Executive briefs
Give leaders a brief they will actually read.
Turn research, data and market signals into a one-page update: what changed, why it matters and what to do.
In short
An executive brief is a short update on the few things that changed, why they matter and what the team recommends. mTab automates executive briefing from your trackers, studies, competitor moves and customer signals, on demand or on a schedule, with sources attached, so leaders can decide instead of asking for more analysis.
The challenge
The monthly leadership update takes days to build and is out of date when it ships. Leaders want the few things that changed and what the team recommends, not a long deck.
- 1
Monitor
Pulse tracks the sources a brief draws on: trackers, studies, competitor moves, customer signals and the questions leaders asked last time.
- 2
Prioritize
It ranks the few changes that warrant leadership attention this period.
- 3
Explain
Each item states what changed, why it matters and what the team recommends, with sources.
- 4
Deliver
Generate the brief on demand or on a schedule with Halo Flows, edit it, and share it in Team Pulse.
What leaders receive
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The few things that changed
A ranked list of movements in brand, customers, competitors and markets that warrant attention this period.
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Why each one matters
Two sentences of context per item, drawn from verified analysis rather than opinion.
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A recommended next step
What the team proposes to do, so leaders can decide rather than request more analysis.
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Evidence on request
Every figure links to the study, wave and cut behind it for anyone who wants the detail.
Platform capabilities
- Executive brief generation
- Ranked priorities
- Team Pulse sharing
- Scheduled briefs with Halo Flows
Halo Reports and your research
Briefs built on verified analysis.
Every brief draws on analysis in Halo Reports, so each figure traces to the study and wave behind it. Leaders get the summary; the research team keeps the evidence.
- Figures traced to the study, wave and cut behind them
- Reusable report pages that feed recurring briefs
- Brief generation scheduled with Halo Flows
Related reading
All articles
Decision intelligence
Decision intelligence vs. business intelligence: what is the difference?
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Reporting
Charting survey data: pie, bar, column, donut and stacked bar charts, and when to use each
Which chart to use for survey results, why bar and column charts beat pie charts for comparison, how to use stacked bars for scales, and the presentation rules that keep charts honest.
FAQ
Executive briefs: common questions.
What goes into an mTab executive brief?
A ranked list of the changes in brand, customers, competitors and markets that warrant leadership attention, two sentences of context for each, and a recommended next step, with sources.
Can executive briefs be scheduled?
Yes. Briefs can be generated on demand or on a schedule with Halo Flows, edited by your team, and shared in Team Pulse.
Does anyone review a brief before leaders see it?
Yes. Your team edits and approves every brief before it is shared. Pulse recommends; people decide.
Want to see executive briefs with your data?
Bring one tracker or study. We'll show you what Pulse would surface for your team before we meet.