FREE WORKSHEET / BUSINESS PERFORMANCE

Review the month.
Decide what changes.

Use one consistent monthly review to connect your figures with practical decisions. Bring the evidence, identify the biggest uncertainty and leave with a short action list.

Start your monthly review All free resources

A practical 45-minute review

Time	Discussion	Output
5 minutes	Last month’s actions and actual outcomes	Close, revise or carry forward each action.
15 minutes	Sales, margins, costs and cash	Record the main changes and the evidence behind them.
10 minutes	Customers, delivery and team capacity	Identify a specific constraint or recurring problem.
10 minutes	Options and trade-offs	Choose up to three actions; identify what might fail.
5 minutes	Owners, dates and measures	Agree what result to check at the next review.

These timings are a suggested agenda, not a rule. Keep the review small enough to repeat.

Your monthly review worksheet

Use the same reporting period and definitions each month. Figures entered here stay in this tab and are not uploaded. Download your review before closing the page.

Which period and evidence are you reviewing?

Record start/end dates, currency, cash or accrual basis, report sources and any missing information.

What happened to last month’s actions?

For each action: owner, due date, expected result, actual result and whether it continues.

What changed in sales, profit and costs?

Compare actual results with a relevant prior period or budget. Show both absolute and percentage changes; distinguish seasonality from a trend.

What needs attention in cash collection or payments?

Record cash balance date, overdue customer invoices, upcoming commitments and evidence gaps. Avoid including individual customer details.

What did customers do or say?

Separate sales won/lost, repeat purchases and direct feedback. Record sample size rather than generalising from one comment.

Where did operations or capacity become a constraint?

Record lead times, rework, missed commitments or capacity measures, together with source and period.

What are your three priority actions?

For each: problem, proposed action, owner, cost/time limit, due date, success measure and main risk.

When will you review the outcome?

Set a date, the evidence needed and what would cause you to stop, change or continue.

Example: sales rise but profit falls

In a fictional business, sales rise from £40,000 to £46,000, while direct costs rise from £24,000 to £30,000. Gross profit stays at £16,000; gross margin falls from 40% to approximately 34.8%. Higher sales have not increased gross profit.

The next step is to check product mix, supplier costs, discounting and classification. The figures do not tell you which explanation is correct. An action could be to review the ten largest orders and report their margins by the next meeting, with a named owner.

Use the profit margin calculator for the arithmetic and the competitor worksheet when considering a change to your offer.

Keep the review comparable

Record changes in definitions, data sources and reporting periods. Separate one-off items from recurring costs. A provisional number can still help a decision if its uncertainty is visible; an invented number cannot.

Keep an unchanged copy of each completed review so you can compare your original expectation with the outcome. Treleto’s Business Desk brings evidence and actions into a workspace; the demo uses fictional data so you can explore it first.

Prepared by Treleto · Reviewed 11 November 2026

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Review the month.Decide what changes.