Executive Brief
A short written summary of how the business is doing and what needs a decision, for owners who want the headline first.
Why and when you use it
Not every owner wants a table. Executive Brief gives the headlines: how the business is doing and the few things that need a decision now. Read it first thing on Monday, or before a meeting with your partner, banker or CA, and then open the detailed screens only where needed.
Before you start
- Day-to-day entries kept up to date
Step by step
- Open Executive BriefIn the left sidebar open Executive Brief.
- Read the summaryRead how the business is doing overall for the current period.
- Focus on decisionsLook at the items that need a decision. These are the points to act on this week.
- Check the detailFor each decision, open the matching detailed screen, such as Receivables, Reports or Business X-Ray, before acting.
- Share the outcomeTell the person responsible what you decided, or assign it in Team Workboard.
Worked example
The owner of Hotel Lakeview in Udaipur reads Executive Brief on Monday 16 Nov 2026 before the weekly meeting with the front-office and accounts heads.
- Open Executive Brief and read the summary.
- Note that collections from two travel agents are pending.
- Open Receivables to confirm the amounts.
- In the meeting, ask the accounts head to follow up with both agents this week.
Result: The meeting starts with clear decisions instead of a report review, and pending travel agent dues get a named owner.
💡 Tips
- Read the brief before opening any other screen; it tells you where to look.
- Keep a short log of decisions made each week to see what was done.
⚠️ Common mistakes
- Acting on a headline without checking the detail screen first.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Executive Brief.
- Scene 2: Read the summary.
- Scene 3: Point to items needing a decision.
- Scene 4: Open Receivables to check one.
- Scene 5: Assign the action in Team Workboard.