Executive Summary Start with a quick overview of your business each month. Note your big wins and important updates.

Financial Metrics See where your money is going. Track your income, expenses, and profits.

Sales and Marketing Metrics Know what’s working. Monitor your sales and marketing efforts to see what’s bringing in customers. 

Operational Metrics Keep things running smoothly. Check how efficient your business processes are. 

Inventory Levels Manage your stock. Make sure you have enough products without overstocking. 

Supply Chain Metrics Avoid delays. Track how well your suppliers are performing.

Customer Satisfaction - Net Promoter Score Make your customers happy. Use their feedback to improve your services. 

Customer Retention Rate Keep them coming back. See how well you’re retaining your customers. 

Customer Support Metrics Provide great service. Track your response times and how well you solve customer problems. 

 Strategic Initiatives Stay on track. Document your big projects and align them with your goals.

Challenges and Solutions Learn from challenges. Note any problems you’ve faced and how you fixed them. 

 Next Steps and Upcoming Month’s Goals Plan ahead. Set clear, actionable goals for the next month.

& MORE!