Monthly KPI report

When you compare key metrics with the goal and the previous month every month, and report what went well and next month's actions

What's inside · Table 2 · Polls & decisions 1 · Checklist 3

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Change the key metrics table to your own metrics and fill in this month's numbers.

Key metrics

Metric	GoalNumber	This monthNumber	Last monthNumber	ChangeLabels	CheckCheckbox
New users	Empty	Empty	Empty	Empty	Unchecked
Revenue	Empty	Empty	Empty	Empty	Unchecked
Satisfaction	Empty	Empty	Empty	Empty	Unchecked
Handling time	Empty	Empty	Empty	Empty	Unchecked

Row 1

Row 2

Row 3

Row 4

What worked and what didn't

One thing that worked, and why

One thing that didn't, and why

What to change next month

Next month's actions

Action	Metric	Assignee	Due date	Status	Notes
Apply what worked elsewhere too	Not set	Not set	Not set	Not set	Not set
Do a midpoint check before the next report	Not set	Not set	Not set	Not set	Not set
Fix one cause behind the weakest metric	Not set	Not set	Not set	Not set	Not set

Apply what worked elsewhere too

Do a midpoint check before the next report

Fix one cause behind the weakest metric

Decisions needed

Write down what the people you report to need to decide.

Decision draft

☐

Entered this month's number for every metric.

☐

Marked the changes.

☐

Assigned owners to next month's actions.

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