Board deck and export
Your board deck in one click, ready to edit in PowerPoint.
RecurBoard puts your subscription KPIs into a PowerPoint presentation automatically, with editable charts. You choose which KPIs go in. You export KPIs and charts to CSV, Excel or PowerPoint, and your financial reports to CSV or Excel.
PowerPoint · Excel · CSV · Editable charts · In all paid plans
9 slides · editable charts
Board deck
From dashboard to presentation, without copy and paste.
A board or management presentation often takes half a day: exporting numbers, rebuilding charts, updating slides. RecurBoard does it in one click, with the numbers for the period you choose.
- Step 1
Choose period and KPIs
Choose the period the deck covers. By default all subscription KPIs are in. Untick what you don't need, for example cohorts for a short update.
- Step 2
Generate the deck
RecurBoard creates a PowerPoint with a slide per KPI, with the chart, the number and the change compared to the previous period.
- Step 3
Finish it in PowerPoint
All charts are real PowerPoint charts with the data behind them. Add your commentary, adjust a chart or remove a slide.
All subscription KPIs. ARR and MRR, Committed MRR, ARR Bridge, NRR and GRR, churn, customer movement, cohorts and unit economics. You export your financial reports separately to Excel. See the KPIs →
Editable charts. Not images, but charts with the data behind them. You adjust colours, labels and axes the way you're used to in PowerPoint.
House style
In RecurBoard styling, and quickly in your own.
The board deck comes in clean RecurBoard styling. Want it in your own house style? Because everything is editable, you quickly convert it to your own template, colours and logo with AI in PowerPoint.
For advisory firms with the white-label add-on, the board deck comes in the firm's styling. So you give your clients a presentation under your own name.
RecurBoard for advisory firms →RecurBoard styling
Standard, for everyone
Your own house style
Adjust it yourself, for example with AI in PowerPoint
Your firm's styling
Advisory firms with white-label
Export
Take every number with you, in the format you need.
For your annual accounts, a meeting with the bank or further analysis: you export KPIs, charts and financial reports straight from RecurBoard.
| What | CSV | Excel | PowerPoint |
|---|---|---|---|
| KPIsARR, MRR, NRR, churn, LTV, CAC and more | |||
| Chartswith the underlying data | editable | ||
| Financial reportsP&L, functional P&L, balance sheet, cash flow | not available |
CSV
Raw data for your own analysis or another system.
Excel
Formatted tables to keep calculating with or share with your accountant.
PowerPoint
A slide per KPI or chart, with editable charts. For KPIs and charts.
When to use it
For every meeting where you need to show numbers.
Board meetings
An up-to-date board deck every quarter, without finance losing a day on it.
Monthly management meeting
A short update with only the KPIs your team needs that month.
Investors and the bank
ARR, NRR and unit economics in a presentation you complete yourself.
Accountant and annual accounts
Financial reports to Excel, so your accountant can get straight to work.
Your own analysis
The raw data as CSV for your own model or BI tool.
Client reporting by advisory firms
A board deck per client, with white-label in your firm's styling.
Frequently asked questions about board deck and export
What's in the board deck?
By default all subscription KPIs: ARR and MRR, Committed MRR, ARR Bridge, NRR and GRR, churn, customer movement, cohorts and unit economics. You choose which KPIs to include.
Which period does the board deck cover?
You choose it yourself, before you generate the deck.
Can my financial reports go into the board deck too?
No, the board deck contains your subscription KPIs. You export your P&L, balance sheet and cash flow separately to Excel and add them to your presentation yourself.
Can I make a board deck across several administrations?
No, you create the board deck per administration.
Can I adjust the charts?
Yes. They're real PowerPoint charts with the data behind them, not images. You adjust colours, labels and axes the way you're used to.
Can the board deck be in my own house style?
The deck comes in RecurBoard styling. Because everything is editable, you easily convert it to your own house style, for example with AI in PowerPoint. Advisory firms with the white-label add-on get the board deck in their firm's styling.
Which plans include the board deck and export?
All paid plans: Starter, Pro and Premium, and all Advisory plans.
Which formats can I export to?
You export KPIs and charts to CSV, Excel and PowerPoint. Financial reports (P&L, functional P&L, balance sheet and cash flow) you export to CSV and Excel.
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