Rollstack
Get a demo

One template, thousands of variants

Give every client, region and team a report tailored to them, from a template you build once. Refresh them all with a click, and every one stays current.

Get a demo

Trusted by the world's best organizations

Variants for every client, region and team

Pick a filter such as client, region or business unit, and one template produces a variant for every value, each filled with its own data. Each variant comes out as PowerPoint, Google Slides, Word or Google Docs.

Template-wide updates

A new chart, metric or layout change in the template reaches every variant on its next run. Variants never drift apart, and no one maintains thousands of separate decks.

Automated build, refresh and send

Rollstack builds every variant, refreshes it and sends it on schedule. A handful of reports or thousands take the same effort to run.

How Equality Health does it

Equality Health
“There is not a scenario that we could have gotten the same level of throughput, no matter how many business intelligence analysts hired because of the variability in our practice network. Rollstack made it possible to do highly personalized client reporting at scale.”
Claire Zimmerman-NicholsChief Product and Technology Officer, Equality HealthRead the story
decks a month across every practice and report type
2,000

Questions

What is a Burst, and what is a Variant?

A Burst is one template and the Variants it generates, one for every client, region or team. A Variant is a deck from that template with its own filters applied. A change to the template reaches every Variant on its next run.

Can account teams edit their own variant?

Yes. Each variant is a finished PowerPoint or Google Slides file your team can edit before it goes out.

Who maintains the template?

One owner is enough. At Equality Health, a single superuser runs monthly reviews for more than 800 practices.

What if one client needs something different?

Change that variant's filters, or build a separate template for clients with unique needs. ChannelSight does both for its client reviews.

Which plans include Bursts?

Bursts are part of the Premium and Enterprise plans. Every plan includes unlimited users.

Passes your security review

Access follows the permissions in your BI tool, and every update is on record.

  • SOC 2 Type II
  • HIPAA
  • GDPR
  • SSO
Security at Rollstack

Up next · Step 4 of 5 · Verify

Audit & Lineage

Every figure exact, traced to its source, with every change on record

Continue to Audit & Lineage