Building Executive Reports

Executives don't want to see raw data — they want clear, formatted summaries that answer key business questions.

What Makes a Good Executive Report?

1. Clear Structure

• Title/header that states the purpose
• Summary numbers at the top
• Supporting details below

2. Professional Formatting

• Bold headers and totals
• Currency formatting for money
• Clean alignment and spacing

3. Key Metrics

• Revenue totals by period
• Growth rates (month-over-month, year-over-year)
• Grand totals for the bottom line

The Report Formula

Raw Data + SUMIF/SUM + Formatting = Executive Report

In the Lab

You'll create a complete executive revenue report with:

• Monthly totals (SUMIF)
• Grand total (SUM)
• Professional formatting (bold + currency)