Sometimes, putting together a quarterly report – whether it is for clients or for internal business purposes – can be overwhelming.
If you find yourself unsure of what to include in your presentation, or if you’re struggling to find a starting point, here are some tips that will help get you going:
• Identify goals: Knowing what the business wants to achieve will help you build a clear and concise report.
• Define KPI’s: Use specific metrics to measure and analyze your progress.
• Add visual elements: Graphs and charts help organize your data.
• Discuss the future: Highlight ways to take advantage of potential opportunities.