Output Summary Tab

When to use

Use this skill when a financial or strategic model is complete and needs a clean, executive-facing front page that summarizes all key results on a single tab. Trigger it when a model needs to be presented to a board, an investment committee, or a senior client, and the full model is too detailed to walk through directly. Also use it when a model needs to be submitted as a standalone document where the Outputs tab must communicate the full story without the presenter in the room.

What it does

Designs a single-tab executive summary that contains: 4-6 KPI tiles (key metrics in formatted boxes), a concise narrative block (the "so what" of the model output), a one-table sensitivity summary (1-2 key sensitivities in a compact format), and an assumption log (10-15 key assumptions with base values). All values are references to Calculation tabs -- no formulas on this tab. The tab is designed to be printed on one A4 landscape page or screenshotted as a single image for a board pack.

Method

1. Define the layout grid. The Outputs tab uses a page-layout approach, not a standard spreadsheet approach. Think of it as a designed page with defined zones. For an A4 landscape orientation, the usable grid is approximately 32 columns wide by 50 rows tall (at a standard column width and row height). Design these zones:

   Zone A (top strip): Title bar. Contains: model name, reporting period, version number, date. Full width, 3-4 rows tall.

   Zone B (upper left, 40% of width): KPI tiles grid. 4-6 tiles in a 2x2 or 2x3 arrangement.

   Zone C (upper right, 60% of width): Narrative block. A text-heavy section describing the key finding.

   Zone D (lower left, 50% of width): Sensitivity summary. A compact 2-variable sensitivity table or a 1x6 row showing a key metric at Bear, Base, and Bull.