๐ŸŒ Upmetrics is now available in

English

Franรงais

Deutsch

Espaรฑol

Italian

Portuguese

Executive Summary Template

Download this free executive summary template to write a short, strong overview of your business. Itโ€™s easy to edit, works in Word and Google Docs, and fits any business plan.
Available formats:
Word Icon
Download counts: 84,574

All 100% free. We're here to help you succeed in business, no strings attached.

guarantee

15-Day Money Back

Guarantee
4.9

4.9

product-of-the-day-ph

What makes our executive summary template stand out?

Simple & clear format

Simple & clear format

Each section is clearly labeled with prompts to guide your writing, so you won't be stuck.

Helpful for idea validation

Helpful for idea validation

Writing it out helps you test if your business concept makes sense on paper.

Beginner-friendly

Beginner-friendly

You donโ€™t need writing or formatting skills. Just follow the structure and fill in your details.

Flexible for edits

Flexible for edits

Easily update for funding rounds, pitch events, or business changesโ€”no need to start over.

Executive summary template highlights

This executive summary template includes:

  • Business Overview
  • Mission & Vision Statement
  • Problem and Solution
  • Target Market
  • Team Snapshot
  • Financial Summary
  • Funding Request (if any)
  • Next Steps or Call to Action

How to use our executive summary template?

how to use our executive summary template
  • Download the template

    Choose your preferred formatโ€”Google Docs, Word, or PDFโ€”and make a copy to start editing.

  • Gather your business details

    Before you begin, collect key info like your business idea, goals, target market, product or service, team background, and financial highlights.

  • Fill in each section

    Use the prompts to complete areas like Company Overview, Market Opportunity, Product or Service, Financial Summary, and Team. Keep it short and focused.

  • Review and refine

    Check for clarity, typos, and missing info. Make sure your message is clear and your numbers are accurate.

  • Save and share

    Export your summary as a PDF or attach it to your business plan or pitch deck. You can also share it with your team or mentor for feedback.

Why choose Upmetrics over an executive summary template?

  • Tiring writing process
  • Manual writing
  • Difficult to track progress
  • No collaboration
  • No support
Upmetrics logo black
  • Guided AI plan writing & assistance
  • Smart suggestions and help tips
  • Progress tracking and version control
  • Real-time collaboration
  • World-class customer support

Executive summary templates are great, but Upmetrics helps you write the entire business plan with confidence.

Upmetrics is an AI-powered business planning tool that helps you create clear, investor-ready business plans (with executive summaries) in minutes. With AI assistance, you can skip the guesswork and focus on what matters. Itโ€™s more than just summariesโ€”itโ€™s a complete business planner, from the first page to the appendix.
who should attend

Plan Smarter & Faster with Upmetrics

Frequently Asked Questions

Download Your Business Resource Now

Resources to plan, launch, and grow your business.

Upmetrics logo black

Your executive summary template is ready

Download your resource now. It's the perfect starting point to start building your business.

need assistant planning your business

Need assistance planning your business?

Plan, Launch, and Grow Your Business with Upmetrics AI.