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Blake Ekelund

Finance ops, half-formed plans, fully-formed spreadsheets.

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© 2026 Blake Ekelund · Built with Excel, chocky milk, and too many tabs open.

Operating Review Template | FP&A Toolkit | Blake Ekelund

FP&A Toolkit /Operating Review Template

Operating Review Template

Reporting • Intermediate • 1 day

Description

Monthly summary that ties KPIs, financials, and commentary together.

Use Case

Used by FP&A and leadership to review results and trends.

Tools Needed

Excel + Power BI

Deliverable

Report + Deck

Automation Potential

Partially automated

Linked Resource

Open Resource →

Related

KPI Dashboard

Visualizes financial and operational metrics for leadership and investors.

Board Reporting Package

Summarizes key metrics and commentary for board updates.