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Executive Summary Dashboard

Understand what this dashboard is for, its importance, navigation, and the relevant FAQs!

DashboardInsights Team avatar
Written by DashboardInsights Team
Updated over 2 months ago

Understanding the dashboard

The Executive Summary Dashboard is designed to give accountants a high-level overview of a client’s financial health, focusing on the most essential data and insights. This page condenses complex financial information—such as key performance indicators (KPIs), trends, and business metrics—into a simple, easy-to-read format.


Why is it important?

The Executive Summary Dashboard offers you with the following relevant information:

  • Offers a quick view of your client’s financial performance, allowing you to grasp the most important insights at a glance.

  • Highlights key data points, helping you easily spot strengths and areas that need attention. This lets you focus on the most important issues and give more targeted advice.


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Dashboard FAQs

  • What key metrics are included on the Executive Summary Page?

    • The Executive Summary Page typically includes high-level KPIs such as total revenue, net profit, cash flow, gross margin, and working capital. These metrics provide a snapshot of your client’s financial health and performance over a defined period.

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