Building an Executive Summary

An executive summary is a structured report covering one or more engagements. It includes numbers and a short written summary you can share with stakeholders.

When to use one

Monthly portfolio review.
Quarterly business review with a client.
Internal status read-out.

Step 1: Pick the scope

Go to Communicate, then Reports. Click New Report.

Choose engagements (one, several, or the whole portfolio).
Choose the period (month, quarter, year-to-date).
Choose a template (default, client-facing, or internal).

Step 2: Generate the draft

Click Generate. DigitalCore pulls the numbers and writes a first draft.

The draft includes:

Headline figures (revenue, cost, margin, health).
Period highlights (best and worst engagements).
Open decisions and risks.
A short summary paragraph.

Step 3: Edit

Edit any section in place. The numbers stay live until you finalise. The written sections are yours to refine.

Step 4: Finalise

Click Finalise to lock the report. After this, numbers and text are frozen.

Export as PDF.
Share a private link.
Send by email.

Schedule

Set a recurring schedule (monthly or quarterly) and the report will draft itself on time. You still review and finalise.