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Board pack desk
By Context Template Finance
Assembles the monthly numbers, charts and commentary into the board pack.
What it does
Reads the close from the ledger and the metrics from the warehouse, updates the pack template, charts the variances, and drafts the commentary for the finance lead to edit.
How to use it
- 1Connect the ledger and the warehouse.
- 2Upload last month's pack as the template.
- 3Edit the commentary and send.
Built from
Connectors
Workspace features
- Scheduled runsRuns on the schedule you set and posts the result.
- DriveFiles it produces land in your workspace Drive.
More in Finance
Models, reporting, spend and the numbers behind decisions.
Runs inside your perimeter, under your permissions.