Reporting
Board Reporting Without Building Decks by Hand
Reports leadership actually wants to read: dashboards on the same model, a narrative with cited figures and a board pack you export and schedule.
The Reporting Challenge
A report rebuilt every month.
Copying figures into the deck, checking they match and starting again the following month.
01 · Critical Issue
Board decks take too long to prepare
The time spent assembling the report is not spent explaining what happened.
- 02Copy-pasting data into PowerPoint
- 03Reports are stale by distribution time
- 04Different stakeholders need different views
- 05Manual chart creation and formatting
The Solution
There's a better way.
How OnePlan handles it
One model, one process.
OnePlan is the model; Aurora understands and explains it within each person's permissions; board packs and dashboards take the result to management.
Plan
OnePlan
- Dashboards and reports on the model: budget, actuals and forecast.
- One version of the numbers for everyone.
Inside OnePlan
Aurora
- Drafts the narrative for widgets, dashboards and the board pack with cited figures.
- If a figure does not reconcile, the narrative is held back.
Reporting
Board packs and dashboards
- Board packs you generate, export as PDF or PPTX, share and schedule.
- Dashboards for management.
Example flow
How it works, step by step
- 01Finance reviews the management dashboards on the model.
- 02Aurora drafts the month's narrative with the figures cited.
- 03The team reviews and edits the text before publishing it.
- 04OnePlan schedules the board pack so management receives it every month.
Illustrative flow: the detail depends on how your model is set up.
Start from your Excel
Import from Excel and CSV with row validation. Your systems stay the source; OnePlan brings them together in one model.
See integrationsReady to Get Started?
We'll show you OnePlan applied to your case in a personalized demo.