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.
Interactive demo
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.