EQV Truth Dashboard

EQV Framework · Internal Document · Confidential

Truth Dashboard

Metrics Integrity System — reviewed by leadership before all external communication

Organization

Period

Prepared By

Review Date

◆ Purpose: make accurate self-assessment the standard input for communication — not something that happens after the communication strategy has been set. — EQV Ch. 9

Canonical Metric Definitions

Every metric used externally must match its internal definition without modification for audience

"Any metric label used externally must match its internal definition without modification for audience. The test: is the metric definition the same in the internal dashboard as in the board presentation?"

EQV Framework · Ch. 9 · Unicorn Syndrome: Escape Strategies

Metric Name	Internal Definition (exact)	How Used Externally	Match?	Notes / Caveats

Actuals vs. Plan Tracker

Gaps displayed prominently, not buried — to normalize their visibility before external communication

"The gap is displayed prominently, not buried. The purpose is to normalize the visibility of gaps before they reach external communication contexts."

EQV Framework · Ch. 9 · Truth Dashboard System · Step 2

Metric	Plan / Target	Actual	Gap	Gap %	Status	Context / Explanation

◈

Materiality Threshold

Gaps at or beyond this level trigger proactive disclosure — agreed in advance, not in the moment

Trigger disclosure when gap exceeds % from plan — set by the leadership team before the communication cycle begins

Pre-Brief Leadership Checklist

Complete together — before any board presentation, investor update, or major stakeholder communication

"The leadership team reviews the Truth Dashboard together. This creates a shared baseline of what is actually true before the presentation strategy is discussed."

EQV Framework · Ch. 9 · Truth Dashboard System · Step 3

Dashboard reviewed by the full leadership team — synchronously, not circulated for individual reading

The pre-brief must precede all discussion of presentation strategy or narrative framing

All canonical metric definitions confirmed current — no label changes or scope adjustments since last review

If a definition has changed, the reason must be documented and consistent across all audiences

All gaps identified and named aloud — every row where actual falls below plan stated explicitly by the group

The gap must be visible to the full team before anyone begins working on how to present it

Materiality threshold applied — any gap at or above threshold identified for proactive disclosure in Step 4

The disclosure decision is made here, not during the presentation itself

Shared baseline confirmed before framing begins — team agrees on what is actually true before communication strategy is discussed

Favorable framing of genuinely favorable results is permitted; framing that exceeds the factual baseline is the trap

External narrative checked against dashboard — every material claim in the draft has a corresponding row on this dashboard

"Is the narrative frame the same in the investor update as in the team all-hands? If the answer is no, the gap is the trap operating." — EQV Ch. 9

Leader

Date

For Communication

Disclosure Standard

Gaps at or above threshold are disclosed proactively — not held until asked

"Any performance gap that exceeds a pre-agreed materiality threshold is disclosed proactively in the next scheduled stakeholder communication rather than held until asked. The leader identifies who needs to know, in what format, and by when."

EQV Framework · Ch. 9 · Truth Dashboard System · Step 4

Gap / Issue	Magnitude	Who Needs to Know	Format	By When	Status	Owner

—

Canonical Metrics Defined

—

Gaps Below Plan

—

Require Disclosure

—

Pre-Brief Items Checked