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Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service…
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Board Deck Presenter template
Board and investor decks built from your KPI numbers.
by AgentUIUpdated November 13, 2026
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What's inside the Board Deck Presenter template
- Import one row per metric per month from Excel, and the slides chart them: key numbers against last month and target, trend lines, monthly bars, revenue mix, findings and decisions.
- Your logo and colours on every slide, full-screen presenter with speaker notes, and a monthly email with the numbers.
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Questions about this template
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Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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