Insight Analytics
Service

Executive Reporting

A monthly pack that says what happened, why, and what needs a decision — assembled automatically instead of over a long weekend.

Executive reporting fails in two directions. Either it's a wall of charts with no narrative, or it's a beautifully written deck built by hand over five days that's already stale when it's presented.

We design the pack around the meeting. Each page has one question and one answer, variance against plan and prior year is calculated rather than typed, and commentary fields are captured in a structured way so the story is written once and flows into every format.

Then we automate the assembly — Power BI paginated reports, a subscription that lands in inboxes, or an export that drops into the board portal on schedule.

Problems this solves

What we usually walk into

  • Building the board pack consumes the last week of every month.
  • Numbers in the deck don't tie to the numbers in the system.
  • The pack shows what happened but never says why.
  • Every executive asks for their own version of the same chart.

Technologies

What we build with

Power BIPower BI paginated reportsExcelMicrosoft FabricPowerPoint automation

Industries that benefit

  • Private equity portfolio companies
  • Professional services
  • Healthcare groups
  • Banking
  • Nonprofits

Implementation process

How the engagement runs

  1. 01

    Meeting design

    We attend or review the meeting, identify the recurring decisions, and cut pages that nobody uses.

  2. 02

    Metric definition

    Plan, forecast, and actual reconciled to the source, with variance logic agreed and documented.

  3. 03

    Pack build

    Page-per-question layout with consistent formatting and executive-readable annotation.

  4. 04

    Commentary workflow

    A structured place for owners to add narrative before distribution, with reminders.

  5. 05

    Automated distribution

    Scheduled generation and delivery in the format the board actually reads.

Sample screens

What the finished work looks like

Representative layouts using demonstration data — client work is never shown without written permission.

Board summary page

Revenue

$12.4M

vs Plan

+2.8%

EBITDA

18.1%

Board summary page

Performance against plan with automated variance commentary.

Divisional performance

Divisions

6

Above plan

4

Watch

1

Divisional performance

Ranked contribution and variance by division.

Cash and covenant view

Cash

$3.1M

Headroom

1.9×

Runway

14 mo

Cash and covenant view

Liquidity, covenant headroom, and forecast runway.

Illustrative example

How a executive reporting engagement typically plays out

Anonymised scenario · not a verified client record

Private-equity-backed services business

Challenge

The finance team spent the final six working days of each month building a 40-page board pack in PowerPoint, and the sponsor still asked for numbers that weren't in it.

Solution

We rebuilt the pack as a Power BI paginated report driven by the warehouse, added variance-to-plan logic, and created a structured commentary form completed by each divisional lead before the cut-off.

Result

The pack now generates on the second working day with commentary already attached, and the sponsor's standing questions are answered by an appendix that refreshes with it.

Illustrative figures

6 days → 2 hrs

Pack production

Day 2

Board pack ready

40 → 22

Pages, all used

This is a composite illustration of the scope, approach, and range of results this service is designed to deliver. It does not describe a specific named client, and the figures are demonstration values rather than audited outcomes. We're happy to talk through real references under NDA on a call.

Deliverables

What you receive

  • Executive dashboard and paginated board pack
  • Variance-to-plan and prior-year logic
  • Commentary capture workflow
  • Automated monthly distribution
  • Meeting-ready appendix with detail drill-downs

FAQs

Questions we get asked

Can you match our existing board deck format?
Yes. We usually keep the structure the board recognises and change how it's produced rather than how it looks.
Where does commentary come from?
From your owners — we build the workflow that collects it on time and stitches it into the pack automatically.
PDF, PowerPoint, or dashboard?
Whatever the board uses. Paginated PDF is most common; several clients pair it with a live dashboard for follow-up questions.
How do you keep the pack from growing?
Every page has an owner and a decision it supports. Pages without either come out at the quarterly review.

Related services

Often scoped alongside this

Power BI Dashboard Development

Executive dashboards, semantic models, paginated reports, RLS.

View power bi dashboard development

Business Intelligence Consulting

Strategic BI advisory, KPI definition, and analytics roadmaps.

View business intelligence consulting

Data Warehousing

Dimensional models on Snowflake, Fabric, SQL Server, and Azure.

View data warehousing

Talk through your Executive Reporting project

A 30-minute call is usually enough to tell you whether this is a two-week fix or a two-month build — and roughly what it costs.

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