Intelligence: Executive Summaries
The Intelligence workspace is where you create, edit, and publish executive summaries with AI-generated narratives.
Summaries Landing Page
Filters and Search
Filter summaries by:
- Engagement
- Status (Draft, Finalised)
- Period
- Audience type
Search by title or engagement name.
Summary Cards with Status Badges
Each summary appears as a card showing:
- Title
- Engagement name
- Period covered
- Status badge (Draft/Finalised)
- Creation date
Create Summary Wizard
A four-step wizard guides you through summary creation:
| Step | Action |
|---|---|
| 1. Select Engagement | Choose one or more engagements to include |
| 2. Select Timelines | Choose which timelines contribute data |
| 3. Choose Report Template | Weekly Update, Monthly Review, or Client Report |
| 4. Set Period | Define the date range the summary covers |
Summary Editor
Section Types
The editor presents sections based on the chosen template:
- 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
Each section has a header, data table (where applicable), and a narrative area.
Health Banner
The summary header displays a health banner based on the engagement’s current health score:
| Status | Meaning |
|---|---|
| Healthy (green) | Engagement on track |
| At Risk (amber) | Some concerns |
| Critical (red) | Significant issues |
AI Narrative Generation
Click the AI button on any section to generate narrative text. The AI analyses the underlying data and produces a clear, audience-appropriate summary.
Select the target audience before generating:
| Audience | Style |
|---|---|
| Internal | Candid, includes internal metrics, references team names |
| Customer | Professional, focuses on service delivery and SLA compliance |
| Executive | High-level, emphasises strategic implications and decisions needed |
| Board | Condensed, focuses on financials and risk |
Use Regenerate All to refresh every section at once.
Finalise and Download PDF
When the summary is ready, click Finalise to lock it (preventing further edits) and record the finalised date. Export as PDF for distribution.
Related Documentation
- Executive Summaries Guide — Step-by-step workflow