Progress Snapshot
{{ client_name }}
{{ product_name }}
Prepared by: {{ consultant_name or "ACE Intelligence" }}
Date: {{ generated_at }}
Report type: Retainer Snapshot
01 Period Summary
{% for para in executive_summary.split('\n\n') %} {% if para.strip() %}

{{ para.strip() }}

{% endif %} {% endfor %}
{% if headline_findings %}

This Period

{% endif %}
{% if score_deltas %}
02 Score Changes
{% for d in score_deltas %} {% set improved = d.delta > 0 %} {% endfor %}
Discipline Before Now Change
{{ d.discipline.replace('_', ' ') }} {{ (d.prev_score * 100)|int }}% {{ (d.curr_score * 100)|int }}% {{ '+' if improved }}{{ (d.delta * 100)|int }}%
{% endif %}
03 What's Next
{% for i in initiatives %}
{{ i.status }}
{{ i.title }}
{% if i.description %}
{{ i.description }}
{% endif %}
{% endfor %} {% if not initiatives %}

No active initiatives on record.

{% endif %}