Monthly Business Review Template

Create a monthly business review presentation.

Month covered: {{month}}
Quota: {{quota}}
Attainment: {{attainment}}
Pipeline: {{pipeline}}

Build an MBR presentation:

1. Executive Summary Slide
   - Month in one sentence
   - Key metrics snapshot
   - Red/Yellow/Green status

2. Performance Analysis
   - Attainment vs target
   - Win/loss breakdown
   - Key wins and lessons

3. Pipeline Health
   - Current pipeline status
   - Coverage ratio
   - Stage distribution
   - Velocity metrics

4. Activity Metrics
   - Meetings, calls, emails
   - Conversion rates
   - Efficiency indicators

5. Next Month Outlook
   - Expected closes
   - Risks and dependencies
   - Focus areas

6. Asks and Blockers
   - Support needed
   - Decisions required
   - Resources requested