Utilize Microsoft Excel to generate spreadsheets that use calculations, charts, and images. In the Excel spreadsheet, include needed information like a company logo and calculation parameters such as current customers, growth rate, and average revenue for example.
NOTE: To add merge fields to your spreadsheet, follow our guide here. Make sure to use a unique name for each field name and do not use numbers on their own, include spaces, punctuation, special characters, or hyphens.
Once your spreadsheet is set up, perform a test to review calculations.
With the information, export it as a PDF to share with clients.
If you need to iterate through data in Excel, you can still do this with an Excel template. If you're not familiar with looping, use this article as reference.
NOTE: You can use conditional "IF" statements per usual. However, please note the row itself cannot be hidden if the condition is not met.