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Monthly Reports Templates & Examples To Monitor Business Performance

Monthly reports blog post by datapine

From startups to big enterprises, businesses are collecting more and more data every day and, it is no secret, that whoever is not taking advantage of it will simply stay behind. For decades now, companies have benefited from monthly reports to share the insights they extract from their data, their accomplishments, current tasks, and objectives, but mostly to keep every relevant stakeholder invested and informed, as this is a key requirement to succeed in today’s crowded and fast-paced world. 

While traditional reports often include a summary, body, and conclusion in a written format, this post will focus on interactive monthly reports examples created with a professional dashboard creator. Powered by intuitive data visualizations, these kinds of modern reports assist managers and team members in managing their information in the most efficient and effective way possible while enhancing collaboration and healthy business growth. 

To put the power of monthly reporting with interactive online dashboards into perspective, here we will cover the definition of a monthly report, tell you why are they important for business development, give you some tips and tricks to consider when creating them, and cover 15 powerful monthly report templates for different functions, industries, and platforms. 

Let’s get started! 

What Is A Monthly Report?

A monthly report is a data analysis tool that provides a summary of the performance of several business processes. Armed with powerful data visualizations, managers and team members use these reports to track progress and performance against their business objectives.

A monthly sales report template focused on high-level metrics such as revenue, profits, costs, incremental sales, accumulated revenue, up/cross-sell rates, etc.

There are several business scenarios in which monthly reports are useful. For example, managers use them as a tool to monitor the status of a project or the progress of employees. On the other hand, monthly performance reports can also serve as valuable tools for client reporting. By providing a clear visual representation of how strategies are performing, clients can quickly see the value of their investment.  

To continue putting the power of these analytical tools into perspective now we will discuss some of the main purposes for which businesses use them on a monthly basis.  

What Is The Purpose Of Monthly Reporting?

As mentioned above, businesses produce massive amounts of data hiding powerful insights waiting to be untapped. For this purpose, companies use monthly reports samples to extract the maximum potential out of their information, but mostly to track the status and progress of their strategies and goals. Traditional means of reporting are tedious and time-consuming, it take hours or even days for a report to be completed and they usually require a lot of work from the IT department. With modern self service BI tools, reports can be created with just a few clicks by anyone without the need for technical skills. Let’s look at some other benefits of using them.

  • Improved decision-making: By providing real-time data from several sources, reporting every month will significantly improve the decision-making process. Extracting business insights based on factual insights and not just simple intuition will lead companies to optimize several processes and ensure sustainable development. 
  • Evaluate status and progress: As mentioned, one of the most relevant reasons why these reports are so useful for businesses is to evaluate the status and progress of their strategies based on specific business goals. This enables them to fine-tune strategies and implement new ones to ensure healthy and efficient business growth. 
  • Benchmark performance: Thanks to historical data, generating reports monthly provides insights that enable businesses to generate targets to use as benchmarks. Through this, you can closely monitor your current values and compare them with the expected targets to find improvement opportunities and boost your performance. Additionally, you can also use them to compare your business status to competitors or market standards. 
  • Manage budgeting: Another of the great purposes of an interactive monthly report is that they are invaluable tools to justify the budget used in front of investors or other relevant stakeholders. And not just that, by getting a visual overview of all budgeting elements you can also ensure that every dollar is being spent correctly as well as monitor the remaining amounts for other actions. 
  • Mitigate risks: Modern monthly progress reports created with an online reporting tool provide a quick snapshot of a business’s most important indicators. By getting this level of insight every month, companies can significantly mitigate the risk of errors by spotting inefficiencies and solving them before they become bigger issues. 

Now that you know what is a monthly report and what its main purposes are, we will go through a list of 15 business monthly report templates for different industries, functions, and platforms. All these templates were carefully created with an intuitive BI dashboard software

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Top 9 Monthly Report Templates & Examples

1. Monthly Financial Report

Our first example is a financial report tracking relevant metrics for a Chief Financial Officer (CFO). CFO’s are in charge of the company's fiscal well-being, meaning they need to focus on monitoring key financial KPIs but also any other external factors that can affect business finances such as customer retention or employee satisfaction. This monthly report template consolidates all this fundamental fiscal data in one central place to ensure healthy financial growth. Let’s look into it more in detail.  

