Board Report Template
A free board report template that fills itself from a Google Sheet. KPIs, financials, product updates, key asks — one polished board deck, auto-rebuilt every month or quarter.
Free. No credit card. No trial.
What this report looks like
A good board report covers five things: financial state (revenue, runway, P&L), KPI progress vs plan, product/operational updates, key risks, and asks from the board. SlideMaker turns this into a template that fills itself from a master metrics sheet.
The deck rebuilds monthly or quarterly, ready for the board meeting without any manual formatting. The founder reviews, adds narrative, sends.
Three ways this gets used
Concrete examples to picture before signing up.
Monthly board update
Founder spends a day before each board meeting hand-formatting the standing template with this month's numbers.
A monthly board report regenerates from the master metrics sheet on the 1st. Founder reviews, adds narrative, sends to board. Half a day saved every month.
Quarterly board deck
CEO + CFO spend 2 days rebuilding the quarterly board deck. Different slides per function. Coordination overhead alone is half the work.
A quarterly board report runs from one master sheet with rows per function. Each function lead updates their row. The deck rebuilds at quarter-end.
Investor monthly update
Investor monthly update is always late because hand-building the slides is the bottleneck.
A scheduled board report regenerates on the 1st. CEO sends with a paragraph of narrative. Goes out on the 2nd, every month, without fail.
Set this up in three steps
Two minutes the first time. Zero minutes every time after.
Connect a data source
Point to a Google Sheet tab or paste any public URL.
Choose a cadence
Daily, weekly, monthly, or quarterly. Set the time and timezone.
Pick a theme + go
The report rebuilds itself on every run with the latest data. Pause or edit any time.
Common questions
What does a board report typically include?
Financial summary (revenue, P&L, cash, runway), key KPIs vs plan, product and operational highlights, top risks or concerns, headcount and hiring, and key asks of the board.
Is the board report private?
Yes. Each generated report has a share URL that only people you send the link to can access. The deck itself is not indexed or searchable.
Can I customize sections per company stage?
Yes. Pre-seed startups might emphasize product progress; Series B might emphasize unit economics. Edit the template once for your stage, every regenerate uses the same structure.
Other automated report templates
Same engine. Different reports. All free.
Set up your board report in two minutes
Free. No credit card. No trial.
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