Free Tool

Is your executive report helping you focus on what matters?

Spend five minutes with a report you regularly rely on and take a fresh look at what it helps you understand, what you actually use, and what may deserve a closer look.

Five minutes. One report. Greater clarity about what matters.

Free to use — no cost, no obligation.

How It Works

Work through seven quick steps using one report you regularly rely on.

Compare what the report contains with what you actually use to understand the business and make decisions.

Walk away with a completed copy that captures what you noticed and where the report may deserve a closer look.

Get Started

Enter your name and work email to begin.

Step 1 of 7

About This Report

Choose one report you regularly rely on.

Name the specific report you are evaluating before you begin.

Report Name

Frequency (optional)

Question 1

Who relies on this report?

Think about yourself and the other people who use it.

Who receives it?

Who actively uses it in meetings or decisions?

Question 2

What is this report supposed to help you understand or decide?

Answer in one or two sentences.

Question 3

What KPIs or measures does the report contain?

List the recurring measures that stand out when you review the report.

Question 4

Which KPIs actually influence your discussions, questions, actions, or decisions?

Think about the last few times you used this report.

Question 5

If this report included only half the KPIs tomorrow, which ones would you ask to restore?

Those are likely among the measures that matter most to you.

What Did You Notice?

A few quick reflections

Audience Gap

Are there people receiving the report who do not actively use it?

Purpose Gap

Can you clearly state what this report helps you understand or decide?

Attention Gap

How many of the KPIs you listed in Question 3 also appeared in your answers to Questions 4 and 5?

Final Reflection

If you could improve just one thing about this report, what would it be?

Capture your first instinct. You do not need to solve it yet.

Before you go The purpose of this five-minute check is not to judge whether the report is good or bad. It is to notice how well it supports the way you actually use it. If any of your answers surprised you, the report may deserve a closer look.

Your progress is saved on this device as you go.

You've completed the check.

Your completed check has been saved.

Download a copy for your own reference. It captures your answers and what you noticed about the report.

Want to go deeper?

The 30-Minute Test

A paid, self-guided assessment that takes the next step by examining how a report performs in an actual leadership meeting across five dimensions: Purpose, Trust, Focus, Context, and Decision Readiness.