A financial monthly report template focusing on relevant metrics any Chief Financial Officer (CFO) should track

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This monthly progress report example focuses on 4 main areas for any CFO: costs, sales goals, gross profit, and net promoter scores. Starting at the top, the dashboard provides a quick overview of relevant metrics such as revenue, gross profit, EBIT, operating expenses, and net income. Each of these metrics is displayed in a gauge chart that compares the current value of each metric to a set target with colors green and red to quickly understand if the value is negative or positive. Getting these insights at a glance on a monthly basis is useful as it allows CFO’s or any other stakeholders to quickly visualize how the numbers have improved since the last period. If something dropped drastically from one month to the next you can dig deeper into the reasons. 

Next, the example provides a breakdown of the costs and revenue of different business departments for the month of march allowing you to closely monitor expenses and budgets. Paired with this, we see two charts displaying the NPS for employees and customers. It is important to revisit these scores every month as unhappy customers or employees can bring severe financial hardships. 

2. Customer Retention Monthly Report Template

Customers are the beating heart of any business and providing the best-targeted service for them can make or break a company. Our next example is a dashboard focusing on retention metrics. Acquiring new customers is way more expensive than keeping your old ones and this monthly report sample will help you do just that. 

This monthly customer report will help you fine tune your retention strategies by closely monitoring relevant KPIs

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Armed with powerful customer retention metrics, this monthly report template provides all the needed information to track the performance of your retention strategies as well as find improvement opportunities to skyrocket your business retention rates.

The dashboard focuses mainly on 4 metrics: the net promoter score (NPS), the loyal customer rate, the % of premium users, and the customer lifetime value (CLV). Each of them is compared to the values of the previous month so you can quickly understand if you improved or decreased since your last report. Next, the service dashboard provides a detailed breakdown of each metric for the last 12 months. As mentioned, including historical data in your reports will help you get a bigger understanding of your performance, find trends and patterns, and boost your strategies based on factual information. 

3. Monthly Sales Report 

This monthly sales report template is used to monitor, analyze, and determine trends and performance every month in order to run the sales department successfully. Its main focus is on high-level sales KPIs that are most interesting for c-level executives, managers, and sales VPs. 

A monthly sales report template focused on high-level metrics related to costs and revenue

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Going a bit more in-depth with this sample we first get a glance at critical numbers such as revenue, profit, and costs. Each of them is compared to a set target as well as the performance of the previous month. Through this, you can easily understand if the business is reaching its goals and strategies are being successful. 

Next, we have more detailed breakdowns of these metrics with current and past performance. This is invaluable information to include in your monthly status report template as it provides managers with a complete perspective on every sales process, allowing him/her the possibility to dig deeper into the data to find opportunities for sustainable business development. For example, by looking at the incremental sales monthly you can understand which channels are bringing the most revenue and exclude the ones that are not. If this would be tracked on a quarterly basis the business could not notice on time that some channels are not worth the investment. 

4. SaaS Monthly Management Report Sample

The next monthly status report template focuses on management, specifically in the executive-level operations of a tech-driven Software as a Service company. The most relevant areas in which any SaaS business should focus are customers, recurring revenue, and operational costs and this dashboard provides an overview of each of them.  

An executive monthly report example visualizing the number of paying customers, ARPU, CAC, CLTV, and MRR over the course of a month.

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Armed with historical data from the last year, this monthly management report provides in-depth insights into performance and costs, keeping executives informed about every relevant indicator that can help the business stay profitable. The left part of the dashboard displays a line chart for paying customers, lost, and churn rates. The goal here should be to keep your churn rate as low as possible with efficient strategies that need to closely be monitored and improved every month. A standard value for churn should be roughly 0,5% a month or 5-7% a year. 

Next, the SaaS dashboard provides a breakdown of the monthly recurring revenue (MRR). This is arguably one of the most relevant metrics to track for any SaaS business as they need to generate increased revenue to be able to grow. As you can see, these are all fundamental metrics to be tracked every month as they give you the ability to delve deeper into your ongoing operational costs to optimize your processes and understand your customers on a higher level.  

