Wrapping up a 125-location audit for a property management company. CFO wants a comprehensive report but I'm not sure what level of detail executives actually want for portfolio work. Individual site summaries or just high-level findings and savings?
Portfolio reporting for CFO presentation - what do they really want to see?
Beverly - CFOs want the big picture first. Total savings, ROI, implementation timeline. Then maybe top 10 sites by savings opportunity. Save the detailed site-by-site analysis for an appendix or separate document.
Darrell's right. I always lead with an executive summary showing total portfolio savings potential, then break it down by finding type (billing errors, rate optimization, demand reduction). Visual charts work better than tables for C-level presentations.
Perfect, thanks both. Going with executive summary, savings by category, implementation roadmap, then detailed site data as backup. Much cleaner approach than the 200-page monster I was contemplating.