Monthly Business Review

Reflect on the past month and look to the next using Tome’s Monthly Business Review (MBR) template.

Monthly Business Review - Title
Monthly Business Review - Goals
Monthly Business Review - Metrics
Monthly Business Review - Contributing Factors

About this template

This template will help engage your team in the monthly performance of the business. Lay out the goals and highlight the metrics that illustrate how they were successfully achieved. Further display the metrics using Tome’s Charts feature and customize the chart type, labels, colors, and more. Provide a retrospective that clearly offers guidance on what to prioritize moving forward, and what to stop doing. Celebrate your employee of the month with an engaging slide that includes the ability to embed a gify. Include a direct link to an employee feedback survey to make your team feel seen and supported. Include an overview of the major milestones. All images, colors, and fonts are editable.

Template outline

  • CheckmarkGoals
  • CheckmarkMonthly metrics
  • CheckmarkContributing factors
  • CheckmarkRetrospective
  • CheckmarkEmployee of the month
  • CheckmarkSurvey
  • CheckmarkQ&A
  • CheckmarkNext month

Tell a powerful story

  • Double Sparkle (tome icon)Editable with AI
  • Text (tome icon)Beautiful typography
  • Double Sparkle (tome icon)AI layout generation
  • Page Portrait (tome icon)Narrative Guidance
  • Multiple Pages (tome icon)Automatic mobile layout
  • Reference (tome icon)AI reference sourcing
  • Share (tome icon)Share or link anywhere
  • Download (tome icon)Downloadable as a PDF
  • Add Person (tome icon)Real-time collaboration