5+ helpful monthly business report template ideas & examples

Regulatory bodies often require companies to submit performance reports as part of compliance with legal and financial standards. These reports demonstrate adherence to accounting principles, tax regulations, and industry-specific rules. Maintaining accurate reporting helps avoid penalties and legal complications while enhancing the company’s reputation.

Align Reporting with Performance Management and Incentives

There are so many intricate insights and analytics at our fingertips, but business performance report being a good Social Media Manager is knowing which to include. Then highlighting the most important insights using charts or design elements, making sure they impact the viewer.” Chelse Hensley, Social Media Manager. Across seven initial pages, this report sets you up for a great start to your industry report. Duplicating pages is easy; all you have to do is input your text and data.

This sales and marketing plan template is designed for companies that want to visualize and implement strategic aims around sales goals and marketing activities. Using this template, stakeholders can quickly review each stage of the plan, determine its feasibility, and work with others to bring it closer to market. This template is organized around columns for sales-related activities and rows for marketing efforts. As a result, each cell in this template intersects between the two and can help you in determining a sound marketing strategy. Performance reports also help employees have a better understanding of the needs of their customers.

Using intense colors and large-scale photography, you’ll be able to visualize data in pre-designed sections. Is your customer service team looking for a better way to share results? This design is just what you need to visualize your marketing achievements with impact. This business report sample has soft color backgrounds, minimalist layouts and just enough elements to visualize your information stylishly.

Essential Business Report Examples with Templates

Selecting the right KPIs depends on the industry, business model, and particular objectives of the company. When carefully chosen and regularly monitored, KPIs provide actionable information that drives continuous improvement. A business performance report is a valuable business tool that provides an overview of how the business is performing. It combines information and analysis for forecasting revenues, expenses and profit for the upcoming year. There are many ways to measure financial performance, but all measures should be taken in aggregate.

Next steps to performance reporting

Import your data from Google Sheets, Excel, Google Analytics or SurveyMonkey. Then personalize the colors and the layout to match your brand and your report. Save the first edition of this report as a template in your Brand Kit and reuse it every month to showcase customer service achievements. Embed bigger data visualizations from Tableau or Power BI with our third-party media integration.

• Choosing the right metrics is critical for creating a useful business performance report.
• Poor data quality can lead to misguided conclusions and harmful decisions, undermining the value of performance reports.
• All in all, in shows information that compares who in the list is showing best performance in the industry.
• For a more in-depth look at this process read our growth strategy guide.

It tracks financial reports and key performance indicators, assists with project management, and offers other valuable insights to gauge the business’ overall performance. Databox enables you to create dynamic and dashboards that automatically update as new data comes in. You can build customized reports for specific departments (e.g., marketing, finance, or customer service) and use the insights from these dashboards to guide your business analysis. With Databox, reporting becomes a continuous, data-driven process instead of a one-time task. A performance analysis is usually incorporated in processes where there is a need to appraise an individual like an employee or a team member.

Category #2: Financial Report Templates

This blog offers the best examples and samples for delving deep into performance reports to track your company’s performance and productivity. Create a solid performance reporting framework to aid in developing strategies to sustain corporate growth. Use these Top 10 Performance Report Templates to gather, analyze, and present business data to compare initial projections to actual performance. These templates provide a consolidated view of solid performance across the organization. The 100% customizable nature of the templates allows you to edit your presentations.

• Scope creep is the enemy of any project’s success (and the bane of many consultant’s existence).
• This performance management is a variation of project management that many businesses will use these management techniques to run their company.
• Every report needs to answer the ‘So What’ question – why this data is essential and what it means to the business.
• All teams in your company need to show the progress of the work they do together.
• These pages are the perfect start for an ongoing reporting strategy from sales to marketing and customer success.

Template 9:  Yearly Business Performance Review Dashboard Template

The volume of all-electric vehicles climbed by 24% year on year, and the Hyundai Ioniq 5 retained the top variant in Hyundai’s Electric Vehicle (EV) lineup. There is no predetermined period at which a report must be produced, so establish a schedule that works for you and your company’s activities. Set new objectives for the upcoming performance report and re-evaluate your current targets and goals as you go.

With its easy-to-use templates, you can create visual reports that highlight critical metrics, making business analysis reports more effective. This ensures that your data is not only accessible but also actionable, supporting better decision-making. Databox business dashboard examples are simple and powerful tools for tracking your business KPIs and performance. These dashboards can be used by executive teams and managers as well as by senior management, marketing, sales, customer support, IT, accounting, and other departments. If you are new to this kind of reporting, you may not know how to set up a dashboard or what metrics should be displayed on it.

Even if you don’t plan on using the mission statement as part of your business analysis summary, it can help you understand the company’s culture and goals. Mission statements are typically short and easy to read, but they may not include every area of focus that you want to include in your report. Set up a consistent timeframe to update and share performance reports based on your business, a specific project, or a goal—like daily, weekly, monthly, quarterly, or annually. Once customized, you can save it for future use, streamlining your reporting process. With data automation, the reports will always update with the latest data, ensuring you’re working with real-time performance insights.

Transparent and accurate reports build confidence in the company’s leadership and assure its financial stability and strategic direction. If you’re a little short on time and need a quick overview of your business’s performance, summary reports are your best bet. These reports condense the crucial details from other reports at regular intervals (monthly, quarterly, or annually) and present them in a digestible format. For example, you can use dashboard software like Supermetrics or alternatives to pull your metrics from different sources and show them in one place. A business report template or consulting report template is the fastest way to produce something that’s both attractive and easy to understand. This guide will deliver the most essential business report templates you can edit with Venngage, plus design tips and best practices.

Highlights enable you to cut out snippets of your recordings and heatmaps and save them into special collections that you can easily share and analyze with your team and stakeholders. With all of your highlights and collections saved in one place, it’s easier to spot trends, analyze user behavior, and discover opportunities. Trend reports examine project performance over time to see if it is improving or degrading.

Reporting KPIs in the customer service department is essential for getting to know your client base. Following along with how many requests are coming in and who is taking care of what is a great way to improve customer service with time. Reports are created and presented weekly, quarterly, yearly or monthly.