---
title: The Executive Summary
slug: the-executive-summary
docTags: 
createdAt: 2021-08-16T04:42:44.000Z
---

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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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