5. Project Monthly Report 

Our next example is an extremely valuable monthly report format for project controlling. This interactive dashboard provides managers and team members with every single detail about the development of a project keeping everyone informed about the different stages and the performance of each of them. 

Project monthly report displaying metrics for the performance of a project in a 30 days period

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The value of this template for monthly reporting created with professional KPI reporting software lies in its interactivity. First, you get small boxes indicating the client's name, project status, and time period you want to visualize. This can all be filtered upon the need to get deeper insights about previous stages or projects. Next, we get an overview of 3 key figures related to costs and revenue with an actual and expected value to quickly understand where the project is going in terms of money. 

Paired with these cost-related metrics, the project dashboard provides KPIs related to tasks and time planning. Getting this level of detailed insights in a visually appealing way will help teams stay connected, perform their tasks better, and subsequently make the project more efficient. 

6. Monthly Social Media Report 

Social media never stops. In a world where each day people are more connected to their smart devices and their social accounts, brands that don’t extract every drop of potential from their channels will simply stay behind. This social media monthly report full of relevant marketing KPIs will help you do just that. 

Social media monthly report template tracking the Performance of 4 relevant channels: Facebook, Twitter, Instagram, YouTube

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Armed with powerful metrics such as followers, impressions, engagement rates, clicks, and more, this monthly social media report provides an overview of the performance on 4 main channels: Facebook, Twitter, Instagram, and YouTube. Each channel is divided into 7 fundamental metrics that are tracked against a set target and a previous period and displayed in colors red or green to quickly understand if the value is negative or positive. 

This insightful monthly marketing report template is the perfect tool to test the success of your social media strategies as well as what type of content your target audience enjoys the most. Tracking these on a month-to-month basis will help you deliver accurate progress reports to your managers or as a monthly client report while giving you enough time to fine-tune your performance and deliver the best social experience for your audience. 

7. Energy Monthly Report 

Our seventh monthly activity report template focuses on the management of an energy company. From the total sales and consumption by sector to the production costs and the number of power cuts, this energy dashboard gives you a big picture of the different plant’s performance. 

Monthly report example of an energy management dashboard with selected KPIs

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The template starts with a breakdown of the total energy consumption by each sector. This is a valuable piece of information to include in your reports monthly as it tells you who are your main consumers so you can prepare your resources and production in advance to answer their needs. Next, you have sales and cost-related insights by sector and energy source which provide you with an even deeper understanding of which should be your focus points. In this case, renewable energy is the most desired by households because of the trend in consumers switching to more sustainable lifestyles. 

This energy monthly summary report template would not be complete without some operational KPIs, the number of power cuts and their average duration tracked each month will help you plan and schedule supervised downtimes and alert your clients, as well as be prepared if any unwanted downtimes happen. 

 8. Monthly Service Report 

Our rundown of examples would not be complete without a platform-specific one. This Zendesk dashboard tracks the customer support team performance for the last 30 days with metrics that are specific to each agent as well as general to the team.  

Zendesk monthly report template tracking the performance of the customer support team

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With metrics such as the occupancy rate, the net promoter score, and average first contact resolution, among others, this monthly progress report template provides support managers with all the needed information to ensure the best customer service experience. Customers can make or break a company, so ensuring you support them in each stage of their journey is fundamental for business success. Taking this into account, reporting monthly on these Zendesk KPIs is fundamental as any inefficiencies need to be addressed immediately. For instance, if a support agent is underperforming his or her manager can provide training opportunities so that it won’t affect the performance of the whole team.

9. Google Analytics Monthly Report

Our last monthly analytics report template is one of the most useful Google Analytics dashboards and it aims to monitor the performance of a website by tracking metrics such as sessions, new users, bounce rate, and goal completion, among others. 

This marketing analytics report provides the perfect overview of your KPIs, and enables you to discover early-on if you are on track to meet your targets

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Although standard Google Analytics monthly reports are widely used by marketers, they do have some limitations such as the choice of chart types or advanced analytical features. The example above was created with a dashboard designer that has advanced filtering options so you can play with your data intuitively and interactively. 

