Monthly Business Review Template
A free MBR template that fills itself from a Google Sheet. KPI progress, financials, function updates, risks — one branded deck for the monthly leadership review, auto-rebuilt every month.
Free. No credit card. No trial.
What this report looks like
A monthly business review (MBR) is the same idea as a QBR, just monthly — leadership reviews KPI progress, financials, and function-level updates against the plan, identifies risks, and aligns on the coming month.
SlideMaker turns this into a template that fills itself from the master metrics sheet on the 1st of each month. The deck is ready for the MBR meeting without any manual rebuilding.
Three ways this gets used
Concrete examples to picture before signing up.
Internal monthly MBR
COO or chief of staff spends a day every month assembling MBR slides from each function lead.
A monthly business review template regenerates from a single master sheet on the 1st. Function leads update their rows. The deck is ready.
Investor monthly MBR-style update
Monthly investor update is structured like an MBR but is always late because building the slides is manual.
A scheduled MBR template regenerates monthly. CEO reviews, adds narrative, sends. Goes out the 2nd of every month.
Cross-function MBR
Multiple function MBRs (sales MBR, product MBR, marketing MBR) all built separately by each function lead.
One MBR template per function, all pulling from one shared master sheet with rows per function. Each function gets its own deck, all auto-built monthly.
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 or paste any public URL.
Choose a cadence
Daily, weekly, monthly, or quarterly. 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 an MBR different from a QBR?
Same structure, different cadence. MBRs run monthly and focus on near-term operational metrics (this month's revenue, this month's pipeline, this month's product launches). QBRs run quarterly and focus on strategic direction and longer-trend metrics.
What KPIs go into an MBR?
Typically: revenue (MRR/ARR), customers (new, churned, active), product (active users, key feature adoption), financial (cash, burn, runway), and function-specific KPIs (pipeline for sales, leads for marketing, etc.).
Who attends the MBR?
Usually the leadership team plus function leads. The MBR deck is the artifact that drives the meeting — review numbers vs plan, surface risks, align on next month.
Other automated report templates
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