Monthly business reports are one of the best ways to keep your internal stakeholders in the loop and make sure they are up to date with the latest company activities.
These reports include recent accomplishments, productivity levels, current tasks, and overall significant happenings that have occurred within the past month. They are used as a foundation for future decision-making and healthy business growth.
In most cases, you will present a monthly business report to the most important company members, which is why you should formulate them meticulously and carefully.
当然，您将全力以赴其他任务，并且creating a detailed reporteach month can become tiresome if you don’t use the right methods.
Monthly business reports are documents that summarize all of the most important activities, operational information, and data collected during a particular month.
When each important member is up to date with everything that’s going on in the company, you can work together to create future plans, decisions, goals, and solutions to specific problems.
You should try to keep monthly business reports brief but extensive.
Why Are Monthly Management Reports Important for Businesses?
经营公司是团队的努力。排名最高的成员通常有很多不同的任务来完成和忽略业务的特定部分。
However, completing any type of task requires insight into how things are operating at the other ends of the company. Monthly reports provide this insight.
Here are some of the most important things monthly business reports can help with:
Evaluating the financial performance of the business as a whole and making decisions based on the operational data.
Having a clear picture of budget spending. You can compare the estimated budget with what’s actually being spent.
Measuring the overall actual performance and checking if it is in line with the goals you set for the future.
Formulating new strategies and making decisions with the aim to enable healthy business growth.
Recognizing and coming up with both short and long-term plans on how to handle the company’s resources.
Minimizing any risks that can cause harm to the company by reviewing the budget on a monthly basis and preparing for future market fluctuations.
通过跟踪公司的进步并保持竞争地位来保持竞争者的贡献。
Analyzing historical trends to come up with accurate performance forecasts.
What Should Be Included in a Monthly Business Report?
Monthly business reports have to be well-formatted, organized, concise, and understandable. All of the most important data within a month will be included so there mustn’t be any space for misinterpretation.
创建每月报告并不是最简单的任务，但是您可以遵循一些通用准则，以确保您的报告通过鲜艳的颜色通过。
These are the most important things your monthly business report should incorporate.
The first page of your report is also the first impression. No matter how good your report may be overall, your cover page shouldn’t come off as sloppy.
The cover page highlights the logo, name, address, and other key pieces of information. By creating a branded cover page, you will show the stakeholders that you are a true professional who takes these reports seriously.
Mission, Vision, and Values
Defining your organization, in the long run, is necessary for appropriate planning. It will also help you come up with an adequate strategy to achieve the goals you have set for the future.
To make sure the strategy succeeds, your employees need to know the mission you have in mind.
Include mission, vision, and value statements at the beginning of your monthly report to better present your overall strategy.
目录
Even though your monthly report should be as brief as possible, in bigger companies it could end up having dozens of pages.
Also, the stakeholders may be interested in reading one part of the report more than another, and including a table of contents will make navigation easier.
Including scorecards in your report will increase the readability of the various financial statements and performance overviews.
Generally, the best way to organize scorecards is through different perspectives:
Financial perspective
Customer perspective
Internal perspective
学习和成长观点
Explain the value of each of these so your team can easily grasp the bigger picture.
Detailed Pages
To make sure everyone is clear on the objectives, you should include detailed pages that contain the most significant information.
Monthly management meetings tend to involve discussions about objectives and future plans. While having a brief analysis of the projects and metrics can help clarify certain things, there are some topics that you want to discuss more thoroughly.
Detailed pages can help you engage in these thorough discussions.
Creating a monthly business report can’t go without including the most important KPIs. The best way to present KPIs is through charts. Make sure they are easy to read, consistent, and well-visualized.
High-Level Project Overviews
While discussions are an important part of monthlymanagement meetings, you don’t want to be discussing every little detail of the ongoing projects.
Include an overall brief for each project with the most important information and leave the prolonged discussions for project review meetings.
报告的在线版本
Last-minute changes to monthly reports happen all the time. Having an online version of the report helps you keep the information up to date more efficiently and it makes it easily accessible to stakeholders that might not be able to join the meeting.
Also, if you need to make any small adjustments to the reports during the meetings, you can implement them right away in the online version of the report.
如何编写每月业务报告？
Now that you know what your monthly report should include, we can move on to the writing process.
Since you will be writing these reports each month it’s important to have certain guidelines that you can follow every time.
Follow these five steps to create a great monthly business report in no time:
The most important data and information of the month are the key contents of any good monthly report. You can’t start writing without gathering them first.
Ask the employees from different departments to provide you with the paperwork so you can obtain the data you need to include. Also, make sure to include your own observations about the situation in the company.
2.研究和分析收集的数据和信息
在收集了从各个部门收集所需的所有信息之后，您应该开始分析它们。
Find out what led to certain outcomes and what caused problems. Create official statements that explain the causes and consequences of specific actions.
3. Make Use of Graphs and Charts
可视化最重要的指标和KPIs through graphs and charts can make the report much more comprehensible.
They can also make it easier for the readers to connect the different variables and understand better what you are presenting.
