How can teams convert CRM data into clear executive-ready presentations?

Many teams use CRM tools to track sales, customer engagement, and performance metrics, but the real challenge comes when this data needs to be shared with leadership.

Raw dashboards and spreadsheets often overwhelm decision-makers, especially during reviews or strategy meetings. Teams struggle to convert CRM insights into clear, structured updates that highlight progress, risks, and next steps without excessive detail.

What are some practical ways to turn CRM data into concise, executive-ready presentations? Are there recommended approaches or tools that help structure insights into clear slides and briefings for leadership teams?

I've seen some teams use structured presentation templates to speed this up. For example, platforms like SlideUplift ( https://slideuplift.com/ ) focus on PowerPoint presentation templates designed specifically for business updates and executive communication, which seems to help reduce time spent formatting and improve clarity.

Looking for best practices or workflows others have successfully used.

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