Business Review Meeting
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I really enjoyed this book. It captures the essential challenge people face as they try make sense of their lives and grow to adulthood.

Business Review Meeting

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General overview

The temple is a Business Review Meeting to be held monthly or quarterly.

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 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 power point 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 "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




Meeting minutes


The financial part of the meeting to be discussed includes:


Sales by product

Sales by category

P&L comparison

OPEX comparison

Aging receivables

Aging inventory

CAPEX comparison

Gross/Net receivables

Gross/Net inventory



Conclusion and customization

Highly versatile, very sophisticated financial template and friendly user 

This file is fully customizable model, Select the first hidden row or column on the worksheet, right click and click unhide

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