← All templates
Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.
Board Pack
The quarter for a board audience: revenue, margin, plan and what is next.
PresentationFinanceAny industryWhat it needs from your data
| Needs | a revenue or money column, a category (~4 values) |
|---|---|
| Optional | dates for trends, 11 more |
What is on it
- Revenue over time Area chart
- Revenue by region Treemap
- Where gross profit comes from Waterfall chart
- Margin by unit and region Heatmap
- Over and under plan Diverging bar chart
- Actual against budget Combo chart
- Where operating cost concentrates Pareto chart
- Cost against income Scatter plot
- Operating income over time Area chart
- Margin across units Radar chart