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Monthly Business Review Template

Comprehensive monthly business review template for SaaS founders. Analyze revenue, customers, expenses, and growth metrics with instant calculations and AI-powered strategic insights.

Company/Business Name

Review Month

Monthly Recurring Revenue (MRR) ($)

Current monthly recurring revenue

Revenue Target ($)

What was the revenue goal for this month?

New Customers Acquired

New Customer Target

Customers Churned

Total Active Customers

Total customers at end of month

Total Operating Expenses ($)

All costs: salaries, hosting, marketing, etc.

Marketing Spend ($)

Website Visitors

Leads Generated

Product Updates/Launches This Month

Key Wins This Month

Major accomplishments and successes

Biggest Challenges

What obstacles did you face?

Team Size

Total full-time employees

Top 3 Goals for Next Month

Your Results

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SaaS Operations

Monthly Business Review Template

Your Results

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Monthly Business Review Template

Your Results

Your AI Analysis

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