An hour a month.
PREPARE
Export the period's data from each source Check totals against each system Paste into your template
REVIEW YOUR METRICS
This period against last This period against the same period last year Against target, where one exists
INVESTIGATE
Anything outside the normal range Anything moving consistently across periods
SEGMENT ONE THING
A different split each month: product, customer type, source
WRITE
A short note on what moved and why
DECIDE
One action arising from it
RECORD
Your conclusion and the action
CHECK
Lapsed customers this month Outstanding invoices ageing Cash position against forecast
FILE
The period's data and output, named clearly
WHAT TO CARRY FORWARD
Whether last month's action was taken, and what happened.
