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What's inside the board report template?
Thirteen 16:9 slides. Every chart and table is a native PowerPoint object you can edit, and every slide has speaker notes that explain what goes there and what directors look for.
| # | Slide | What it shows |
|---|---|---|
| 1 | Cover | Company, meeting date, period covered, confidentiality |
| 2 | Agenda | Order of business with the presenter of each item |
| 3 | CEO summary | What went well, what didn't, what the board is asked for, three headline numbers |
| 4 | Financial summary | Profit and loss table: quarter and year to date against budget, with variances |
| 5 | Revenue and margin | Column chart of monthly revenue against budget and a gross margin line |
| 6 | Cash and runway | Month end cash chart, average net burn, runway and cash out date |
| 7 | KPIs | Six KPI tiles with target, last quarter and status |
| 8 | Operations | Delivery trend chart, highlights and one item to watch |
| 9 | People | Headcount by department (stacked chart), open roles, turnover, engagement |
| 10 | Risk register | Top five risks with likelihood, impact, trend, owner and mitigation |
| 11 | Decisions required | Three numbered decisions with recommendation and impact |
| 12 | Appendix | Balance sheet table at quarter end, last quarter and year end |
| 13 | Keeping the pack current | How to refresh it by hand or automatically |
The sample company is Acme Ltd. The figures are made up but consistent: the P&L adds up, and the cash, burn and runway agree with each other.
How do you use the template by hand?
- Download the file and open it in PowerPoint.
- Start with the tables: replace the profit and loss figures on slide 4 and the balance sheet on slide 12 with your management accounts.
- Update each chart: right click it, choose Edit Data, and paste your monthly figures into the sheet that opens.
- Update the KPI tiles, the risk register and the decisions, then rewrite each slide title so it states the message ("Revenue ahead of budget"), not just the topic.
- Write the CEO summary last, delete the sample data label on the cover, and send the pack to directors at least five working days before the meeting.
Expect half a day the first time, mostly finding and checking numbers. The work repeats every quarter.
How do you wire it to live data with INSYNCR?
Most of a board pack is numbers that already exist in a spreadsheet or the finance database. INSYNCR links PowerPoint to them, so you refresh the pack instead of retyping it.
- Install INSYNCR. It appears as a tab in the PowerPoint ribbon.
- Link the P&L table, the balance sheet, the charts and the KPI numbers to the matching cells in your Excel workbook or a query on SQL Server.
- Before each board meeting, refresh. Every linked number updates in place; you check them and write the commentary.
The template's charts and tables are native PowerPoint objects, so links attach without rebuilding any slide. INSYNCR runs in PowerPoint on Windows (Office 2016 and later), not on a Mac or in the browser. Excel works on every plan; SQL Server needs the Professional plan.
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Questions about this template
What should a board report include?
A CEO summary, the financials against budget, cash and runway, the agreed KPIs, an operational update, people, the top risks and the decisions the board must make. Supporting detail such as the balance sheet goes in an appendix. This template follows that order.
What's the difference between a board report and a board pack?
They're often used for the same thing. Strictly, the board pack is everything sent to directors before the meeting (agenda, minutes, papers), and the board report is the management report inside it. This template is the management report part.
How many slides should a board pack have?
Twelve to twenty slides of main content is typical, with detail in the appendix. Directors should be able to read the CEO summary and the decisions slide and know what the meeting is for.
Is the board report template free to use?
Yes. There's no form, no sign up and no watermark beyond a small "Template by INSYNCR" footer you can delete. Use it for your own company or your clients.