General overview
The temple is a Business Review Meeting to be held monthly or quarterly.
A business review meeting is a specific type of recurring meeting that is held to discuss individual or team scorecards and progress toward objectives. During the business review meeting, teams apply problem-solving tools to issues that are impacting their performance
The template includes: the Agenda for the meeting, meeting minutes, and financial presentation to discuss the
Overall Financial performance, the customers and cash collection issues, sales and sales team challenges,
Expenses and capital expenditure
For the powerpoint presentation, the user can copy from excel and past to into ppt slide
What is the purpose of a business review?
The purpose of the business review is to monitor business performance, create solutions to make more money, and provide guidance for leadership via communication with, and for, your team
Key inputs in the green tabs
Fill the green cells in all sheets
Update the general information in the “Agenda” sheet from row 9 to 13 under column B to F
Updates the meeting minutes at the end of the meeting in the “Agenda” sheet under column G
Update the narrative in the “Narrative” sheet to be discussed during the presentation
Contents
Agenda
Meeting minutes
The financial part of the meeting to be discussed includes:
Narrative
Sales by product
Sales by category
P&L comparison
OPEX comparison
Aging receivables
Aging inventory
CAPEX comparison
Gross/Net receivables
Gross/Net inventory
Dashboard
Conclusion and customization
Highly versatile, very sophisticated financial template and user-friendly.
This file is a fully customizable model. Simply select the first hidden row or column on the worksheet, right-click and click unhide.
If you have any inquiry, modification or to customize the model for your business please reach me through: [email protected]
Similar Products
Other customers were also interested in...
Corporate Finance Toolkit – 24 Financial Mod...
They are essential models to increase your productivity, plan your future with budgeting and forecas... Read more
Financial Modeling Analysis
The main purpose of the model is to allows user to easily compare the financial performance result f... Read more
Comprehensive Business Valuation Model with Free P...
The report is detailed and easy template which allow the user to determine and monitor the value of ... Read more
Private Equity Fund Model (Investor Cashflows)
Private Equity Financial Model to analyze fund cashflows and returns available to Limited Partners (... Read more
All My Financial Models, Spreadsheets, Templates, ...
Lifetime access to all future templates as well! Here is a set of spreadsheets that have some of the... Read more
Due Diligence P&L – Exhaustive Revenue a...
Model for in depth understanding of high level profit and loss and revenue analysis. Big-4 like chec... Read more
Advanced Financial Model with DCF & Valuation
General Overview Advanced Financial Model suitable for any type of business/industry and fully cu... Read more
Small Business Playbook (Financial / Tracking Temp...
About the Template Bundle: https://youtu.be/FPj9x-Ahajs These templates were built with the ... Read more
Top 16 Google Sheet Templates
This is a bundle of all the most useful and efficient google sheet templates I have built over the y... Read more
Startup Company Financial Model – 5 Year Fin...
Highly-sophisticated and user-friendly financial model for Startup Companies providing a 5-Year adva... Read more
You must log in to submit a review.