Monthly Business Review Template
A free monthly review template that fills itself in from a Google Sheet. Progress, key numbers, problems and next steps, rebuilt on the 1st of every month.
Free to use.
What this report looks like
A monthly review is a short look back at the month: progress against the plan, key numbers, what went wrong and what to focus on next. It is the same idea as a quarterly review, just more frequent.
SlideMaker turns this into a template that fills itself in from your tracking sheet on the day you choose, so the deck is ready for the monthly meeting without rebuilding it by hand.
Three ways this gets used
Examples from classes, research groups, clubs and personal projects.
Research group monthly meeting
Someone spends a day every month collecting updates from each member and building the slides.
Each member updates their row in one sheet. The monthly review deck builds itself on the 1st.
Club or society
The club committee reviews the month at its meeting but nobody has time to prepare slides.
A scheduled monthly review from the club sheet gives the committee something concrete to discuss.
Personal monthly review
You mean to review each month but it never happens because pulling it together takes too long.
A monthly review deck from your tracking sheet makes the habit easy to keep.
Set this up in three steps
Two minutes the first time. Zero minutes every time after.
Connect a data source
Point to a Google Sheet tab, upload a CSV, or paste a public web page URL.
Choose a cadence
Daily, weekly, or monthly. Set the time and timezone.
Pick a theme + go
The report rebuilds itself on every run with the latest data. Pause or edit any time.
Common questions
How is a monthly review different from a quarterly review?
Same structure, different rhythm. A monthly review focuses on near-term progress; a quarterly review looks at the bigger picture and longer trends.
What numbers go into a monthly review?
Whatever you track: progress against plan, counts of things done, time spent, budget, and the open problems or questions.
Who uses a monthly review?
Research groups, clubs, classes and anyone running a project who wants a regular, structured check-in.
Other automated report templates
Same feature, different reports.
Set up your monthly business review in two minutes
Free to use.
Try it