Forecasting template
Monthly Business Report Template
A one-page monthly report. See how each number moved compared with last month.
Guide: Monthly KPI report you can update in minutes
Opening a template uses no credits.
What's inside
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | Metric | Last month | This month | Change |
| 2 | Revenue | 410,000 | 452,000 | =(C2-B2)/B2 |
| 3 | Costs | 300,000 | 318,000 | =(C3-B3)/B3 |
| 4 | Profit | =B2-B3 | =C2-C3 | =(C4-B4)/B4 |
| 5 | Customers | 1,180 | 1,265 | =(C5-B5)/B5 |
Preview with sample numbers. Formulas are shown in green.
The formulas, explained
D2 =(C2-B2)/B2
Percentage change from last month.
C4 =C2-C3
Profit is revenue minus costs.
Make it yours by asking
Try a request like this in Tabstra:
"Create a monthly business report comparing this month and last month for revenue, costs, profit, customers, with change in percent"