Executive Report Template for SOX/Internal Controls Teams
Think of this template as the fast lane to building configurable slide decks for executive reports filled with internal controls and SOX data.
The template aggregates, calculates, and summarizes multiple tabular datasets from the Workiva SOX/Internal Controls Management Solution in a spreadsheet, then automatically populates a Workiva presentation for you. You can easily link and convey that data in charts, graphs, dashboards of team KPIs, and summary text blocks.
- Initial spreadsheet you can use as a staging ground for source data
- Presentation template with linked data placeholders
- A workflow chain to automatically refresh data flowing into the slides (optional)