Monthly Business Review

Close Month, Set Priorities

Another month gone. No review, no trend, same priorities as last month.

Inputs

  • 📋 last-month-priorities.md
  • 💰 financial-data

What BOB Does

  1. financial-reporting → P&L and cash
  2. business-reporting → month-over-month
  3. Flag anomalies
  4. crm-pipeline → pipeline health
  5. project-status → delivery status
  6. Identify binding constraint
  7. prioritization-craft → RICE priorities

Outputs

  • 📊 monthly_review.md
  • 📈 pipeline_health.md
  • 🎯 priorities_next_month.md
Time Savings ~6 hrs manual → ~60 min automated
Try It "Run monthly review" or first week of month
Compounding Trend detection sharpens — each review builds on prior months