Board Report Template
The charts and tables a board expects, ready to drop into slides.
Board Report Template is a free Excel workbook: 3 sheets, 40 live formulas and realistic sample data throughout, 13 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Board pack sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | Metric | Actual | Plan | Variance | Var % | RAG | Commentary |
|---|---|---|---|---|---|---|---|
| 7 | Revenue | =INDEX(Data!$B:$B,$B$2+1) | =INDEX(Data!$J:$J,$B$2+1) | =$B7-$C7 | =IF($C7=0,"",$D7/ABS($C7)) | =IF($E7="","",IF(ABS($E7)>=$B$4,"Red",IF(ABS… | |
| 8 | Gross profit | =INDEX(Data!$C:$C,$B$2+1) | =INDEX(Data!$K:$K,$B$2+1) | =$B8-$C8 | =IF($C8=0,"",$D8/ABS($C8)) | =IF($E8="","",IF(ABS($E8)>=$B$4,"Red",IF(ABS… | |
| 9 | Operating costs | =INDEX(Data!$D:$D,$B$2+1) | =INDEX(Data!$L:$L,$B$2+1) | =$B9-$C9 | =IF($C9=0,"",$D9/ABS($C9)) | =IF($E9="","",IF(ABS($E9)>=$B$4,"Red",IF(ABS… | |
| 10 | EBITDA | =INDEX(Data!$E:$E,$B$2+1) | =INDEX(Data!$M:$M,$B$2+1) | =$B10-$C10 | =IF($C10=0,"",$D10/ABS($C10)) | =IF($E10="","",IF(ABS($E10)>=$B$4,"Red",IF(A… | |
| 11 | Cash balance | =INDEX(Data!$F:$F,$B$2+1) | =INDEX(Data!$N:$N,$B$2+1) | =$B11-$C11 | =IF($C11=0,"",$D11/ABS($C11)) | =IF($E11="","",IF(ABS($E11)>=$B$4,"Red",IF(A… | |
| 12 | Headcount | =INDEX(Data!$G:$G,$B$2+1) | =INDEX(Data!$O:$O,$B$2+1) | =$B12-$C12 | =IF($C12=0,"",$D12/ABS($C12)) | =IF($E12="","",IF(ABS($E12)>=$B$4,"Red",IF(A… | |
| 13 | New customers | =INDEX(Data!$H:$H,$B$2+1) | =INDEX(Data!$P:$P,$B$2+1) | =$B13-$C13 | =IF($C13=0,"",$D13/ABS($C13)) | =IF($E13="","",IF(ABS($E13)>=$B$4,"Red",IF(A… | |
| 14 | Churn % | =INDEX(Data!$I:$I,$B$2+1) | =INDEX(Data!$Q:$Q,$B$2+1) | =$B14-$C14 | =IF($C14=0,"",$D14/ABS($C14)) | =IF($E14="","",IF(ABS($E14)>=$B$4,"Red",IF(A… |
What’s in the file
What it explains
- Write the commentary against variance, not against actuals
- Three numbers a board will always ask for
Download it
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<a href="https://www.datahubpro.co.uk/excel-templates/board-report">Board Report Template</a> — free Excel template from DataHub Pro
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