KPIs and Management Reports
The Executive Summary
1min
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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.
Updated 19 Oct 2023
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