Board Report Template
The charts and tables a board expects, ready to drop into slides — assemble the quarterly pack without the scramble.
Prefer the spreadsheet? Download the .xlsx — free with an account, 3 free downloads.
See inside before you download: Board Report Template
What's inside this template
How it works
It loads with realistic sample data so you see a finished result immediately — nothing to set up.
Type over the sample values, or upload your own file and map the columns in a couple of clicks.
The Executive Dashboard recalculates instantly. Export to Excel or send a live link.
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Common questions
What does a board actually want to see?
Performance against plan, cash position and runway, the two or three things that changed, and any decision being asked of them. Everything else belongs in an appendix.
How far in advance should the pack go out?
Three to five days. Sending it the night before guarantees the meeting is spent reading rather than deciding, which wastes the most expensive hour on the calendar.
Can I export this into slides?
Yes — the charts and tables export to PPTX and DOCX with your branding, so the pack assembles from the data rather than from screenshots.
Start from the Board deck data pack template
Open it with sample data, swap in your own, and export in seconds — no formulas, no blank page.
Use this template free →