Board Reporting

This template consolidates key performance metrics and financial data into a comprehensive report for presentation to board members, enabling informed decision-making and strategic oversight.

Compatible with Excel

Enter data into each tab

Hide / unhide columns in the P&L, Balance Sheet, and Cash Flows tab

Highlight the relevant details, and copy (CTRL + C)

Paste as picture (ALT + H + V + U)

Cut Picture (CTRL + X)

Navigate to powerpoint / google slides and paste (CTRL + V)

Instructions

How does it work?

Download the template from the Microsoft App store, and get access to 80+ excel templates, infographics, power point files.
What type of templates are included?

Accounting templates, FP&A templates, Dashboards, and Templates to learn excel
How long will I have access for?

You will have access for an entire year
What is the price?

$50 / month, paid annually.
What technical requirements do I need?

You will need a license to Microsoft Excel
Will I be notified of new templates added

Yes! We will continue adding new templates, which will sync directly to the plugin that you will have access to.
Do you have a google sheets integration?

Not yet, but it's on the roadmap!
Can I connect my data to these templates?

Not yet, but we will be releasing a premium version of our plugin soon where you will be able to!