Visual direction · knowledge explainer
Household electricity bill explainer
Visual direction
Eight-shot visual plan
A knowledge explainer direction that explains one focused topic through eight connected visual beats.
Turn financial reports into precise narrative videos
Upload reports, workbooks, and briefing decks to generate financial-report videos that connect figures to periods, drivers, comparisons, owners, and decision context.
Connect a report to the conversation it needs to support
Financial briefing
Turn results into a financial narrative
Example source
Results summary and key metrics
The story should help a viewer see what changed and why that change matters before they enter the discussion.
Who it’s for
Finance and reporting teams
You need a report to explain the movement behind a set of figures before a decision meeting.
- Finance teams
- Investor relations
Typical documents:ReportsWorkbooksLeaders and business teams
You want people to arrive at a meeting with the same context, not competing interpretations of a spreadsheet.
- Business leaders
- Strategy teams
Typical documents:KPI exportsBriefing decks
Prepare your documents
Start with the source you already trust
Turn annual reports, financial statements, Excel workbooks, KPI exports, and briefing decks into explainers that connect numbers to decisions.
- Annual reports
- Financial statements
- Excel workbooks
- KPI exports
- Earnings decks
Before you start
- Use the current, complete source version
- Mark the sections, steps, charts, or figures that deserve focus
- Identify the terms, numbers, warnings, or wording that must remain
A focused path
Make the comparison and the decision explicit
- 1
Name the viewer’s question
Name the reporting period, the comparison, and the decision or question the audience needs to discuss.
- 2
Bring the source that carries the details
Add the current source and name the sections, terms, figures, or steps that the explanation must preserve.
- 3
Refine the explanation for its use context
The finance or reporting owner must verify figures, time periods, definitions, and interpretation before the video is shared.
Useful next step
Use a resource or case that matches this task
Turn a report or spreadsheet into a decision-ready visual explanation
Spreadsheet and data workflow
Turn a Spreadsheet Report into an Explainer Video
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 templateData Report Video Brief Template
Use 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 templateExecutive Report Video Brief Template
A 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 caseHow to turn an indoor-air study into a research explainer
See how an indoor-air sensor study becomes a research explainer that connects the question, observations, limitations, and takeaway.
Read case design