What is an Executive Briefing Card Report?

Executive Briefing Cards are considered monitoring tools and are often used by boards, executives and sometimes external stakeholders to get a quick performance status in a graphical and easy to read format. Some of the key functionality in this type of unique dashboard report is that it first presents an automatic narrative based on the key metrics, and then it shows these figures in small tables with traffic lights. The charts on the left side of the briefing card highlights revenue and profitability trends. You find an example of this type of report below.

Purpose of Executive Briefing Cards

Companies and organizations use Executive Briefing Cards to make it very quick and easy for non-accountants to analyze results. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its ability to communicate performance to senior executives and stakeholders as well as reduce the chances that this group of people miss important highlights.

Executive Briefing Card Example

Here is an example of an Executive Briefing Card Report with auto-narrative, charts and figures.

Executive Briefing Card Report Example

Executive Briefing Card Report Example

You can find hundreds of additional examples here

Who Uses This Type of Unique dashboard report?

The typical users of this type of unique dashboard report are: Boards, Executives and External Stakeholders.

Other Unique dashboard reports Often Used in Conjunction with Executive Briefing Cards

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Executive Briefing Cards, along with financial reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples