Blank Template // Framework

Cross-Functional
MBR Template

Monthly Business Review Section Structure
Use this template to build a cross-functional monthly business review. Each section below represents one business function. Fill in the section owner, metrics, supporting dashboards, definitions, performance summary and upcoming initiatives. Print or save as PDF when complete.
MBR Sections

Function Registry

# Section / Function Owner Key Platforms Status
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Section Template

Repeatable Structure
Per Function

Section ___
Owner
 
Description
 
Metrics Table
Metric Month 1 Month 2 Month 3 Month 4 MoM YoY YTD
        
        
        
        
        
        
        
        
Supporting Dashboards
 
Definitions
 
Performance Summary
 
Upcoming Initiatives
 
Framework by Angie Bailey // angieqbailey.com