Excel Monthly Report Template

Excel Monthly Report Template

A Monthly Report informs its reader about the sequence of events, data collected, targets achieved or any other relevant information on a monthly basis. The Monthly Report can pertain to various entities- a mechanical device like pump or compressor, any ongoing project, an operating plant with various parameters in the report, sales of a product or service and the list never ends.

Monthly Report must contain- targets achieved against targets planned, comparative performance against previous month, target update for next month, comprehensive representation of monthly data (most important) and if possible, reasons for under performance with recommendations to fix them.

Monthly Report ought to have more data than weekly or daily report. This makes projection or representation of data most important aspect. The reader shouldn’t be expected to indulge deeply into reading data. The use of charts and graphs becomes inevitable here. Represent data in the most concise way possible. Classify data such that it gives meaning to the reader and drawing inferences become easier.

Putting reasons and conclusions is a smart way of making Monthly Report more valuable. As the person who is making the report is the one who is closer to the actual works being done in the project/plant, he/she is having more tacit knowledge as compared to the higher management. This gives him/her an edge over the higher management and he/she can draw more insightful conclusions than any other person. Unlike Weekly and Daily Report, Monthly Report is more comprehensive and hence there is more backing of the conclusions drawn. This will also allow reflecting the intellectual input the employee is giving to the company, and can be rewarded judiciously by the higher management. In nutshell, representation of data and reasoning with suggestion for improvement makes a Monthly Report much more sell able. Most modern firms use PowerPoint or Excel for Monthly Report. Use of PowerPoint is more prominent.Try to keep the report short and simple. There are following daily reports templates sample like

1-Excel Monthly Report Template.

2-Excel Budgeted Monthly Sales Status Report Template.

3-Excel Monthly Sales Activity Report Template.

4-Excel Monthly Purchase Activity Report Template.

One by one above mention daily reports detail template and download excel file given below of all reports.

1-Excel Monthly Report Template

excel-monthly

The report template is created in MS Excel, you can easily download it from the link given below. It has all the necessary entities that usually a Excel Monthly Report Template or Management Report needs. Although you can edit and customize it anytime as per your requirements.

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2-Excel Budgeted Monthly Sales Status Report Template.

budget-monthly-sales

The report template is created in MS Excel, you can easily download it from the link given below. It has all the necessary entities that usually a Excel Budgeted Monthly Report Template or Management Report needs. Although you can edit and customize it anytime as per your requirements.

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3-Excel Monthly Sales Activity Report Template.

excel-monthly-sales-act

The report template is created in MS Excel, you can easily download it from the link given below. It has all the necessary entities that usually a Excel Monthly Sales Activity  Report Template or Management Report needs. Although you can edit and customize it anytime as per your requirements.

images

4-Excel Monthly Purchase Activity Report Template.

monthly-purchase-activity

The report template is created in MS Excel, you can easily download it from the link given below. It has all the necessary entities that usually a Excel Monthly Purchase Activity  Report Template or Management Report needs. Although you can edit and customize it anytime as per your requirements.

images

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