The Executive Summary

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.