Performance briefing
Turn an operating workbook into a decision narrative

Try this
“Using @OperatingKPI, explain the KPI changes, comparisons, and decisions without inventing causes.”
Start with the workbook, chart, or selected data range and build a narrated visual story around the metric, comparison, and decision that matter.
Performance briefing

Try this
“Using @OperatingKPI, explain the KPI changes, comparisons, and decisions without inventing causes.”
Quality review

Try this
“Using @DefectTracker, summarize defect status, severity, and visible patterns while separating them from unproven causes.”
You need a workbook or KPI update to become a briefing people can understand before a decision meeting.
You want a trend, comparison, or result to become a clear narrative without recording a spreadsheet screen.
Prepare your documents
Turn Excel workbooks, charts, and spreadsheet data into narrated videos that explain trends, comparisons, changes, and decisions.
A focused path
Specify the period, metric, comparison, audience, and decision the viewer should understand instead of asking to display every cell.
Add the current source and name the sections, terms, figures, or steps that the explanation must preserve.
Have the data owner verify periods, units, definitions, calculations, comparisons, and conclusions before the video is used.
Useful next step
Turn a report or spreadsheet into a decision-ready visual explanation
A practical method for turning a spreadsheet report into a decision-led video without turning the workbook into a screen recording.
Use this resource Data communication templateUse this copyable brief to turn a report, dashboard export, or workbook into a video that keeps its decision context and evidence boundaries clear.
Use this resource Executive reporting templateA decision-first brief for turning an executive report into a concise explainer video with period, metrics, drivers, uncertainty, and next owner in view.
Use this resource Source-backed caseWatch an operating KPI workbook become an evidence-led executive video about weekly trends, outliers, and the questions owners need to resolve.
Read case design Source-backed caseWatch a defect-quality tracker become a review video that connects inspection volumes, locations, severity, open records, and accountable next steps.
Read case design