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Board Reporting One Pager

This template succinctly presents essential business metrics and performance indicators on a single page, facilitating concise and efficient communication with board members and stakeholders.

Compatible with Excel

  1. Make updates to the Executive Summary Section for the text

  2. For the ARR chart, click into the chart, hit select data, and update your results

  3. Update The Financial Summary and New Sales Bookings section for Budget and Actual columns

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!
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