4. Come Up with Solutions to Problems
Every business in the world occasionally runs into some kind of problem. What separates great companies is their ability to deal with them as soon as they arise.
If there was some kind of problem during the month, make sure you come up with a couple of solutions. This way, your superiors will know that there isn’t any reason to panic and that you have everything under control.
5.Review Everything from Start to Finish
Before you provide the stakeholders with the finished monthly report, go over it once more. It’s always a good idea to proofread it and check if all the information you provided accurately represents the overall performance and future strategies. You will also see if there is anything that you forgot to add or overlooked.
PRO TIP: How Well Are Your Marketing KPIs Performing?
Like most marketers and marketing managers, you want to know how your efforts are translating into results each month. How is your website performing? How well are you converting traffic into leads and customers? Which marketing channels are performing best? How does organic search compare to paid campaigns and to previous months? You might have to scramble to put all of this together in a single report, but now you can have it all at your fingertips in a single Databox dashboard.
Our Monthly Marketing Performance Dashboard includes data from Google Analytics and HubSpot Marketing with key performance metrics like:
Website sessions, new users, and new leads.从你的网站基本接触数据。有多少traffic? How many new visitors? How many lead conversions?
Lead generation vs goal.您是否达到了本月，季度或一年的铅转化目标？如果没有，您错过了多少？
Visits and contacts by source.How did your sources compare by both sessions and new contacts in a certain period of time?
现在，您可以从我们的Google Analytics（分析）和HubSpot营销专家的经验中受益，他们将plug-and-play Databox templatethat contains all the essential metrics for monitoring and analyzing your website traffic and its sources, lead generation, and more. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!
您只需单击几下即可轻松设置它 - 无需编码。
To set up the dashboard, follow these 3 simple steps:
步骤1：Get the template
Step 2:Connect your HubSpot and Google Analytics accounts with Databox.
No matter how big or small your business is, you will probably be receiving a large amount of data each week. The best way to prevent it from piling up is by freeing up time at the end of the week to categorize it.
Time goes fast, but it goes even faster in growing businesses. You may think that categorizing data on a weekly basis will end up taking up more of your time, but that isn’t the case.
By filtering the most useful and accurate data each week, you will already have a better idea of what to include in the monthly report when you start writing it. You can use different reports to place the data you have filtered over the previous weeks and combine it all in one place in your monthly report.
2. Make up-to-date data available to key decision makers and stakeholders at all times and in all places
To establish healthy business growth, the key decision-makers have to provide their input and be caught up on the latest activities.
正如我们所说，在成长中的业务中，数据可以很快堆积，您将不得不在此过程中做出某些决定。
For better decision-making, it’s wise to make the latest data available to all the stakeholders and department leaders in one place. Online reports are a great choice since they can be updated as soon as something changes.
With online reports, all the key decision-makers in the company will be able to have an insight into the most recent and important information regarding the company’s performance, and they can access them from anywhere. You won’t have to arrange in-person meetings for every single detail.
When creating your monthly business report, you should keep in mind that not every member is trained to understand accounting terminology. This doesn’t mean their ideas are any less useful.
By simplifying the complex financial information and making it understandable to all the potential problem solvers, you will have a much easier time creating future strategies.
提高财务报表的可读性的一种好方法是通过图形和图表。可视化最重要的指标和financial KPIscan be a lot more powerful than conveying the message through words alone.
4. Implement a strong, well-organized reporting process
Writing a good monthly report involves a lot of steps that you have to follow precisely and in order.
Aside from having digital or paper checklists, you also have to clarify who needs to do what and give departments deadlines on when to provide information that you will have to include in the report.
Without specifying these things, you risk falling behind on the reporting process and having the report turn out inaccurate.
Creating a checklist and telling department leaders when to provide data will have a major impact on the organizational aspect of your monthly reports.
Once you have a precise reporting process in play that you can use each month, the reporting process will be much more efficient and will take up less of your time.
This dashboard lets you track all the crucial metrics and create accurate reports based on your social media data.
Furthermore, you will gain insights into all the crucial activities going on across your social media networks. You will get the answers to these questions:
我的Facebook页面上有多少个喜欢？
如何在不同渠道上跟踪追随者的增长？
哪种社交媒体吸引了我网站的流量最多？
Social Media (Awareness & Engagement) Dashboard Example
Monthly Financial Business Report
TheMonthly Financial Business Reportcan help you monitor the overall financial health of your company. Also, you can use it to quickly identify problems that could impact your company’s cash flow and turnover.
This dashboard is also extremely useful if you use QuickBooks and HubSpot since you can connect your accounts to the report in just a few minutes.
本报告中包含的关键指标是付费发票金额，毛利率，支出和收入。
QuickBooks and HubSpot CRM Financial Performance Dashboard Example
Improve and Automate Monthly Business Reporting with Databox
Monthly business reports are the foundation of better decision-making and company scaling. They should always be accurate and understandable since they keep the stakeholders updated on the most significant activities that occurred within a month.
Databox can help you take your monthly business reports to the next level.
