During month-end reporting you compile a detailed 30-page analysis of regional sales performance, complete with SQL query appendices and screenshots from the BI tool. The VP of Sales has only ten minutes before a board meeting and asks to "see the key takeaways, risks, and next steps without the rest of the analytics." Which delivery or consumption method will best meet the VP's request?
Email the raw fact table as a CSV file so the VP can filter and analyze the data personally.
Attach the complete 30-page report (including SQL appendix) as a PDF for the VP to skim on the way to the meeting.
Prepare a one-page executive summary that highlights the most important metrics, risks, and recommended actions.
Publish the full interactive dashboard to the self-service BI portal and send the VP a link.
An executive summary is designed to give busy decision-makers a concise, high-level view of a longer report's purpose, key findings, and recommendations. Because it can be read in place of the full document, it is the most appropriate way to equip the VP with actionable insights before the board meeting. The other options either require more time (interactive portal, live dashboard), additional analytical skills (raw CSV), or still force the VP to navigate the full report (PDF), so they do not satisfy the need for a rapid overview.
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