5 Reports Every Small Business Owner Should Check Every Week
Small business owners do not need a giant management pack every Monday. Five useful reports are usually more valuable than fifty pages nobody reads.
Small business owners do not need a giant management pack every Monday. Five useful reports are usually more valuable than fifty pages nobody reads.
Sales report
Know what was sold and whether the trend is moving.
Check
- Sales value
- Orders
- Top products or services
Cash collection report
Sales are nice, but cash keeps the business moving.
Check
- Collected
- Outstanding
- Overdue
Enquiry report
Know whether future sales are coming in.
Check
- New leads
- Source
- Follow up status
Operations report
See whether work is getting completed.
Check
- Jobs open
- Jobs completed
- Delays
Staff or issue report
Look for repeated problems that need management attention.
Check
- Absence
- Customer complaints
- Major blockers
My view
Keep weekly reports short enough that you actually read them. A report that changes no decision is probably not worth producing.
Need a second opinion?
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Written by
Lucian Yong
Business owner and freelance web designer in Puchong. I write simple, practical things for Malaysian business owners.
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