Pallas Software Group & Fintech Portfolio
Portfolio weekly reports
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Weekly report

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1
Business & submitter
i

Determined automatically from your report content when you submit — this is not something you set yourself.

2
Highlights of the week
i
3
Lowlights of the week
i
4
Sales (excluding PS)
i
vs target
Net weekly sales £
£
MTD sales £
£
MTD target £
£
JFT Core — by entity
5
Monthly performance from Toolkit
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Optional
Complete this section in the week of your Monthly Toolkit review only. Leave all fields blank in other weeks.
Net revenue
£
£
—
EBITA
£
£
—
Monthly growth %
%
%
—
EBITA / Net revenue %
%
%
—
Monthly BQR % (Growth % + EBITA/NR % — auto-calculated)
—
—
—
6
Attrition
i
CustomerAmount £Saveable?Controllable?Reason
JFT Core — by entity
CustomerAmount £Saveable?Controllable?Reason
CustomerAmount £Saveable?Controllable?Reason
7
Bad debt exposure
i
Optional
CustomerAmount £StatusReason
JFT Core — by entity
CustomerAmount £StatusReason
CustomerAmount £StatusReason
8
Accounts receivable
i
Current £
£
31-60d £
£
61-90d £
£
91-180d £
£
181-270d £
£
271-365d £
£
365+ £
£
Total £
£0
Over 60 days£0 (0%)
Over 90 days£0 (0%)
JFT Core — by entity
9
Professional services
i
Mark as N/A
PS this week £
£
ARR this week £
£
PS MTD £
£
ARR MTD £
£
PS month target £
£
ARR month target £
£
10
R&D releases this week
i
ReleaseDateCommentary
JFT Core — by entity
ReleaseDateCommentary
ReleaseDateCommentary
11
Customer support
i
Tickets raised
Tickets resolved
AI only resolved
JFT Core — by entity
12
AI initiatives
i
ProjectDateCommentary
13
Other
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Optional
14
Supporting attachments
i
Optional
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Friday auto-submit

If a draft for the current week hasn't been submitted by this time on Friday (UK time), it's automatically finalized on the BUL's behalf — covers leave/absence. The resulting submission is clearly flagged as auto-submitted, and still gets an AI-determined RAG.

Submission

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