The Summary Report

Your Client’s Window To Their Business

The summary report is a simplified version of the Detail Report, that is useful for your client to see what the report is showing without all the detail that can bog them down.  It contains Executive Summary, the Comparison Tables, and the Comparison Graphs.

This is perfect to give to a client in an initial or introductory consultation to follow along as you present using your detailed version. You can give them a copy of the detail report at the end of the consultation, or as you proceed through to the implementation of action items, or you can even charge extra for the detail report once you have them excited about the value of the report.

Look at all this report provides your client!

The summary report is a more concise version of the report that only includes the Executive Summary as well as the actual charts and graphs for each measurement. Omitted are the explanatory sections, as well as the higher analytical tools and lists of action items.

It contains the following components:

Executive Summary – Gives an overview of the Strengths and Weaknesses of the business based on those metrics from the balance sheet, income statement and financial ratios that are above the industry standard (Strengths) and below the industry standard (Weaknesses). The report standard can be set based on the percentile that the business is being measured against. The default is 50% or industry mean.

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Balance Sheet Comparison Summary – Charts the performance of the business against industry standard by percentile for each metric taken from the Balance Sheet. Use this to consult on how to build Owner Equity

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Income Statement Comparison Summary – Charts the performance of the business against industry standard by percentile for each metric taken from the Income Statement. Use this to consult on how to increase profits and retained earning.

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Financial Ratio Comparison Summary – Charts the performance of the business against industry standard by percentile for each financial ratio.

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Balance Sheet Comparison Summary Graphs – Graphically represents the company performance against industry standards for each metric from the Balance Sheet. Use this to graphically represent what can be done to increase owner’s equity

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Income Statement Comparison Summary Graphs – Graphically represents the company performance against industry standards for each metric from the Income Statement.

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Financial Ratio Comparison Summary Graphs – Graphically represents the company performance against industry standards for each financial ratio.

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