Annual Report Summary
Annual performance report summary template for stakeholders.
Pulling a year together for an annual report is a scramble unless you have a structure. This free Annual Report Summary gives you one — capturing the year's performance, key highlights, financial summary and goals for next year — so the raw material for your report or board pack is organised in one place.
How to use it: fill in the year's results, milestones and financial summary, and note priorities for the year ahead. Use it as the working summary from which your formal annual report, board pack or stakeholder update is written.
Key features
- Compile the year's performance
- Highlights and milestones
- Financial summary section
- Goals for the year ahead
- Works in Excel and Google Sheets
This template is designed for professionals and teams working in Corporate & Governance who want to manage Corporate Performance tasks efficiently in Microsoft Excel — without the need for expensive specialist software.
The Annual Report Summary is part of our Corporate & Governance collection — downloaded 3 times and counting. Built from real-world experience by the ExcelGurukul team and tested across multiple industries and roles.
Frequently asked questions
Is the annual report summary free?
Yes, free with no registration.
What does it capture?
The year's performance, highlights, financials and next-year goals.
Who is it for?
Businesses, non-profits and teams preparing annual reports.
Is it editable?
Fully editable in Excel or Google Sheets.