Monthly & Quarterly Business Reports
A focused, 30-day pulse check that turns performance into action. We review core KPIs against targets, surface wins/risks, and load the next set of tasks onto your calendar so momentum never stalls. A strategic reset that looks beyond the month-to-month. We evaluate quarterly results, ROI of key initiatives, and resource needs, then set the 3–5 moves that matter for the next month or quarter.
Includes: KPI snapshot, variance analysis, priority fixes, owner assignments, goal attainment scorecard, initiative ROI, road-map adjustments, budget/capacity updates, next-quarter targets.
Live KPI Dashboard
Your single source of truth for performance. The dashboard tracks baselines, targets, and trends in one place, allowing you to see what’s on track, what’s slipping, and what to do next. Drill into metrics by product, channel, or location, add notes, and convert insights into calendar-ready tasks with owners and due dates. Role-based views keep the team focused on the numbers that matter.
Calendar-Synced Tasks
We translate your roadmap into dated, assigned to-dos that appear directly on your calendar. Each task carries an owner, deadline, and reminders that update automatically as plans shift, so execution stays visible and on time across the team.
On-Demand Check Ins
Book a quick sync whenever you need clarity between scheduled reviews. We’ll look at the latest KPIs or a specific issue, call out wins/risks and decisions, then update calendar-synced tasks with owners and deadlines—so you leave with concrete next steps.
Great for: unexpected changes, urgent opportunities, or stalled initiatives.