A monthly template.
WHAT IT SHOULD CONTAIN
A data sheet you paste new exports into Calculations that update automatically A one-page summary Notes
HOW TO BUILD IT ONCE
Set up the structure Build the calculations against the whole column or a table Build the summary referencing the calculations Test by adding a month of data
WHY A TABLE
Formulas extend automatically as rows are added.
WHAT THE SUMMARY SHOULD SHOW
Your chosen metrics This period, last period, and the same period last year A short note on anything that moved
WHAT TO AUTOMATE
Everything except the note.
HOW TO USE IT MONTHLY
Export Paste Check the totals Read the summary Write the note Decide one action
HOW LONG THAT TAKES
Under an hour, once built.
WHAT TO KEEP
A copy per period, so history is preserved.
WHAT TO AVOID
Rebuilding it every month.
