How do I keep numbers and time periods accurate?

Use the current report or workbook, name the period and definitions that matter, and ask the finance owner to verify the final narration and visuals before sharing.

Can I make one version for leadership and another for the wider team?

Yes. Keep the factual source consistent, then change the question, level of detail, and next decision for each audience. A leadership briefing and team update rarely need the same story length.

What should I review before I share this video?

A finance or report owner should verify figures, periods, definitions, and the interpretation the audience will rely on before sharing.

What should a spreadsheet or report video show first?

Start with the decision, comparison, or change that the audience needs to understand. Use one chart or relationship at a time and keep the underlying workbook or report available for the full figures.

Turn financial reports into precise briefing videos

Upload reports, workbooks, and briefing decks to generate financial videos that keep periods, comparisons, movements, definitions, and decision context clear.

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Visual direction · system and structural

Quarterly operating review

Visual direction

Eight-shot visual plan

A system and structural direction that explains one focused topic through eight connected visual beats.

Remix Explore this visual style

Financial briefing

Turn results into a financial narrative

Example source

Results summary and key metrics

A useful financial explanation connects the reported figures to the question a decision-maker needs to discuss.

Remix

Who it’s for

Finance and FP&A teams
You want the report to explain the movement behind the metrics, not simply repeat a dashboard.
- Finance teams
- FP&A teams
Typical documents:ReportsExcel workbooks
Strategy and leadership teams
You need a shared starting point for a decision when the report is too dense for everyone to read first.
- Strategy teams
- Business leaders
Typical documents:Briefing decksKPI exports

Prepare your documents

Start with the source you already trust

Turn annual reports, KPI exports, financial statements, and board decks into clear narratives for decisions and discussions.

Annual reports
KPI exports
Financial statements
Excel workbooks
Board 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

Give the numbers a decision context

1
Name the viewer’s question
Name the audience, the period or comparison that matters, and the decision or discussion the video should prepare.
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
A finance or report owner should verify figures, periods, definitions, and the interpretation the audience will rely on before sharing.

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