Board report template
A free five-tab board pack in Excel.
Quick answer
Download a free board report template in Excel with five tabs: cover and summary, KPI dashboard, P&L against budget, cash and balance sheet, and risks and decisions. Fill in the yellow cells; variances and totals calculate automatically.
Download the board report template (.xlsx)
What's in the template
- Summary: headline figures and three-line commentary.
- KPIs: eight metrics with target, actual and status.
- P&L vs budget: month and year to date with variance.
- Cash and balance sheet: closing cash, net debt and working capital.
- Risks and decisions: what the board needs to decide.
Writing a good board report
- Lead with what changed and why, not a page of numbers.
- Keep it short: most boards read the first two pages properly.
- Show the same KPIs every month so trends are visible.
- End with decisions you need from the board.
Automating the numbers
If your figures come from several companies, typing them into a template each month invites errors. Apps such as Joiin produce branded board packs directly from Xero, QuickBooks or Sage, consolidated where needed.
Frequently asked questions
What should a board report include?
A summary with commentary, KPIs, P&L against budget, cash and balance sheet, and the risks and decisions the board needs to consider.