Executive Summary Report

By |2021-07-27T00:21:02-05:00March 23rd, 2018|Comments Off on Executive Summary Report
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The Executive Summary Report is a great tool for managers and owners.  This convenient report displays

  • Key Indicators
  • Upcoming Bills & Invoices Due
  • The Day’s Top Five Customers by Sales
  • A “Super Condensed” Year-Over-Year Income Statement
  • The Year’s Top Five Customers by Sales
  • The Year’s Top Five Selling Items (both by sales and by volume)
  • The Year’s Top Five Marketing Sources
  • A Top Five Salesperson Report

and more valuable information in one convenient easy-to-read document.

Form Access

  • From the main menu, click Reports | Executive Summary, or use the Report Navigator.

Report Options

This report is hard-coded into the program and has no user-configurable options.

Related Content

Report Navigator

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.


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