The advisory commentary is the narrative the client sees — your written analysis of the period. This guide covers writing it in the review workspace.
💡 Tip — Who can use this For advisory partners, in a client's review workspace.
Quick reference
| Step | Action |
|---|---|
| 1 | Fill in the commentary fields and save |
Step 1 — Write commentary
In the Advisory Commentary section, fill in:
- Executive Summary Headline and Analysis Summary.
- Trajectory — improving, stable, or declining.
- Risk Assessment — low, medium, high, or critical.
- Top Achievement and Top Concern.
- Priority Recommendation — the single most important next step.
- Benchmark Comparison (Executive tier clients).
- Per-pillar notes — one textarea per pillar.
Use Save Advisory Draft as you work. Each field has an AI Compose / AI Enhance button (a free platform service) to draft or polish text.
📝 Note — Commentary is what the client reads This is your direct communication to the client. Keep it clear, actionable, and grounded in the data. Use AI to draft, but always review and shape it to your voice.
💡 Tip — Address the flags in your commentary The diagnostic flags tell the client what's off; your commentary should explain why and what to do. Reference the key flags in your summary and pillar notes so the client gets the full picture.