Our executive summary is an easy-to-use, user-defined report that tells the story of the deal.
To reach this page, go to the Deal tab and the Story sublink.
1. Available story sections are shown in this area.
2. To add a section, click the Add New button.
1. Enter information for the section, starting with the category and comment (required).
2. Click the Update button.
To return to the Story page, go to the Deal tab and Story sublink.
1. The new section will be listed on the executive summary page.
2. To add another section, click the Add New button.
3. When you’re ready to run the report, click the Run Executive Summary – All link.