Summary Sheet - What is Your Approach

I am of the opinion that the Summary Sheet is the single most important sheet in a Financial Model. It is also the only sheet that most users above Analysts care about.

Setting up a nicely formatted, mutually exclusive, collectively exhaustive Summary Sheet has always been a challenge to me. The reason is that you are fitting tables of different widths and lengths into a defined area. You can't adjust column widths freely because the tables may not have the same amount of columns (Sources & Uses vs 5 Year Summary vs Debt Terms).

It's like playing Tetris. Ideally, you want every table to be one column or row apart from the next and you want the totally of the sheet to be a perfect square or rectangle.

What is your approach?

 

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I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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