Agencies and research

A thousand charts. Forty markets. One refresh.

The same chart set, per client or per market, every month or quarter. The Brandsmith took two to three business days out of every quarterly review, across more than fifty clients.

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Market Research Report.pptxSaved to this PC

FileHomeInsert DesignINSYNCR PostgreSQL

Halverson GroupMarket Research Report

Markets42

Variables45

Charts on the deck1,040

The local competitor set swaps per market

Research warehouse

Halverson Group
Meridian Foods
Northbeam Retail
Orbis Telecom
Pinewood Motors

0 of 64 clients

1Connect the source
2Bind the shapes
3Rule the formatting
4Generate one per record

Example data

The Market Research Report generated from the research warehouse, one document per client. Example data.

The problemOne deck per client, the same shape every time, and the chart set grows with the client list. The deadline is the constraint rather than the analysis, and the senior people are the ones pasting. What it costs nowThe Brandsmith measured it before: two to three business days per quarterly review, on more than fifty clients a quarter. Put your own numbers in. The reportThe monthly client report, the quarterly business review, the tracker wave deck. The cycleMonthly and quarterly, per client. The sourcesSurvey and research data in Excel, SQL or a research platform's export. The INSYNCR feature that carries itBound charts that keep the brand template, in slide filtering per client or market, Snapshot for one deck per client.

What changed

The Brandsmith got the quarter back.

charts updating at once

1,000 plus

less time per QBR

25 to 50%

saved per QBR, 50 plus clients a quarter

2 to 3 days

A marketing services agency in Southern California, reporting to clients from Fortune 100 adjacent firms to global manufacturers. Read the story.

Bound, not generated

AI can draft your deck. It cannot promise that slide 4 matches the ledger.

A generated number is a guess that reads well. A bound number is a cell, a query or a field you can point at, inspect and explain to someone who cannot read code. When the report has a consequence, that difference is the product.

Generated

Fluent, and unaccountable

Ask an assistant for the quarterly pack and you get a plausible deck. Nobody can tell a correct rule from a convincing wrong one, and a report generated for the wrong client is a perfectly correct report. Nothing downstream detects it.

Bound

Every number has an address

Each figure, chart and table in the slide is linked to the exact cell, view or field it came from. Refresh brings the new data through the same link. The reviewer checks what changed, and the auditor can follow the line back.

Use Copilot to write the commentary. Use INSYNCR to make sure the numbers under it are real.

FAQ

Questions people ask before they try it

Can one template serve fifty clients?

Yes. One filter per client, one Snapshot run, fifty decks.

Do the charts keep our design?

Yes. INSYNCR binds native Microsoft PowerPoint charts and keeps the template's formatting; the data supplies only the values.

Try it on your own report

Start with the pack you rebuilt last quarter.

Business is the pack this case needs: it reads these sources and generates one document per record.

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No credit card · Your data stays on your PC · Windows, Office 2016+