Toolkit / Finance your Growth
Monthly Financial Management
The Monthly Financial Management Template is an accessible tool for small business owners to easily track critical financials on a regular basis. With structured tables to log monthly sales, itemised expenses, inventory and profit totals, this template enables entrepreneurs to maintain clear visibility into the key numbers that measure the financial health and performance of their business.
Overview
The Monthly Financial Management Template provides a streamlined tool for small business owners to regularly track and benchmark key financial metrics month-over-month in a simplified report.
This template enables entrepreneurs to log monthly sales, itemize expenses, take inventory, and evaluate profitability over time through standarised tables. By spending a few minutes each month recording the numbers that measure performance, business owners can spot trends, capture insights into growth drivers, adjust strategies in a data-driven manner, forecast future trajectories, and make informed decisions on pricing, inventory planning, staffing, and more.
Toolkit Material
- PDF Form
