Monthly Performance Report Template

How to Review the Progress of your Company in an Integrated Manner

This template is designed to provide manager and supervisory staff with a clear and accurate picture of the performance in a company. It allows to understand the current performance levels, setting realistic performance objectives, and pinpointing areas of weakness to establish priorities for improvement. This template is especially useful during management review meetings, and can be presented on a monthly, quarterly, or annual basis.

Every area of a company has specific performance indicators that should be monitored to enhance the overall performance. This template is designed to monitor key business performance indicator across various business functions, such as operations, sales, finance, quality, and more. Choosing the right performance indicators, however, relies upon a good understanding of what is important to the company.

This template has some special characteristics that distinguish it from other common performance templates such as:

• An overall performance dashboard for the company as a whole.
• A dashboard for performance monitoring per business function.
• A trend chart per metric/KPI.
• Two types of comparison analyses; against established standards and across time.
• The attention to provide a benchmark, a target, or an industry standard per metric.

This template runs in Microsoft Excel, and you can use and modify to suit your specific needs. For example, you may want to change the business functions according to your organizational structure. Additionally, you may change the weighted scores to be manually filled rather than automatic. Please help us to make this template better by providing us with your comments and suggestions.