The Executive Summary exists to give your clients a high-level look at their financials on a single page.
It includes:
The Executive Summary Note: a 2-3 sentence summary you can write giving some high-level commentary to your clients
P&L comparison: the Profit and Loss compared against prior periods
This can be run on a monthly, quarterly, or annual basis by changing the Aggregation setting
Key Metrics: KPIs or Balance Sheet values you want to share with your client
The Profit and Loss Bar Chart: a bar chart showing how your client's current year compares against their prior year
