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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
  1. Enter data into each tab

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

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

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

  1. Cut Picture (CTRL + X)

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


  • 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!
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