Premium Template

Executive Summary Report Template for Google Sheets & Excel

Get a live overview of Executive Summary along with a high-level overview of a company's operations and financial status.

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QuickBooks Executive Summary Report Template for Google Sheets & Excel

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

Crafted for high-level financial reporting, this template delivers an executive summary of a company's financial status, highlighting key metrics and insights for stakeholders. Compatible with Google Sheets and Excel, it is ideal for board meetings and investor updates. The integration with LiveFlow ensures that the executive summary is continually refreshed with the latest financial data from QuickBooks Online, keeping stakeholders informed with up-to-date information.

Key features

  • Creates an executive summary of financial performance for high-level reviews.
  • Enhances stakeholder communication with concise and informative financial summaries.
  • Supports strategic decision-making with key financial highlights and metrics.

Who can this template help?

Executives and finance leaders in all sectors

Use cases

Creates an executive summary of financial performance for high-level reviews.

Want some help getting the template up and running?

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

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Frequently Asked Questions
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