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The Executive Summary

Single page high-level look at client financials

Updated over a week ago

The Executive Summary assists in giving 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

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Configure the Executive Summary by going to the Reporting Tab on the client close page.

On the Executive Summary page preview, you can do the following:

  • Choose to Add Executive Summary Note

  • Update Comparison Settings

  • Choose Key Metrics and Bar Chart Settings

The Executive Summary is not able to be excluded from the Management Report.

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