Why Vena
Platform
Nav--PreviewVena Preview Vena
Capabilities Reporting & Analytics Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans
Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers

CPM Technology Value Matrix

See why Vena was named a Leader in the CPM Technology Value Matrix from Nucleus Research.

Read More

nucleus-resource--white
Solutions
Nav-Image_Pricing-Page Pricing Plans
Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast
Sales Performance Management Sales Planning Incentive Compensation Management Marketing Planning & Reporting
Financial Close Management Financial Consolidation Account Reconciliation
Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard
nav--solutions-2 Preconfigured Solutions
Industries
nav--solutions-2 Preconfigured Solutions
Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging
  Higher Education Healthcare Professional Sports Not For Profit Professional Services

Vena Industry Benchmark Report 2022

Get your free copy of The State of Strategic Finance: Industry Benchmark Report 2022 today.

Download Report

Book Mock Group
Resources
image_2022-08-15_163846646 Free Excel Templates
Company About Us Careers Newsroom Contact Us Trust
Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator CPM Software Guide
https://7282783.fs1.hubspotusercontent-na1.net/hubfs/7282783/image_2023-02-21_165434416.png

Join the Community

Connect with finance leaders and access Excel templates, CPE/CPD courses, exclusive content and more.

Learn More
Partners
nav--resources Request Partnership Information
Vena Marketplace Find Vena Partners and Integrated Solutions
VENA PARTNERS Learn More About Our Partner Program
PARTNER LOGIN Access Resources, Toolkits and More

Hear From Vena’s Partner Community

Partner Story: JMT Consulting - a Vena Distinguished Partner.

Watch Now
image_2022-08-16_110403702
Customers
image_2022-08-16_104034977 Customer Login
CUSTOMERS Do More with Vena Latest Trends & Best Practices Customer Support
  Vena Learning Professional Services Vena Excelerators Product Release
https://7282783.fs1.hubspotusercontent-na1.net/hubfs/7282783/image_2023-02-21_165434416.png

Try the Customer Portal

Your one-stop shop for everything Vena. Personalized for you.

Explore Now
Community
image_2023-02-21_164530842 Free CPE/CPD Courses
COMMUNITY Templates Academy Blog
  Events Forum Streaming
https://7282783.fs1.hubspotusercontent-na1.net/hubfs/7282783/image_2023-03-08_162525936.png

image_2023-03-08_162542847

Learn from leading women in finance on how to grow your career, become a great leader and more

Watch Now

Why Vena

Platform

Capabilities Reporting & Analytics Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers

Solutions

Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast Sales Performance Management Sales Planning Incentive Compensation Management Marketing Planning & Reporting Financial Close Management Financial Consolidation Account Reconciliation Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard

Industries

Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging Higher Education Healthcare Professional Sports Not For Profit Professional Services

Resources

Company About Us Careers Newsroom Contact Us Trust Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator CPM Software Guide

Partners

Vena Marketplace Find Vena Partners and Integrated Solutions VENA PARTNERS Learn More About Our Partner Program PARTNER LOGIN Access Resources, Toolkits and More

Customers

CUSTOMERS Do More with Vena Latest Trends & Best Practices Customer Support Vena Learning Professional Services Vena Excelerators Product Release

Community

COMMUNITY Templates Academy Blog Events Forum Streaming
Microsoft logo

Executive Board Report

View all of your Financial, Operational, People and Customer KPIs in one kit.

A Kit For Every Function

The Executive Board Report kit has been curated to help teams work together across the Microsoft technology stack leveraging templates that simplifies work processes.

Microsoft_Office_Excel_(2019–present) 1

Executive Dashboard Excel Template

View all of your Financial, Operational, People and Customer KPIs in one Excel template.

New_Power_BI_Logo 1

Executive Power BI Dashboard

Get quick and easy visuals on key metrics and analysis.

Microsoft_Project_(2019–present) 1

Microsoft Project Templates

Help keep the team organized during the reporting process using any of the free Microsoft Project Templates.

Vena and Microsoft Are Better Together

From a native Excel interface to Power BI embedded to Microsoft 365 functionality, Vena has integrated with Microsoft’s leading tech stack for over 10 years. See why over 1,300 organizations use Vena to power their Plan to Grow—request your free demo today.

Learn More
Group 21357 Group 21360

Frequently Asked Questions

A. Yes. This Executive Board Report Kit is completely free and yours to keep forever.
A. Since these templates were specifically designed for Excel, we don’t recommend that you open the templates in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,300 organizations of all sizes power their Plan To Grow™ with Vena.

Download Your Free Kit

Download your free kit and start getting more time back in your day so you can focus on planning for tomorrow.

Group 2274

More Kits

VT_Graphic-3

Revenue Planning and Projections

The templates in this collection will navigate your team from hiring campaign to producing People Impact reports from your new hires

Download
Group 2286

Employee Growth Plan

Use this kit to plan an execute a successful plan that show employee growth impact on Revenue

Download