The usual way
- Copy numbers from the spreadsheet into slides by hand
- Work out what changed since last month from memory
- Write the same executive summary structure every cycle
Board and client reports
Create a board report from a spreadsheet
Start from a dashboard and choose the sections your readers expect: executive summary, key figures, variance against the last report, trends, exceptions, risks and recommended actions. Download it as PDF, Word, PowerPoint or Markdown.
subscription-metrics.csv
MonthPlanRegionMonthly Revenue (GBP)Churn Rate
You askBoard report: executive summary, key figures, variance and risks.
- Executive summary
- Key figures and variance
- Risks and recommended actions
- PDF, Word, PowerPoint, Markdown
What changes
Stop rebuilding it by hand.
With CTRON Loop
- Pick the sections from a ready library
- Variance against the last report is worked out for you
- Download in the format your board already uses
What you get
Everything you need, from one file.
A section library, not a blank page
Executive summary, key figures, variance, composition and concentration, trend, exceptions, risks, recommended actions and methodology.
Figures straight from the data
Every number in the report comes from the calculated dashboard, so what the board reads matches the source.
The formats you already send
PDF with charts, plus Word, PowerPoint and Markdown with the figures, tables and written sections.
An unchanged record
Each report is stored exactly as generated, so an earlier edition still says what it said when it was sent.
How to do it
4 steps. Plain English throughout.
No formulas, no templates to set up. Describe what you need the way you would to a colleague.
Build the dashboard
Upload the spreadsheet or connect a Google Sheet and build the dashboard the report will draw on.
Choose the sections
Pick from the section library to match what your board or client expects to see.
Try typingExecutive summary, key figures, variance against last month, risks and recommended actions.
Review and download
Read it through, then download as PDF, Word, PowerPoint or Markdown.
Repeat next cycle
On Pro, save it as a Loop. Next period, run it on the new data and the variance section compares against the report you sent last time.
Worked example
Try the dashboard behind a board report
The subscription metrics sample tracks monthly revenue, new customers, cancellations and churn by plan and region. Build its dashboard on the try page, then create a free account to turn it into a full report.
Start from a sample dashboard
No account, no card, no API key.
- Revenue and churn trends by plan
- The regions and segments moving the total
- The raw material for an executive summary
Questions
Good to know.
How do I turn a spreadsheet into a board report?
Build a dashboard from the spreadsheet in CTRON Loop, choose the report sections you need and download the report as PDF, Word, PowerPoint or Markdown.
What sections can a report include?
Executive summary, key figures, variance against the last report, composition and concentration, trend, exceptions, risks, recommended actions and methodology.
Do the PowerPoint and Word versions include charts?
The PDF and on-screen report include charts. The PowerPoint and Word versions carry the figures, tables and written sections as editable text and tables.
Can it compare this month with last month?
Yes. The variance section compares the current figures with the previous report, so you see what moved and by how much.
Do it once. Run it again in one click.
Bring the file behind your next recurring task and see a real result in the next few minutes.
Start from a sample dashboard No account, no card, no API key.