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Board Summary

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The Board Summary Report represents a rounded view of financial performance, and enables a business to identify areas where this can be improved. Performance is analysed from the start of the financial year to the current reporting month, and progress should be measured on a monthly basis.

In addition to title and contents pages the Board Summary comprises of:

  • Financial Scorecard
  • Profit & Loss Performance Summary
  • Net Profit Projection
  • Balance Sheet Performance Summary

Sample Report

A sample of the ‘Board Summary’ can be accessed on the link below.


Financial Scorecard

P&L Performance

Balance Sheet Performance

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