About this Financial Brief one pager template

Boards and lenders want the quarter in one look before they open the full accounts. This financial brief template opens with a two-line summary, then four core indicators: net revenue, profit margin, EBITDA and the current ratio. Bar and line charts show revenue by business unit and over the last four quarters, the balance sheet comes down to three lines, and a checklist sets the priorities for next quarter. CFOs, controllers and finance teams send it with the monthly or quarterly pack, or open the board meeting with it. Readers see what moved and what happens next without reading a spreadsheet.