Performance Reports
Performance Reports show your clients what’s really happening in their business — past, present, and projected. They help you highlight opportunities, flag risks, and position yourself as a trusted advisor, not just a number-cruncher.
To-do checklist (optional):
- Generate a Business Overview Report for a client to give them a clear, simple snapshot.
- Explore a Performance Analysis Report or Performance Trend Report to dig deeper into what drives results.
- Share one report with a client and use it to spark a conversation about what’s going well and where improvements are possible.
Available Performance Reports
- Business Overview Report – a high-level summary for any client.
- Performance Analysis Report – a breakdown of key drivers of profit and cash.
- Performance Trend Report – visualise progress over time.
- Management Report – the detail behind the numbers.
- Board Summary Report – focused insight for senior decision-makers.
- Board Report – formal reporting pack.
- Customer Analysis Report – profitability by customer.
- Marketing ROI Report – track effectiveness of campaigns.
- Supplier Analysis Report – see where money is going and assess supplier value.
- Performance vs Forecast Report – track actual performance against your plan.
- Target Exit Value Performance vs Forecast Report – measure progress towards a successful exit.
👉 Tip: Start with the Business Overview Report. It’s simple, powerful, and a natural way to open a conversation with any client.
👉 Next: Move on to Business Modelling to explore forecasting and scenario planning.