This monthly report example, not only provides KPIs for the last 30 days but also on a daily and weekly basis so you can get an even deeper understanding of your performance. Seeing how the data fluctuated depending on the country or channel will help you fine-tune your strategies and allocate your resources in the most efficient way. For example, here we see that the USA has the highest number of sessions, meaning this is a country in which you should focus your conversion efforts. 

10. Monthly Client Report Template 

Customer satisfaction is one of the most important areas for any company. After all, keeping customers happy is probably one of the biggest drivers of success today. Our next template is an agency reporting dashboard tracking relevant satisfaction metrics in an interactive and visually appealing way. Providing this kind of insight to your clients on a monthly basis will help you show the success of the different initiatives in an understandable way. 

Monthly client report template tracking customer satisfaction metrics

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As seen in the example above, this dashboard provides the answers to a set of questions regarding how satisfied clients are with the brand. The NPS and the customer effort score are both represented in percentages based on the positive and negative responses. This information is broken down below into the responses of the different months, where we can see how the NPS increased a lot in the second half of the year, while the effort score decreased. This is a discussion that needs to be had with the client to understand what happened. 

Below all that useful information, the monthly monitoring report format provides more data from other questions. Each of them is presented with highly interactive charts that make the data way friendlier to understand. Their users can extract conclusions regarding the status of product quality, pricing, design, and service. 

11. Procurement Monthly Report 

This next example contains important procurement KPIs to assess the quality between the department and its suppliers. Supplier quality is arguably one of the most critical areas to track for the procurement team as it can help them ensure better contracts and maximize business value. Let’s explore it in more detail below.  

Procurement quality monthly report template

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What makes this procurement report so special is the fact that it contains multiple levels of data that can be easily explored using the filters on the top. Rather you want to analyze the quality metrics of a specific project, category, or supplier, everything is possible in this centralized location, making the analysis process way more efficient. 

Looking into the metrics contained in the report, you get relevant quality indicators such as the number of suppliers, value ordered, value rejected, and vendor rejection rate, among others. Each of them is compared to the performance of the previous month to give an understanding of the current situation. In this case, most of the KPIs increased since the previous period, which shows strategies are being successfully implemented. On the other side, by looking into the quality rating for the top 5 suppliers, we can see that supplier Plumbus Shop has the lowest rating. This information can help the procurement team in renegotiating prices or investigating reasons to improve quality. 

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12. IT Department Monthly Report Sample

In order to make the best decisions for the department, CTOs need to monitor various KPIs to ensure that everything is running smoothly. Our next example is an IT monthly report template divided into the 3 areas that concern the CTO: learning, internal, and finances. Each of the KPIs presented below is compared to the previous month as an indication of performance. 

A CTO monthly report example showing relevant metrics focused on internal processes, learning, finance and customers, and users.

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Starting at the learning area, the IT report provides metrics into issues management metrics. Tracking these metrics every month, allows the CTO to understand if employees are learning from common issues. In general, we can see that most of these indicators have improved since the previous period which is a positive outcome. On the other side, the financial portion provides the necessary data to closely monitor and manage IT expenses. Here, we can observe that 3 out of 5 metrics have increased. Given that the end goal is to keep costs at the minimum, it is definitely something that needs to be looked into to understand if the increases are justified or should be optimized. 

Lastly, the internal section tracks security KPIs that help the CTO in understanding how efficient is the department at tackling and solving attacks on the company’s system. The meantime to repair dropped by -7.7%, which means it took IT employees a longer time to repair issues than the previous month. 

13. Facebook Monthly Report 

As one of the prime social media channels used by businesses today, your Facebook efforts are worth tracking on a monthly report. Given that it is better to understand the success of your strategies as soon as possible, the insights provided by this report can help the marketing team in identifying issues and hidden opportunities to ensure continuous growth.  

Facebook monthly report provides insights into all the important metrics on this social network

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With insights into the number of gained and lost fans, page views, likes, and audience demographics, this template will help you in optimizing your strategies based on accurate data. For instance, by looking at the demographics portion of this report, you can generate targeted content that serves your audience better. The effect of these strategies can be observed in the rest of the metrics such as audience growth, page views, and total actions. Given that each of these indicators is tracked daily, it is easier to compare performance from the moment new actions have been implemented. 

