Structure First · Template
Complete by day 2 after month end · send to Finance
Note
No prescribed KPI set. Enter the three to five metrics that matter most for your area this period. Finance sets the format, not the content. Keep the KPI set consistent month over month. Any changes should be aligned with Finance in advance.
Part 1 · Your KPIs
| KPI | Actual | Plan | Delta |
|---|---|---|---|
Part 2 · Context
| Question | Answer |
|---|---|
| Biggest variance and explanation | |
| Forecast to end of quarter | |
| What could still change the forecast? | |
| What do you need from management? |
Reminder