Weekly/Monthly Reporting

Use this blueprint to create and track weekly and monthly reports.

8 steps 8 automations

Import this template free

Process steps

Weekly B2B Sales report

1 weeks from previous step

task

Reported by: {{employee-name-2125645}}

Form fields in this step

To be reviewed by (Manager name)

Report 'from' date

Report 'to' date

Number of outbound calls

Sales volume by Channel

Revenue closed by rep

Upsell and cross-sell rates

Avg. Customer lifetime value

Client meetings attended by rep

Lead-to-Opportunity ratio by rep for the week

Opportunity-to-win ratio by rep for the week

Lead conversion ratio

Review and sign-off weekly sales report

2 days from previous step

task

Report submitted by: {{employee-name-2125645}} Report Duration:From {{report-from-date-7643514}} To {{report-to-date-7643517}} Number of outbound calls: {{number-of-outbound-calls-7643521}} Sales volume by channel: {{sales-volume-by-channel-7643520}} Revenue closed by rep: {{revenue-closed-by-rep-7643519}} Lead-to-opportunity ratio: {{lead-to-opportunity-ratio-by-rep-7643511}} Opportunity-to-win ratio: {{opportunity-to-win-ratio-by-rep-7643518}} Lead conversion ratio: {{lead-conversion-ratio-7643515}}

Form fields in this step

Notes

Weekly Finance report

1 weeks from previous step

task

The weekly financial report creates a very simple “snapshot” of certain measurables within the business.

Form fields in this step

KPIs included in the report

Report 'From' Date

Report 'To' Date

Upload link to weekly expense report

Upload link to last week's report

Review and sign-off weekly finance report

2 days from previous step

task

Report Submitted by: {{employee-name-2125645}} Report DurationFrom {{report-from-date-7643490}} To {{report-to-date-7643489}} KPIs included in the report: {{kpis-included-in-the-report-7643491}} Link to weekly expense report: {{upload-link-to-weekly-expense-7643488}}

Form fields in this step

Notes

Monthly B2B Sales report

4 weeks from previous step

task

Reported by: {{employee-name-2125645}}

Form fields in this step

Report to be reviewed by

Monthly Revenue

Demo/sales booking by rep

Avg. new deal size

Did we have churns this month?

If yes, please mention client names and account details

New MRR

Upload link to data visuals report

Expansion MRR (upsell, new RR from existing customers)

Review and sign-off monthly sales report

4 days from previous step

task

Report submitted by: {{employee-name-2125645}} Monthly revenue: {{monthly-revenue-7643497}} LInk to data visuals report: {{upload-link-to-data-visuals-7643496}}

Form fields in this step

Notes

Monthly Finance Report

4 weeks from previous step

task

Form fields in this step

Report 'From' date

Report 'To' date

Upload link to Income Statement

Upload link to Cash Flow Statement

Upload link to Balance Sheet

Checklist of KPIs reported for the month

Any issues to be escalated

Review and sign-off monthly finance report

4 days from previous step

task

Report by: {{employee-name-2125645}} Report DurationFrom: {{report-from-date-7643481}} To: {{report-to-date-7643484}} Link to Income Statement: {{upload-link-to-income-statement-7643483}} Link to Cash Flow Statement: {{upload-link-to-cash-flow-7643485}} Link to Balance Sheet: {{upload-link-to-balance-sheet-7643480}} KPIs reported: {{checklist-of-kpis-reported-for-7643486}} Issues Escalated: {{any-issues-to-be-escalated-7643482}}

Form fields in this step

Notes