Create and configure a report template

Report templates control how calculation results are presented to sellers and prospects. Each template belongs to one value model and can be fully customized with content blocks, dynamic data, and branding. A value model can have multiple templates to support different audiences or stages of the customer conversation.

A good practice is to create one template per stage of engagement, for example, an early-stage value potential report, a mid-stage value report, and a late-stage business case.

See how it looks

You need this to succeed

• A Value Factory admin account
• An existing value model with inputs, discovery items, and formulas configured

The quick way

1. Sign in to Value Factory (value.showpad.com) and navigate to Value Models.
2. Open your model's three dot menu and select Report Templates.
3. Click + Create Template, complete the fields, and click Create Template.
4. On the template card, click Edit Content.
5. Add content blocks from the right panel and insert dynamic tokens where calculation data should appear.
6. Click Save.

Do this step by step

Create a template

1. Sign in to Value Factory (value.showpad.com) and navigate to Value Models.
2. Open your model's three dot menu and select Report Templates.
3. Click + Create Template.
4. Complete the following fields:
   • Template Name: The name administrators and sellers use to identify this template. Use a name that describes its purpose or audience, such as "Executive Summary" or "Detailed Business Case."
   • Description: Explains the intended audience and purpose of the template.
   • Language: The language this template is written in. Default: English.
   • Output Format: Select how the report is delivered to the seller. Either as a Web report built in the content editor, or as a Google Slides deck with dynamic tokens. If you select Google Slides, the template uses a Google Slides deck connected to Value Factory by your administrator. For setup instructions, see Set up Google Slides export.
   • Template Source: Choose how to create the template content:

• Template Type: The structure that best fits the purpose of the report. Options: Opportunity Snapshot, Value Hypothesis, Investment Justification, Executive Validation Brief, Value Realization.
• Visibility: Controls whether the template is available to sellers. Select Visible to make it available for all opportunities, or Hidden to keep it in draft while you build it.

5. Click Create Template.

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Edit template content

1. On the template card, click Edit Content.
2. In the editor, click the plus icon to add content blocks from the right panel by clicking or dragging them into the layout. Block types include text sections, columns, quotes, link blocks, and more. The toolbar includes additional options for previewing, code editing, undo/redo, and layout management.
3. To include calculation data, click Dynamic Tokens in the top bar. The panel organizes available tokens by group:
   • Value Model Variables: Input values from the value model.
   • Discovery Items: Qualitative responses captured during discovery.
   • Formulas: Calculated results from the value model.
   • Assessment Variables: Additional variables from the value model assessment.
4. Copy a token and paste it into any text block where that value should appear. Tokens use the format {tokenName} and are replaced with actual values when a seller generates a report.
5. To generate AI-assisted content, click Generate in the top bar.
6. Use the device preview icons to check how the report looks on desktop, tablet, and mobile.

7. Click Save.

   Note: Charts in the editor show random placeholder values. Actual formula values appear when a seller generates a report from a real calculation.

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Change template settings

To update the name, description, language, or visibility of an existing template:

1. On the template card, click Settings.
2. Update the relevant fields.
3. Click Save Changes.

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Troubleshooting