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.
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Management Reports

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