14. Monthly Retail Sales Report Sample

After COVID-19 hit, e-commerce sales increased by a shocking $244 billion dollars which translates into a 43% growth. This increase not only opened the doors for multiple offline businesses that turned into online channels but also made the market way more competitive for everyone. With that in mind, tracking the development of your sales every month can serve as a secret weapon for many. This next example is focused on the performance of an online retail brand with insights into key metrics. 

Monthly retail sales report example for online sales

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Starting at the top, users get insights into their total orders, perfect order rate, and return reasons. Putting these three indicators together can help the company extract useful conclusions to improve its services. For instance, We can see that between the months of July and October, the perfect order rate saw a huge decrease, this can be complemented with the main return reasons to understand where the issue is. In this case, the highest issues are that the items don’t fit or that they come defective. These are two issues that can be easily optimized to increase the perfect order rate. 

At the bottom, we can see the best-selling products for the month. This information is useful as it will tell the company where to focus its efforts based on customer preferences. Likewise, products with hidden potential can also be identified and boosted.

15. Monthly Manufacturing Report 

Last but not least, we have a KPI scorecard monitoring the overall performance of a manufacturing company. Divided into 4 sections tracking effectiveness, quality, production, and costs, this template serves as the perfect tool to ensure successful strategies and production processes. As seen with previous examples, each of the indicators in this report is compared to the previous month to have a performance benchmark to compare.  

Manufacturing monthly report tracking 4 key areas any manufacturing company should: effectiveness, quality, production, and costs

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Starting out at the effectiveness section, we see that each indicator has a similar development compared to the previous month. In some cases, like the OOE and OEE, it's even higher, which shows a positive development overall. We can observe a similar situation in the quality and production portions, where the expected production volume and time increased, while the downtime decreased. This can mean that machines worked smoothly with no huge issues. 

Moving on to the costs and revenue section, we can see a different scenario with a more clear difference between both periods. Overall, the revenue increased in all areas which is a positive development, however, costs also increased. This could be due to the rise in production volume and time, as higher production means higher costs. Regardless, it is important information that needs to be analyzed in detail to understand the causes. 

Now that we have provided you with powerful monthly report templates you can apply for different areas and functions, we will see a few key elements that you should consider to create them successfully.

What Does A Monthly Report Contain?

What does a monthly report contain? 1. summary of current performance, 2. expected targets, 3. Past performance, 4. interactive visualizations, 5. goals for next month

A successful monthly report should be concise and easy to understand to keep all relevant stakeholders engaged with the analysis process. While the format and KPIs containing the report will vary depending on the topic or department you are addressing, there are a few standard elements that need to be included in your monthly progress reports for them to be efficient and successful. For instance, before creating them you need to ask yourself important questions such as: who am I addressing my report to? Which KPIs are the most relevant to track my goals? What data sources do I need to include to make my report complete? Among these questions, a successful report should contain: 

  • A summary of current performance: It might seem like an obvious point but is actually the most important one. As mentioned throughout this post, the sole purpose of a monthly status report is to provide information about the current performance of your business based on specific goals. It is important to consider that not all KPIs will be useful to portray your goals, so you need to carefully pick each metric that will help you tell your story in the most efficient and clear way and not overcrowd your reports with useless data. 
  • Expected targets: Measuring progress against set targets or goals is a great way to motivate team members to improve their performance as well as to measure how far are you from completing your goals. For this purpose is that benchmark values should always be included in your process. Popular targets are usually the previous month’s performance or industry standards. Here you should make sure that your benchmark values are realistic and attainable to your business. 
  • Past performance: Historical data plays a fundamental role in a monthly report as it provides invaluable insights to improve current performance. By analyzing your historical data you can find relationships, trends, and patterns that can help you gain a better understanding of several aspects of your business. For example, your customers' behaviors.  
  • Interactive visualizations: Interactive visualizations not only make your reports more understandable at a glance but also provide context to your data so that you can dig deeper and extract relevant insights. As you saw with our list of monthly report templates, a good set of data visualizations enables you to tell your story in a comprehensive and accessible way, making it easy to understand for anyone who sees it. Be aware that a line or bar chart is not always the best visual for all performance indicators. When building your reports with professional online visualization tools, carefully choose the visuals that will most accurately portray your KPIs and business goals. 
  • Goals for next month: Tracking your data would be useless if you don’t extract conclusions from it. For this purpose, your monthly reporting should contain clear goals for the next period. Through this, you will have a clear understanding of where to focus your efforts in the coming month and avoid wasting time and resources on outdated strategies. 

