Business Review Meeting

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.

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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]

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