Financial Performance Tracking

Want help tracking monthly business performance? Follow this easy guide.

Any successful business owner will advocate the importance of reviewing your organization’s financial performance on a monthly basis. Think of this exercise as an early warning system for any problem areas and a tool to identify successes which should be celebrated. Download the monthly financial review template and use it to enter your projections for the month, as well as the actual metrics achieved. In doing this, the template will automatically calculate the variance. Also included in this template are a series of questions that are helpful to walk through with your mentor.