Auto-Populate Quarterly Board Deck Metrics
The problem
Finance spends hours before each board meeting copying metrics from several systems into the board deck.
Implementation steps
- 1
Create Google Sheets that pulls key metrics (MRR from Stripe, pipeline from HubSpot, headcount from BambooHR)
- 2
Use Zapier to refresh sheet data daily
- 3
Link Google Slides charts to Google Sheets data ranges
- 4
Set up Zapier to duplicate slide template and populate with current quarter data
- 5
Notify CFO in Slack when deck is ready for review
Template outline
The structure to recreate in your own workspace. Field names and thresholds are starting points.
Setup:
1. Google Sheets with tabs:
- Revenue (Stripe API via Zapier)
- Pipeline (HubSpot deals)
- Headcount (manual or HRIS API)
2. Google Slides template with linked charts
3. Zapier quarterly trigger:
- Duplicate slide template
- Refresh all linked data
- Rename with current quarter
- Share with CFO and post Slack notificationKeep going
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