Business Overview Report
Turn Insight into Client Conversations
Every connected client can benefit from a Business Overview Report.
The Business Overview Report provides a clear, easy-to-understand summary of business performance and can be generated at no additional cost.
Many firms use this report as a starting point for:
- Management review meetings
- Quarterly discussions
- Client check-ins
- Advisory conversations
Suggested Exercise
Generate a Business Overview Report for:
- One strong-performing client
- One average-performing client
- One client requiring attention
Compare the outputs and consider the discussions each report could generate.
Explainer video (2 page report)
Example of the ‘Business Overview Report’ – click here
So What? Guide for the Business Overview Report – click here