by 30 Jun.
    • Pico MaterialsMargin pressure from energyStableHedge programme expanded.
    • Atlas SoftwareSalesforce ramp slower than planImprovingNew CRO joins in Q3.
    PropTypeNotes
    titlestringOptional. Default: Watchlist. Slide heading.
    items{ company: string; issue: string; trend: "improving" | "stable" | "deteriorating"; actions: string }[]Required. Watchlist rows; trend drives chip colour and arrow.
    tweenobjectOptional. Optional GSAP vars for the row entrance.

    Examples

    <WatchlistPanel
      items={[
        { company: "Northwind Logistics", issue: "Customer churn in EU south", trend: "deteriorating", actions: "Pricing review by 30 Jun." },
        { company: "Pico Materials", issue: "Margin pressure from energy", trend: "stable", actions: "Hedge programme expanded." },
        { company: "Atlas Software", issue: "Salesforce ramp slower than plan", trend: "improving", actions: "New CRO joins in Q3." }
      ]}
    />