17

Reporting

Reporting

Executive summary

Dashboard

Dynamic charts

Summary

REPORTING

Each chapter has increased the number of sheets in the model starting with the initial accounts and adding the forecast, debt servicing, valuation and sensitivity. You now need to communicate the answers to different types of audiences. One common error is to print the entire contents of the workbook like a 1980s computer report. Somebody is unlikely to want to read a 50 page workbook and so they need concise reports which summarise the key findings. You need to extract the main conclusions in summaries, dashboards, charts and reports. Different users need varying levels of detail and the model should report to each category of user. Exposure to peer group ...

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