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Module Overview

The Business Overview Report is designed to analyse the trends in key drivers of profitability within your client’s business over the past 12 months.

Covering the all aspects of the P&L (Sales, Gross Margin, Overheads & Profitability) and Balance Sheet (Current Ratio, Debtors, Creditors & Cash Movement) in the latest month, quarter and 12 month period, the Business Overview Report is the perfect start point for every conversation you have with your client about their business.

Sample Report

Playbook

Guide