One template, thousands of versions
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.
Trusted by the world's best organizations
Versions for every client, region and team
Pick a filter such as client, region or business unit, and one template produces a version for every value, each filled with its own data. Each version 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 version on its next run. Versions never drift apart, and no one maintains thousands of separate decks.
Automated build, refresh and send
Rollstack builds every version, refreshes it and sends it on schedule. A handful of reports or thousands take the same effort to run.
How Equality Health does it
“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, up from a 45-deck pilot
- 2,000
Questions
What is a version?
A deck generated from your template with its own filters applied. A change to the template reaches every version on its next run.
Can account teams edit their own version?
Yes. Each version 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 version's filters, or build a separate template for clients with unique needs. ChannelSight does both for its client reviews.
Which plans include Dynamic Reports?
Dynamic Reports is 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 delivery is on record.
- SOC 2 Type II
- HIPAA
- GDPR
- SSO
