Done for you
Finished Report
Send the spreadsheet, brand files and accepted brief. Our team delivers the PDF, editable PowerPoint and one revision from £495.
See the report packagesFor executive search and recruitment firms
Turn the spreadsheet into the client deliverable.
Send your market-mapping data and get a branded PDF plus editable PowerPoint. Use the software yourself, or hand the complete report to our production desk.
YL
Your logo hereEuropean Wealth Management Market Report
6 organisations | 64 people | Demonstration dataset
UBS
UBS
Personnel grouped by location and role
London
James WHITFIELD
Head of PB UK
Catherine BEAUMONT
Senior Relationship Manager
Oliver PRICE
Investment Analyst
Sophie KAUR
Portfolio Manager
Daniel LEVY
Head of Operations
Emma CHEN
Client Advisor
This sample is generated from the downloadable demonstration CSV. Open it and inspect the workflow before buying.
Choose the amount of work you want to keep
Do it yourself
OrgBrief Professional
Upload CSV data, map the columns, review inferred structure, apply your branding and export PDF or editable PowerPoint.
See self-service pricingWhat the product demonstrably does
Map messy columns
Match inconsistent CSV headers to names, roles, organisations, locations and reporting fields.
Build two report modes
Create a single organisation chart or a multi-organisation market report.
Show uncertainty
Review inferred hierarchy with confidence indicators before the output leaves your firm.
Export useful files
Produce a client PDF and, on paid access, an editable PowerPoint.
The data is ready. Choose who formats it.
Build the report yourself in OrgBrief, or send the complete brief to the Report Desk and keep your team on research and client work.