Executive Financial Summary


The template provides a short financial description of the business that allows the reader to understand the highlights of the report.

The template provides the reader a brief financial report, clear and expresses the main finding or conclusions, it can save the reader a lot of time, it is slightly shorter version of the full report, instead it describes briefly the main points that the reader wants to communicate

The report is not linked to full financial report, you need to get the data from your software or full financial reports that you have and insert the data in the green cells

Concerning the power point, you need to copy from excel and recommended to paste as picture in power point

What is included?

The template provides a summary of the following below

  1. Sales analysis
  2. Gross profit analysis
  3. Profit from operation
  4. Major expenses
  5. Working capital
  6. Cash flow
  7. Balance sheet analysis
  8. Receivables ageing analysis
  9. Ratios
  10. weighted average cost of capital
  11. Valuation
  12. Revenue growth
  13. Free cash flow
  14. Payback period
  15. Metrics


Key inputs in the green tabs

Fill the green cells only

Conclusion and customization

Highly versatile, very sophisticated financial template and friendly user

If you have any inquiry, please contact us

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