Management report structure, the basis of your financial story.  Your financial story provides valuable insights into your businesses financial and non-financial performance.  To create a meaningful and impactful report, it is essential to consider design, presentation, and content.

Cover Page and Executive Summary:

Begin the management report with a professional cover page featuring the organisation’s logo and name.  Follow it with a concise executive summary that provides an overview of the report’s contents, highlighting key achievements, challenges, and financial highlights.

Introduction and Organisational Overview:

Introduce the report by describing your mission, vision, and objectives. Provide a brief history and context for your report, including the reporting period and notable events or milestones.

Financial Data:

Financial information is a critical component of a management report. Include financial statements, such as profit statements, cash flow statements, and balance sheets . Calculate and analyse essential financial ratios, such as liquidity, profitability, and solvency. Furthermore, make use of graphs and charts to visualise trends, comparisons, and variances over time.

Non-Financial Data:

In addition to financial information, include non-financial data that reflects your businesses performance. This may include client experiences productivity, client retention, and employee satisfaction.

Key Performance Indicators (KPIs):

Identify and present KPIs that are relevant to your strategic goals.  Use charts, graphs, and visual dashboards to make the information easily digestible and understandable.

Budget and Financial Projections:

Include your detailed budget for the reporting period, if your don’t have one then create one, book a call if you need help.  Assess your actual performance against the budget, highlighting significant deviations and providing explanations.

Develop financial projections for future periods, considering anticipated funding changes, program expansions, or cost-saving initiatives. Use scenarios and sensitivity analyses to demonstrate the potential impact of different financial strategies.


Summarise the main findings and insights of the management report. Your Management report structure should provide recommendations based on the analysis of the financial and non-financial data. Identify areas for improvement and outline potential strategies to enhance the organisation’s performance, achieve its goals, and overcome challenges. I Hate Numbers and our sister company Numbers Knowhow will help you reduce that overwhelm.  .

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