Skip to main content

Board deck template

The presented version of the board pack, built in Google Slides and generated each cycle from your KPI and financial data.

Google Slides PDF export No watermark

Free plan, no credit card. Bring your own design or start from this layout.

The actual template Board deck template shown in Google Slides

What’s in this template

Every block is bound to a field in your data. The layout stays exactly as designed; only the values change from one run to the next.

  • Cover with the company and meeting date {{company.name}} · {{meeting.date}}
  • Agenda slide for the session loop: {{agenda}}
  • Headline metrics tiles {{kpis.arr}} · {{kpis.burn}} · {{kpis.runway}}
  • Performance against plan, one slide per function loop: {{functions}}
  • Chart block bound to the period data {{charts.arr_trend}}
  • Decisions requested, one slide loop: {{decisions}}
  • Appendix of detail slides loop: {{appendix}}

How this template fills itself

Connect Airtable, Google Sheets, a SQL database, a CSV or a REST API, map each field to a placeholder, and generate. One run can produce a single document or one per matching record.

Investor & board: The presented version of the board pack, built in Google Slides and generated each cycle from your KPI and financial data.

Board KPIs · Google Sheets

KPIActualPlan
ARR$4.2m$4.0m
Net burn$310k$340k
Runway22 months20 months

Template: Google Slides or Docs

{{company.name}}

Board meeting · {{meeting.date}}

{{kpis.arr}} ARR

{{kpis.burn}} net burn

loop: {{decisions}} → slide

one deck per meeting, filtered to the period that has just closed

Generated output

SlidesPDF

Northbeam

Board meeting · 17 Sep 2026

$4.2m ARR

$310k net burn

4 decision slides

Who uses this template

Founders and CEOs

Walk the board through the quarter in a deck that looks identical every cycle, so directors track the change rather than the layout.

Read the guide

Chiefs of staff and finance leads

Rebuild the deck from the KPI sheet in one run instead of collecting slides from every function the week before.

Read the guide

Portfolio and operating teams

Standardise the board deck across companies and generate the whole set on one cycle.

Read the guide

The board deck is the presented half of the board pack: the version you talk to in the room, where the pacing of the slides is part of the argument. That makes Google Slides the right home for it — the tiles, charts and per-function slides keep the position a designer gave them, and nothing shifts because ARR gained a digit. Its written twin, the board report, does the opposite job for the reading that happens beforehand.

Let the repeating slides come from rows

The slides that make a deck tedious to rebuild are the ones that repeat: a slide per function, a slide per decision, an appendix that changes length. Those come from a loop over records rather than from copying a slide and editing it. Keep one row per function with its owner, headline number and commentary, and one row per decision with the ask and the recommendation, and the deck’s length follows the quarter instead of being trimmed to fit. The usual failure is a deck where last quarter’s slide was duplicated and one tile never got updated — generating removes that failure entirely, because no slide survives from one run to the next.

Common questions, answered

Should I use the deck or the written board report? +
Use the deck for the material you present and talk through in the room, where every slide is a designed frame and the tiles and charts sit exactly where they were placed. Use the board report when directors read in advance and the detail matters more than the pacing, because a document lets tables grow and pages break. Boards that want both can generate them from the same KPI table.
Why Slides rather than a document? +
Because a presented deck has a fixed shape: a metrics tile is the same size every quarter and nothing reflows when a number gets longer. That is a strength while you are talking to the slide and a limitation when the content is unpredictable, which is when a Google Docs board report is the better home for it.
Where do the numbers and charts come from? +
From a Google Sheet, an Airtable base, a SQL database, a CSV upload or your own API. Each metric maps to a placeholder once and the chart blocks are bound to the period's data, so the run refreshes the deck rather than anyone editing last quarter's copy. Repeating slides — one per function, one per decision — come from a loop over those records.
Can I use our own deck design? +
Yes, and this is how most teams work. Build the master in Google Slides with your brand, grid and slide masters, mark the text and image frames as placeholders, and generate against it. The layout here exists to show a sensible slide order, not to be the design you have to adopt.

Generate this document from your data

Start on the free plan, connect a data source, and export a real Google Slides document. No watermark, no credit card.