Best for
Owners and small leadership teams.
Use this when
The first week of each month, covering the month just finished.
Preview
Part 1 — the numbers (15 minutes)
MONTHLY REVIEW — [Month Year] — [Business Name] MONEY Revenue: [Amount] (target [Amount], last month [Amount]) Costs: [Amount] Profit: [Amount] — margin [X]% Cash in bank: [Amount] Money owed to us: [Amount] — over 30 days: [Amount] Money we owe: [Amount] Months of runway at current burn: [Number] CUSTOMERS New customers: [Number] Customers lost: [Number] Total active customers: [Number] Average value per customer: [Amount] Repeat or renewal rate: [X]% SALES Leads: [Number] | Proposals sent: [Number] | Deals won: [Number] Conversion rate: [X]% Pipeline value for next month: [Amount] DELIVERY Projects completed: [Number] Projects late: [Number] — reasons: [list] Capacity used: [X]% Quality issues or complaints: [Number]
The rest of this resource is for members
Members get the complete Monthly Business Review Template, one-click copy, saved favorites, and every other resource in the library for $149 per month.
One-click copy unlocks with membership
Financial figures in this template are for internal management only. For tax, statutory reporting, or lending decisions, work from properly prepared accounts and consult a qualified accountant.
Related resources
- Business OperationsFree
New Client Onboarding Checklist
The first two weeks, mapped out — so every new customer gets the same confident start.
Client LifecycleoperationsonboardingRead it now - Business OperationsMembers
Client Intake Questionnaire
The questions to ask up front so you're not chasing basics halfway through the work.
Client LifecycleoperationsintakePreview - Business OperationsFree
Weekly Business Planning Template
A 20-minute Monday routine that decides the week instead of letting the week decide you.
PlanningoperationsplanningRead it now