How the Brindlewick account summary was built

The sample above adds a cover picture and three range pictures to the quick start. The rest is the quick start as it comes. Colours are Brand Kit colours: Accent, Heading text, Muted text, Lines, Callout fill and Primary.

Before you start

• Docable installed, and access to create templates: see Permissions and readiness.
• An approved Brand Kit: see Give your documents a Brand Kit.
• An account, Larksedge Hospitality Ltd. in the sample, with opportunities, cases and, if the org has Orders, orders.

Start from the Executive account summary quick start

1. In the Docable app, open Templates, choose New, then Start from a quick start.

2. Choose Executive account summary.

3. Under Brand Kit, choose your approved kit. The sample uses Brindlewick.

4. Choose Use as it is. The template opens in the editor, built on Account. If the org has no Orders, the Orders section is left out.

The blocks on the page

12

1. Title and facts. The account name, who prepared the summary, and the contact details.
2. Headline numbers. Open pipeline, closed won and open cases.

Title and facts

Guide: Put Salesforce data in a document.

Part	Setting
Layout	Two columns, widths 60% and 40%
Label	EXECUTIVE ACCOUNT SUMMARY; bold, 7.5 pt, Accent
Title	Heading 1 with the account’s name; bold, 30 pt, Heading text
Subtitle	Prepared for the account team and the customer’s leadership.; 10.5 pt, Muted text
Facts (right)	A Field grid with one column: Prepared (today, from Values › Today), Account owner, Account type, Industry. Borders Lines between rows, Label colour Brand: Muted text, Bold labels off
Prepared	Date format 4 March 2026
Contact line	A Field grid with three columns, Labels Above the value, Borders None: Phone, Website, Billing address, inside a Callout box with Sides Top

Headline numbers

Three panels that count and add up the account’s records. Guides: Add totals and calculations and Show a section only when it applies.

Part	Setting
Layout	Three columns, widths 34%, 33% and 33%
Each panel	A Callout box: Fill Callout fill, Padding (pt) 14, Sides None, Rounded corners (pt) 8
Label	OPEN PIPELINE, CLOSED WON, OPEN CASES; bold, 7.5 pt, Accent
Number	24 pt, bold, Heading text. Show instead 0.00 with a pound sign when there are no records. Retype it if your currency differs
Small line	9 pt, Muted text: 3 open opportunities, 2 opportunities won, 1 case in total
Closed won	Prints No opportunities won when the count = 0. Show when Some opportunities won and No opportunities won
Open cases	Prints No open cases when the count = 0, else the number of cases in total

Calculations

Twenty-three, made with Total and Calculation on the Logic tab.

Group	Names	How
Opportunities	Opportunities, Opportunity total, Open pipeline, Open opportunities, Closed won, Opportunities won	Create a collection total over the opportunities: Count, or Sum of the amount. The last four use Only include rows where Closed is false (open) or Won is true (won)
Orders	Orders, Invoiced, Credited	Count, then Sum of the order’s total where the Reference is blank (invoiced) or is not blank (credited)
Cases	Cases, Open cases	Count, then Count where Closed is false
Worked out	Closed cases, Invoiced less credits, Net orders	Subtract; Net orders is If / otherwise value: the difference when there are credits, else Invoiced
Wording	Six text values, such as open opportunity wording	If / otherwise value: one opportunity reads open opportunity, more read open opportunities
Each order	Order type, Reference prefix	If / otherwise value: Credit and Credits when the order has a Reference, else Invoice and nothing
Each contact	Role	Use fallback when blank: the job title, else the department

Pipeline

A chart and a summary side by side, then a table. Guides: Add a chart and Show related records in a table.

Part	Setting
Heading	Heading 2 Pipeline, 15 pt, Heading text, with the chart row in a Keep on one page section. The chart row has Show when Has opportunities: the number of opportunities > 0
Layout	Two columns, widths 58% and 42%
Chart	Chart type Bar, Records Opportunities, Group by (categories) Stage, Value Sum of Amount, Title Opportunity value by stage (GBP), Legend None, Colours Choose colours with Colour 1 Brand: Primary, Width (pt) 285, Height (pt) 170
Summary	SUMMARY in Muted text, then a sentence built from the totals: 5 opportunities worth 54,850.00 in total: 36,250.00 open and 18,600.00 won.
List	Opportunities, Sort by the close date, newest first, At most (records) 50
Columns	Opportunity 40%, Stage 24%, Close date 17%, Amount 19%. Date format 4 Mar 2026. Show instead a dash for an empty amount
No records	Message No opportunities are recorded for this account.
Style	Borders Rows, Border width (pt) 0.5, Header fill Callout fill, Header text Muted text, Cell padding (pt) 7, Vertical alignment Middle, Text size (pt) 9.5
Layout	Repeat the heading row on each page, Keep the whole table on one page
Total	A Field grid with one row, Total, in the right 45% of a two-column row

Orders

Left out when the account has no orders.

Part	Setting
Section	Heading 2 Orders. Show when Has orders: the number of orders > 0. Keep on one page around the heading, sentence and chart
Sentence	2 orders: 840.00 invoiced, 186.00 credited, 654.00 net.
Chart	Chart type Bar, Records Orders, Group by (categories) Order, Value Sum of Amount, Most categories shown 12, Title Order value by document (GBP), Legend None, Colour 1 Brand: Primary
Summary	Net orders are invoiced value less credits: 840.00 − 186.00 = 654.00.
List	Orders, Sort by the date, newest first, At most (records) 50. Columns Order 26%, Date 15%, Type 13%, Reference 28%, Amount 18%. Same Style and Layout as the Pipeline table
Type and Reference	The Order type calculation, and the Reference with its prefix. Show instead a dash for no reference
No orders	Message No orders.
Totals	A Field grid with Invoiced, Less credits and Net orders

Cases

Part	Setting
Section	Heading 2 Cases. Show when Has cases: the number of cases > 0
Sentence	The number of cases, then how many are open and how many are closed
List	Cases, Sort by the creation date, newest first, At most (records) 50. Same Style and Layout as the Pipeline table
Columns	Case 13%, Subject 43%, Status 16%, Priority 12%, Opened 16%. Date format 4 Mar 2026 on Opened
Status	A style rule: Add a style rule, Rule 1 Case is open, Bold on

Key contacts

Part	Setting
Heading	Heading 2 Key contacts
List	Contacts, Sort by last name then first name, At most (records) 10. Same Style and Layout as the Pipeline table
Columns	Name 24%, Role 20%, Email 38%, Phone 18%
No contacts	Message No contacts are recorded for this account.
Footer note	Figures come from Salesforce on the date prepared. Amounts are shown as recorded, excluding tax.; 9 pt, Muted text

Make it yours

1. Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your own approved kit.
2. Retype the subtitle and the footer note for your audience.
3. Add a cover picture: type @ at the top of the page, open the Media tab and choose Image from the library. Guide: Add pictures and photos.
4. Add or remove a section: select the Cases heading and its content, then use Show when… to change when it prints.
5. Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the account Larksedge Hospitality Ltd. The panels read 36,250.00 and 3 open opportunities, 18,600.00 and 2 opportunities won, and 1 open case. The Pipeline table lists five opportunities with a total of 54,850.00. Choose an account with no cases: the Cases section is gone and the panel reads No open cases.

If it doesn’t work

What you see	Why	What to do
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after @.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
DATA_COLLECTION_TRUNCATED	The record has more related rows than the list allows.	Raise At most (records) on that list.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.

More in Troubleshooting.

Next

• The Executive account summary starter
• The Brindlewick Trade Supply executive account summary example
• Add a chart
• Make documents for many records