PowerPoint · .pptx (16:9) · 14 slides
Monthly KPI Report Deck
A 14-slide PowerPoint deck for the monthly numbers meeting, with charts you update by typing into them.
- PowerPoint for Microsoft 365, Windows and Mac Yes
- Google Slides Partly
- PowerPoint 2019 and later Yes
- Keynote Partly
- Full matrix
Dashboard
Data
| Month | Revenue |
|---|---|
| Apr | 388.6 |
| May | 401.3 |
| Jun | 409.8 |
| Jul | 395.4 |
| Aug | 402.9 |
| Sep | 412.3 |
The linked chart data. Right-click the chart, Edit Data.
Read me
- 11 Cover: Month, company and presenter.
- 22 Contents: What the deck covers, in order.
- 33 Month at a glance: Four numbers in plain text, and a column chart.
- 44 Revenue and margin: A column chart and a line chart.
- 5.pptx, 16:9, no macros. Native PowerPoint charts and tables with their data inside. Calibri throughout. Speaker notes on every slide.
Rendered from the template's own layout with made-up numbers for Northgate Outdoor Supply, a company that doesn't exist.
What it answers
- What does a monthly report deck need, in what order?
- How do I show KPIs against target without it looking like a spreadsheet?
- Where do I put the bad news so it's read, not buried?
- How do I update the charts next month without rebuilding them?
- Which layout suits this month: one chart and commentary, two charts, or a table?
What's in the deck
| Sheet | What it does |
|---|---|
| 1 Cover | Month, company and presenter. |
| 2 Contents | What the deck covers, in order. |
| 3 Month at a glance | Four numbers in plain text, and a column chart. |
| 4 Revenue and margin | A column chart and a line chart. |
| 5 Customers | New customers against lost customers. |
| 6 Operations | A line chart and a table. |
| 7 KPIs vs target | A table with the words On track, Watch or Behind. |
| 8 Wins and issues | What went well and what didn't. |
| 9 Next month's priorities | A table: what, who, when. |
| 10 Appendix | The month's numbers in a data table, for the people who ask. |
| 11 How to update this deck | How to refresh it, plus the licence, support and trademark lines. Delete it before you present. |
| 12 Alternative A | A chart with commentary. |
| 13 Alternative B | Two charts side by side. |
| 14 Alternative C | A table-led layout. |
| Format | .pptx, 16:9, no macros. Native PowerPoint charts and tables with their data inside. Calibri throughout. Speaker notes on every slide. |
Putting your numbers in
No data file to link. Each chart carries its own numbers.
- 1
Duplicate the file and read slide 11 once.
- 2
On each chart, right-click > Edit Data and type or paste the month's numbers.
- 3
Type over the numbers and titles, and write the commentary. Two sentences each is plenty.
- 4
Replace the footer text with your own, then delete slide 11 and whichever of the alternative slides 12 to 14 you don't need. Next month, duplicate the file and start again from step 2.
Will it work on your machine?
| App and version | Works? | Notes | |
|---|---|---|---|
| PowerPoint | |||
| PowerPoint for Microsoft 365, Windows and Mac | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. Charts are native PowerPoint charts. Right-click, Edit Data, type your numbers. | |
| PowerPoint 2019 and later | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. | |
| Other apps | |||
| Google Slides | Partly | Google Slides: opens, but the charts turn into pictures, so you can't edit their numbers there. | |
| Keynote | Partly | Keynote: opens. Charts and some layouts shift; fine for presenting, awkward for editing. | |
- Uses Calibri, which comes with Office, so the deck should look the same on a colleague's laptop.
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
What the licence lets you do
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | You, one named person | Up to 10 named people in the same company |
| Use it in your own business or job | Yes | Yes |
| Send the outputs (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Edit anything: formulas, colours, layout, logo | Yes | Yes |
| Pass the file itself to someone else | No | Only inside the team of 10 |
| Resell, upload, rebrand or publish it as a template | No | No |
| Price | €19 | €45 |
More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.
Updates and help
- Bug fixes
- Bug fixes are free for as long as we sell this template. Get the newest version any time with your order number on the download page.
- Support
- Questions go to office@primedigitallabs.com. We usually reply within 2 working days.
- What support covers
- Support covers how the template works and anything that's broken. Rebuilding it around a different data structure is custom work, and we're happy to quote for that.
Probably not for you if
- You want charts linked live to an Excel file. These hold their own data on purpose; linked charts break when files move.
- Your company has a strict brand template already. Copy our slide layouts into it, or use yours.
- You present in Google Slides. The charts become pictures there.
Goes well with
- Sample data, fictionalSample data, fictionalSample data, fictional
Monthly Reporting Pack
Also in the Monthly Reporting Pack: 3 templates for €59 instead of €73.
Bundle · 3 files€59 - Sample data, fictional
Board & Investor Update Deck
Quarterly board deck: KPIs, cash, runway, asks.
PowerPoint · .pptx (16:9)15 slidesWin YesMac YesWeb Partly€29
Questions people ask about this one
Can I link the charts to my Excel dashboard?
PowerPoint lets you paste charts from Excel as linked, and you can. We ship them unlinked because linked charts break the moment someone renames a folder.
What's the "Sample content, fictional" footer?
Every slide carries a footer saying the content is a sample: the company in the deck, Northgate Outdoor Supply, doesn't exist. Replace the footer with your own text.
Is there a version with my own KPIs already in?
No, the KPIs are yours to name. If you'd like us to set it up from your numbers, we'd do that as a template tune-up, from €290.