Monthly Business Review
Reflect on the past month and look to the next using Tome’s Monthly Business Review (MBR) template.
About this template
This template will help engage your team in the monthly performance of the business. Lay out the goals and highlight the metrics that illustrate how they were successfully achieved. Further display the metrics using Tome’s Charts feature and customize the chart type, labels, colors, and more. Provide a retrospective that clearly offers guidance on what to prioritize moving forward, and what to stop doing. Celebrate your employee of the month with an engaging slide that includes the ability to embed a gify. Include a direct link to an employee feedback survey to make your team feel seen and supported. Include an overview of the major milestones. All images, colors, and fonts are editable.
Template outline
- Goals
- Monthly metrics
- Contributing factors
- Retrospective
- Employee of the month
- Survey
- Q&A
- Next month
Tell a powerful story
- Editable with AI
- Beautiful typography
- AI layout generation
- Narrative Guidance
- Automatic mobile layout
- AI reference sourcing
- Share or link anywhere
- Downloadable as a PDF
- Real-time collaboration