Examples

Use Case 1: KPI metrics summary

Aggregate important opportunity metrics for last week/this week with EXEC, store the results, and insert them into slide text boxes.

Example data:

{
   "Opportunities": [
     {
       "Name": "Acme Corp - Expansion",
       "Stage": "Proposal/Price Quote",
       "Amount": 60000,
       "CloseDate": "2025-09-15",
       "Owner": "Jordan Lee"
     },
     {
       "Name": "BrightWave Renewal",
       "Stage": "Negotiation/Review",
       "Amount": 45000,
       "CloseDate": "2025-09-17",
       "Owner": "Taylor Morgan"
     },
     {
       "Name": "Zenith Inc. Pilot",
       "Stage": "Closed Won",
       "Amount": 75000,
       "CloseDate": "2025-09-08",
       "Owner": "Avery Smith"
     },
     {
       "Name": "GlobalTech Services",
       "Stage": "Closed Won",
       "Amount": 90000,
       "CloseDate": "2025-09-09",
       "Owner": "Casey Brown"
     }
   ]
 }

Exec tag value:

{#!
 // Only treat "Closed Won" as closed
 const closedWonOpps = Opportunities.filter(opp => opp.StageName === "Closed Won");
 const openOpps      = Opportunities.filter(opp => opp.StageName !== "Closed Won");
 
 // 1) Current pipeline size (all non-Closed Won)
 const pipelineCount = openOpps.length;
 const pipelineValue = openOpps.reduce((sum, opp) => sum + (opp.Amount || 0), 0);
 
 // 2) Closed Won in the last week (all Closed Won opps in the list)
 const closedWonCount = closedWonOpps.length;
 const closedWonValue = closedWonOpps.reduce((sum, opp) => sum + (opp.Amount || 0), 0);
 
 // 3) Closing in the next week (all open opps in the list)
 const closingNextWeekCount = openOpps.length;
 #}
 

Template Document:

Output:

Use Case 2: Top performer determination

Loop through salespeople and revenue to identify the highest performer and highlight them on an award slide.

Example data:

{
   "Opportunities": [
      {
         "Name": "Acme Corp ΓÇô Pilot",
         "Stage": "Closed Won",
         "Amount": 5200,
         "CloseDate": "2025-09-08",
         "Owner": {
            "Name": "Katherine Stewart",
            "Title": "Senior Sales Representative",
            "Email": "kstewart@test.com",
            "Phone": "123-456-7890",
            "ProfilePic": "https://example.com/kstewart.png"
         }
      },
      {
         "Name": "BrightWave Renewal",
         "Stage": "Closed Won",
         "Amount": 6500,
         "CloseDate": "2025-09-09",
         "Owner": {
            "Name": "Katherine Stewart",
            "Title": "Senior Sales Representative",
            "Email": "kstewart@test.com",
            "Phone": "123-456-7890",
            "ProfilePic": "https://example.com/kstewart.png"
         }
      },
      {
         "Name": "Zenith Inc. Expansion",
         "Stage": "Proposal/Price Quote",
         "Amount": 30000,
         "CloseDate": "2025-09-15",
         "Owner": {
            "Name": "Jordan Lee",
            "Title": "Account Executive",
            "Email": "jlee@test.com",
            "Phone": "555-111-2222",
            "ProfilePic": "https://example.com/jlee.png"
         }
      }
   ]
}

Syntax:

{#!
 // Step 1: Get all Closed Won opportunities
 const closedWonOpps = Opportunities.filter(opp => opp.StageName === "Closed Won");
 
 // Step 2: Aggregate totals per owner
 const totalsByOwner = {};
 
 closedWonOpps.forEach(function(opp) {
   const ownerKey = opp.Owner.Email; // use email as a unique key
   if (!totalsByOwner[ownerKey]) {
     totalsByOwner[ownerKey] = {
       Name: opp.Owner.Name,
       Email: opp.Owner.Email,
       Phone: opp.Owner.Phone,
       ProfilePic: opp.ProfilePic,
       Title: opp.Title,
       Amount: 0
     };
   }
   totalsByOwner[ownerKey].Amount += opp.Amount || 0;
 });
 
 // Step 3: Find the top performer
 let topPerformer = null;
 
 for (const key in totalsByOwner) {
   const owner = totalsByOwner[key];
   if (!topPerformer || owner.Amount > topPerformer.Amount) {
     topPerformer = owner;
   }
 }
 #}
 

Template Document:

Output:

Notes

• Shapes that include only EXEC command will still exist in the final document.

• Commands run based on the order of shapes from back to front, to ensure EXEC commands run first for a slide, make sure that you right click on the shape containing the EXEC command and click "Send to Back".

Next Steps

• About EXEC

• EXEC in Word

• EXEC in Excel

• EXEC in PDF