Executive

Intermediate · 6 min · Reports & insights

The owner's view of the business: sales, money and risks in one place, for decisions rather than data entry.

Executive

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Owners need a short, reliable picture of the business without opening each module. The Executive module gathers the figures that matter for decisions: how sales are going, where money stands and what risks are building. It is used by owners and partners, and by managers who report to them.

Before you start

Day-to-day entries (sales, purchases, payments) kept up to date
An owner or admin login

Step by step

Open ExecutiveIn the left sidebar open Executive. On a new business you see the heading Welcome to Executive.
Try demo data only on a test accountLoad Demo Data fills the screen with sample figures so you can see how it looks. Use it only on a trial business, not your live books.
Create your executive viewPress + Create Executive to start your own view, fill in the form and save.
Read sales, money and risksLook at sales first, then cash and dues, then the risks. Each tells you which detailed screen to open next.
Drill into detailsFor money owed, open Receivables; for profit, run Profit & Loss in Reports; for a quick health check, run Business X-Ray.
Read the short briefFor a written summary of what needs a decision, open Executive Brief.

Worked example

The two partners of Patel Engineering Works in Rajkot meet every Friday. They want one screen to look at instead of printing several reports.

One partner opens Executive and presses + Create Executive to set up their view.
On Friday 13 Nov 2026 they look at sales for the month so far, cash, and the risks listed.
They see a large overdue amount from one customer and open Receivables to check its age.
They agree that one partner will call the customer the same day.

Result: The Friday meeting takes 15 minutes, decisions are based on current figures, and the overdue customer gets a call that afternoon.

💡 Tips

Look at Executive at the same time each week so changes stand out.
Keep entries current; an executive view is only as good as yesterday's data entry.
Limit access to owners and senior managers through Team.

⚠️ Common mistakes

Using Load Demo Data on the live business and confusing sample figures with real ones.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Executive and show the welcome screen.
Scene 2: Explain Load Demo Data and when not to use it.
Scene 3: Press + Create Executive.
Scene 4: Walk through sales, money and risks.
Scene 5: Drill into Receivables from a risk.