Make the Perfect Board Slides with Palm’s Reporting Factory

Creating board slides is an essential, yet often draining, part of any treasury team's responsibilities. This task involves not only gathering various data points but also ensuring that they are accurately represented in a way that effectively communicates the team's findings and recommendations. Manually manipulating data and crafting visuals that undergo multiple iterations can consume endless hours, leading to frustration among the treasury team. Each slide requires meticulous attention to detail, as any error can undermine the credibility of the entire presentation and the team.

Once the figures are finalised, the review process begins, which can be nothing short of exhausting for the management, under significant time pressure to produce insightful information which is accurate and adds value to the overall presentation. Every slide must be scrutinised to ensure clarity and correctness before it reaches the leadership team.

Often the result is dull and repetitive visuals readers have seen recycled many times, failing to engage the audience. This not only diminishes the impact of the presentation but can also leave the treasury team feeling creatively drained and undervalued in their efforts to present vital information engagingly.

Imagine reclaiming your time and energy while delivering stunning, accurate presentations. Enter Palm’s reporting factory—a game changer for the whole reporting process.

Understanding Palm’s Reporting Factory

Palm’s reporting factory transforms the way you compile and present data. But how does it actually work? At its core, it is designed to streamline your data presentation process by allowing direct live data feeds into the factory. This ensures that the information you share is always up-to-date. No more manual data entry or last-minute updates.

With Palm, the transition from raw data to polished reports is seamless. You can design your format with the support of Palm's expert software engineers, crafting beautiful dashboards and visuals in a matter of hours. Once created, these can be reused time and time again, saving both time and effort in the long run.

Customisable and Pre-designed Options

Whether you prefer using out-of-the-box designs and metrics or customising reports to suit your unique business needs, you can choose. The flexible nature of the reporting factory allows for easy iteration, ensuring your reports stay relevant and impactful.

For reports that need constant updating, set them as "live" to see the freshest numbers at any given moment. Alternatively, you can fix reports to repeat on your schedule, like a quarterly report you can tailor with your commentary and context.

Effortless Report Generation

With Palm, what once took several weeks can now be accomplished without lifting a finger. The reporting factory enables the production of stunning reports and visuals efficiently, freeing up your team’s time for other important tasks.

Additionally, you can schedule reports to be sent out in advance. This feature gives your board members ample time to reflect and prepare questions before meetings, fostering more productive and insightful discussions in the room.

Enjoy Your Reporting Cycle

Beyond its functional benefits, the reporting factory creates an environment your team love to work in. It equips your team with the tools to generate excellent reports that are always accurate, reflecting the calibre of your work and presenting your team in the best possible light.

Palm's user-friendly design and reliable outputs mean less stress and more confidence in the reports you deliver. It’s a solution that not only saves time but also enhances the quality and impact of your work.

Try it Out- Book a Demo

Palm’s reporting factory offers a comprehensive solution for transforming board presentations. It empowers treasury teams to do more with less, optimising workflows and elevating the quality of reports to unprecedented heights.

If you’re ready to reinvent your board decks and experience the benefits firsthand, book a demo or speak to one of our treasury experts. Discover how Palm can revolutionise your reporting process, making it easier, faster, and more effective than you ever thought possible.