One Page Executive Summary

Mar 27, 2021

Just completing the rework of a client’s Board Reporting Pack. Moving this to a single A3 page containing all the key data related to the month’s result. This sheet contains key lines from the profit & loss report, the short-term cash flow forecast, key balance sheet lines, regional results, key product group results, stock position, debtor and creditor aging and key web marketing/ performance metrics.

This is designed to provide senior management and the Board with the key stats that influence the business’ performance in a highly visible and easy to read format. This allows the discussion to be focussed on strategy and the key metrics.

No more hunting through pages of reports to find the key numbers, with the hunt throwing up distractions and resulting in discussions on issues that are not relevant for a Board.


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