Board Deck Recipe
Create compelling and comprehensive presentations for your board meetings with our Board Deck Template. Designed for B2B SaaS companies, this template provides a structured format to showcase key metrics, strategic updates, financial performance, and business insights in a professional and visually appealing manner.
Loved by business users
Scoop is a critical reporting layer on top of our CRM and other internal tools. Scoop provides me with automated sales reports on leads and deals, simplifying my board reporting, and I can easily create reports that are impossible within the CRM. As we grow and our sales process changes, Scoop makes it easy to adapt to those changes without significant IT help.
Peter Rice
President & COO at CCX
Free Board Deck Template using a visual canvas and spreadsheets
Enhance your board meetings by presenting data in an easily digestible format. This template uses pre-made charts, graphs, and infographics to present your company's performance and plans.
- Instantly generate this canvas with data from any CRM or financial system where you store your business data (like Salesforce or QuickBooks)
- Create an executive summary and detailed sections for market analysis, product updates, sales and marketing performance, financial statements, and future strategic plans
- Test different strategic scenarios by inputting data into Sheetlets that interact with your charts and graphs to visualize changes
- Identify key metrics and trends to support informed decision-making
Who It's For and Benefits
- Who It's For: CEOs, CFOs, and other executives who need to present comprehensive business insights.
- Value: Streamline your board reporting process, save time on data preparation, and deliver clear, impactful presentations that drive strategic discussions and informed decision-making.
