Board prep consumes entire teams for days
"Every quarter, I spend 40+ hours pulling together board materials. Chasing down metrics from Finance, getting updates from Sales, synthesizing product roadmap changes. Then it's endless revision cycles. By the time we present, I'm exhausted and the data is already stale."
Board-ready decks from live data
Board Deck Preparation connects to your data sources and generates comprehensive board materials in minutes. The JoySuite assistant Joy pulls current metrics, highlights key changes, and formats everything in your board's preferred template.
No more chasing colleagues for numbers or reformatting slides. Just review, refine, and present.
From raw data to board-ready in minutes
Connect your data sources
Link your financials, CRM, analytics, and project management tools. Joy pulls the latest numbers automatically—no manual exports required.
Describe what you need
Tell Joy what to include: "Generate Q4 board deck with revenue, pipeline, customer health, and product milestones. Highlight YoY comparisons and flag any metrics off target."
Review the draft
Get a complete deck with executive summary, key metrics, trends, and talking points. Joy highlights items that need attention and suggests discussion topics.
Iterate and export
Refine with follow-up prompts: "Add more detail on churn" or "Emphasize the new product launch." Export to PowerPoint, PDF, or Google Slides.
Built for executive teams
📊 Live Data Integration
Pull current metrics automatically. No more screenshots or manual updates that go stale.
📋 Template Library
Use your board's preferred format or choose from professional templates designed for board audiences.
🎯 Talking Points
Auto-generates discussion topics, anticipated questions, and suggested responses for each section.
📈 Trend Analysis
Automatically highlights YoY and QoQ changes, flags anomalies, and contextualizes performance.
Pulls from across your organization
Board Deck Preparation connects to your key systems:
Financial Systems
Revenue, expenses, burn rate, runway
CRM Data
Pipeline, bookings, customer acquisition
Customer Metrics
NPS, churn, health scores, expansion
Product Analytics
Usage, adoption, feature milestones
HR Data
Headcount, hiring, retention, DEI
Previous Decks
Historical context, formatting, tone
Adapt for your board's needs
Quick Update Format
5-slide executive summary for informal board updates or committee meetings. Just the headlines.
Deep Dive Mode
Comprehensive deck with appendices, detailed financials, and full competitive analysis for annual meetings.
Investor Update
Optimized for investor board members with emphasis on metrics they care about: growth, efficiency, market position.
Risk-Focused
Leads with challenges, risks, and mitigation strategies. For boards that prefer to address concerns head-on.
What you'll get
Here's a sample executive summary generated by Joy:
Executive Summary - Q4 2024
Revenue: $4.2M (+18% YoY) ✅ Exceeded target by 6%
ARR: $16.8M (+22% YoY) — Enterprise segment driving growth
Customer Health: NPS 62 (+8 pts QoQ) — Highest score in company history
Key Highlights:
- Closed 3 enterprise deals >$500K (2× prior quarter)
- Launched v3.0 with 94% feature adoption in first 30 days
- Reduced churn to 1.8% (down from 2.4%)
⚠️ Items Requiring Discussion:
- Marketing spend efficiency declined—CAC up 15%
- Engineering velocity slowed due to tech debt initiative
Generated from: Stripe, Salesforce, Mixpanel, Lattice | Data as of Dec 31, 2024
Who This Is For
Chiefs of Staff
Executives who coordinate board materials and spend significant time chasing metrics from multiple departments.
CFOs and Finance Leaders
Financial executives responsible for board reporting who need accurate, up-to-date metrics presented clearly.
CEOs and Founders
Leaders who present to boards and want to spend time on strategy, not slide formatting and data compilation.
Investor Relations Teams
Professionals who prepare regular investor updates and need consistent, professional reporting.
Frequently Asked Questions
How can AI help prepare board presentations faster?
JoySuite connects to your data sources (CRM, financials, analytics) and automatically pulls current metrics, generates executive summaries, highlights trends, and formats everything in your preferred template. What takes days of manual compilation now happens in minutes.
What data sources can the board deck generator pull from?
JoySuite integrates with financial systems, CRMs like Salesforce, product analytics tools, HR systems, and previous board decks. Data syncs automatically so your metrics are always current—no manual exports or copy-pasting required.
Can AI generate talking points for board presentations?
Yes. JoySuite automatically generates discussion topics, anticipates likely board questions, and suggests responses for each section. It also flags metrics that are off-target or need explanation, so you're prepared for tough questions.
How do I ensure board deck data is always current?
JoySuite pulls live data from connected systems at generation time. Unlike static slides that go stale, your metrics reflect the latest information. You can regenerate sections anytime to refresh the numbers.
What export formats does the board deck generator support?
Export to PowerPoint, PDF, or Google Slides. You can also iterate with follow-up prompts to refine content before exporting. Templates match your board's preferred format and branding.