Board reporting
View how to present reports to your board, link tables into Google Slides and refresh the numbers with one click.
How board reporting works in Drivetrain
Your board deck can start from the reports you already have in Drivetrain. Present them as they are, or link their tables into Google Slides and carry the deck into next quarter.
Present reports full screen to your board
- Open any report full screen and use it as your board presentation.
- Walk the board through performance one chart at a time.
- Drill into the underlying data when a question comes up.
Sync report tables into Google Sheets
- Sync any table from a Drivetrain report into Google Sheets, for example a P&L, an ARR waterfall or a customer forecast.
- Refresh the numbers with one click once the table is linked.
- Only the numbers change when you resync, so your table formatting stays as you set it.
Link synced tables into Google Slides
- Paste a synced table into your deck, using the link Google already provides between Sheets and Slides.
- When the numbers change in Drivetrain, Slides prompts you to update the linked table.
- Update the table with one click, with no copying and pasting.
Roll a board deck forward to the next quarter
- Duplicate last quarter's deck and rename it for the new quarter.
- Keep the earlier quarter's numbers frozen, while the new deck stays linked to your latest Drivetrain data.
- Unlink a past deck at any point to archive it.
Paste a static chart into your deck
- Copy any chart from a Drivetrain report to your clipboard.
- Paste it straight into your board deck as a static snapshot.
- This works well when you want a fixed picture of the numbers rather than a linked table.
How Drivetrain simplifies board reporting
Refresh the numbers in your board deck with one click, instead of copying and pasting every chart and table.
Keep last quarter's deck exactly as you presented it, while the new deck stays linked to your latest numbers.
Present straight from Drivetrain, or bring its tables and charts into the slides your board already uses.
FAQs
Can Drivetrain keep a board deck linked to the latest numbers?
Yes. You can sync a table from any Drivetrain report into Google Sheets and paste it into Google Slides as a linked table. When the numbers change in Drivetrain, Slides prompts you to update the table, and one click brings it up to date.
Can Drivetrain be directly linked to the presentation, or will it have to be copy and pasted for each slide?
Yes, it can be linked. Tables synced from Drivetrain into Google Sheets can be linked into Google Slides, so they update without copying and pasting. If you prefer a fixed image, you can also copy any chart to your clipboard and paste it into your deck.
Does refreshing a synced table in Drivetrain change its formatting?
No. When you resync, only the numbers update. The formatting you applied to the table stays as it is.
Can Drivetrain keep the numbers in a past board deck from changing?
Yes. When you duplicate a deck for the new quarter, you can keep the earlier quarter's numbers frozen while the new deck stays linked. You can also unlink a past deck at any point to archive it.
Can Drivetrain reports be presented to the board directly?
Yes. Any report can be opened full screen, so you can walk the board through performance and drill into the underlying data when a question comes up.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