Monthly Reporting Steps And Best Practices

Know that you have a clear understanding of what should be included in your monthly reports, we will take a look at some best practices and steps to follow to ensure a successful reporting process. 

  1. Set your goals and objectives: Rather you are generating a monthly progress report for marketing, finances, sales, HR, or any other department, it is key to define goals and objectives to focus on. Naturally, all departments need to be aligned and working towards achieving general company goals. This is achieved through smaller, more focused objectives with a departmental scope. Making sure these goals and objectives are clearly defined beforehand, makes the reporting process more focused and efficient. Good practice in this regard is to set KPI targets to easily measure the progress of your efforts. 
  2. Select the needed data and KPIs: If you are familiar with generating reports, is very likely that you have already experienced the tedious process of gathering the data. According to recent studies, organizations use around 400 data sources for their analytics processes. However, the entirety of this data is not always useful to extract the needed insights. As mentioned previously, the most successful reporting process relies on a group of critical KPIs that need to be focused on the end goal of the analysis. Tracking too much data can make your reports confusing and harder to grasp. Therefore, it is fundamental to carefully pick only the data that will inform your strategies.  
  3. Rely on data visualizations and narratives: While monthly reporting has been a part of the business landscape for many years, it is only a few years ago that the analytical doors have been opened to a wider audience. To ensure that your reports are understandable for every user, including the right data visualizations and narrative is a key step. While visuals make the data easier to grasp, it is storytelling that will actually bring the information across. To build an attractive story with your data it is necessary to think about the context and purpose of the analysis and consider the level of knowledge of the audience. With a mix of good narratives and interactive visuals, your reports will speak by their selves.  
  4. Provide real-time insights and automation: When it comes to extracting the highest potential out of your analytical efforts, it is key to consider the use of real-time data in your monthly activity reports. This will help users in making more informed decisions based on the current situation instead of just looking at past data. Additionally, automating the reporting process will also save precious time and money. BI reporting tools such as datapine, offer an easy way to connect your data sources and automate the report generation process including the latest data available with just a few clicks.  
  5. Check for errors: The fact that monthly activity reports are tracked on a month-to-month basis doesn’t mean you should only check them after 30 days. It is very likely that during that period something changed that needs to be optimized. Paired with the fact that, in most cases, during the report generation process a lot of employees and teams are manipulating the data, which means that reports are exposed to errors that can ultimately affect the analysis. This is why constantly checking your reports for errors or changes is a good practice to ensure a successful analytics process. 
  6. Complement with daily or weekly reports: This is a very straightforward step that shouldn’t be ignored. In some cases, it is necessary to track some activities on a daily or weekly basis to really make sure that everything is running smoothly. For this reason, it is advisable to align your daily, weekly, and monthly monitoring efforts to get a complete view of performance. 
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Key Takeaways To Revolutionize Your Reporting

By now you should be aware of how creating interactive reports with the help of modern solutions can take your business reporting to the next level. Throughout this insightful article, we provided you with powerful reasons why you should implement monthly reporting in your business, and gave you a list of interactive examples including sales, finances, and marketing reports. If you want to take a look at other examples such as IT or Human Resources monthly reports browse our list of dashboard examples for several industries and functions.

To summarize, creating interactive reports on a monthly basis will lead your business to improve its performance by enhancing the decision-making process, and most importantly, will keep every relevant stakeholder involved and engaged at each stage by providing a deeper understanding of trends and patterns thanks to powerful data visualizations.

If you are ready to start creating interactive monthly reports to skyrocket your business performance with the help of a professional BI dashboard tool, then try our 14-day trial completely free and start benefiting from quality reports today!