Building an Executive Summary

Executive summaries are structured reports with AI-generated narratives, covering one or more engagements over a defined period.

What is an Executive Summary?

Multi-Section Report with AI-Generated Narratives

An executive summary is a structured report covering one or more engagements over a defined period. It includes sections for financial performance, KPI status, team utilisation, and more — each with AI-generated narrative text tailored to your chosen audience.

When to Create One

• Monthly — Summarise the past month for internal stakeholders
• Quarterly — Provide a comprehensive review for management or customers
• Client-Facing — Create a report tailored for external audiences

Create a New Summary

Step 1: Select Engagement

Navigate to Intelligence → Summaries and click Create New. Select the engagement (or engagements) to include.

Step 2: Select Timelines to Include

Choose which timelines (engagements, workstreams) should contribute data to the report.

Step 3: Choose Report Template

Select a report template that defines the structure: Weekly Update, Monthly Review, or Client Report. Each template includes different section types.

Step 4: Set Period

Define the period the summary covers — a single month, a quarter, or a custom date range.

Using the Summary Editor

Available Section Types

The editor presents a list of sections, each covering a different aspect:

• Financial Snapshot — Revenue, costs, margins, variance
• KPI Overview — Performance metrics with RAG status
• Team Utilisation — Capacity hours and FTE allocation
• Highlights — Notable achievements or milestones
• Risks & Issues — Items needing attention
• Recommendations — Suggested actions

Toggling Section Visibility

Show or hide sections depending on your audience. A customer-facing report might hide internal utilisation data, while an internal review shows everything.

Health Banner

The summary header shows a health banner — Healthy, At Risk, or Critical — based on the engagement’s current health score.

AI Narratives

Generating AI Text for Individual Sections

Click the AI generation button on any section to produce narrative prose. The AI analyses the data for that section and writes a clear summary: “Revenue was 8% above plan in Q4, driven primarily by project work on the cloud migration initiative…”

Regenerating All Sections

Click Regenerate All to produce fresh AI text for every section at once.

Audience Targeting

Select the target audience before generating:

Finalising and Sharing

Finalise and Lock

When the summary is ready, click Finalise. This locks the content, preventing further edits, and records the finalised date.

Download PDF

Export the finalised summary as a PDF for distribution. The PDF includes all visible sections, health banner, and data tables.