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Quarterly Board Report

Quarterly Board Report

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Build trust with clear messaging.

Create a revenue report they'll actually read and a presentation they can't wait to hear.

Become the Board's new favorite staffer with a Quarterly Board Report Template that's clear, comprehensive, and only takes a minute to skim. Cement your reputation with an oral presentation primer that will make you the star of the next Board meeting.

What You’ll Get

A super readable and comprehensive revenue report template that gives your Board everything they need to know and nothing that they don’t.

What You’ll Learn

  • What your Board wants to see in a revenue report
  • How to make an oral presentation that can be tailored for each type of use
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Your download includes:

  • Written Explainer

    A PDF document that describes how to use the tool, why the tool is fundamental to success, and tips and best practices

  • Explainer Video

    Each product contains an Explainer video, each at 15 minutes or less, that provides training for the product

  • Tool or Template

    Each tool or template is flexible and compatible with both the Google and Microsoft suite

  • Analysis Tool

    Each tool includes a Word document with a specific section with prompts for each tool