How To Write A Monthly Performance Report

Your guide to writing a monthly performance report

The monthly performance report helps you share achievements, update management on key decisions, and review strategic plans. Each team member fills out the report monthly to track performance and improve workflow.

Benefits:

• Identify areas needing improvement
• Monitor key business metrics across functions (operations, sales, finance, etc.)
• Evaluate team efficiency and set realistic goals.

Xtensio’s monthly performance report template makes tracking productivity, addressing roadblocks, and meeting deadlines simple. Keep your team aligned and efficient by using this report every month. Adjust workflows based on ongoing records to boost performance.

1. Create an informative header

Start by adding your company name, logo, and the date along with the name of the person creating the plan. You can customize the color scheme and background to match your company branding.

Share the template with your team so each employee can use it for their monthly performance reports. Ensure they add their name, date, department, and employee ID number for easy reference by the leadership team.

Quick Tip: Sharing custom templates is simple. Update the instructional template to match your branding, click share, and select “save as a team template.” Your team will see the custom template on their dashboard and can easily copy it to create a new folio.

2. Give a high-level overview of your key accomplishments this month

Summarize this month’s achievements and how they align with your team or project’s goals. Focus on 1-3 main objectives with measurable KPIs.

For example, if you’re a sales manager aiming to secure X new customers per month, detail actions taken last week, and plans for this and next month. If you’re a marketer launching a major campaign, outline completed tasks, encountered roadblocks, and upcoming actions. Tailor the overview to your specific role and goals.

3. Detail 2-3 key accomplishments from last month

Reflect on the projects you worked on last month. What was each project’s main goal, and what role did you play? Provide details on your work, its status in the project pipeline, and any questions, comments, or roadblocks. Focus on specific OKRs (Objectives and Key Results) that you can track over time.

For example, describe progress on key initiatives, highlight any completed tasks, note any delays or issues encountered, and outline next steps to ensure alignment with overall goals.

4. Outline projects and tasks in progress

When detailing your tasks for the month, keep your audience in mind. Highlight key projects and specific tasks you aim to complete. Note any questions or comments related to your tasks.

Include tables, graphs, and charts to present your data visually. This helps your manager quickly see trends and progress. For example, list your main projects, their current status, and any potential roadblocks. This clear, visual approach ensures your updates are easy to understand and actionable.

5. Identify future projects and tasks

Share your plans for the upcoming month. What projects will you work on next? Outline the main goals and your role in these projects. This helps set clear expectations and ensures alignment with overall objectives.

For example, mention any new initiatives, upcoming deadlines, or anticipated challenges. A brief roadmap of future tasks keeps everyone informed and prepared for what’s ahead.

Share Your Monthly Performance Report

After completing your performance report with Xtensio, share it as a live link, export a PDF, or display it as a full-screen slideshow. Ensure it’s password protected if needed. Focus on what matters most to your team and regularly evaluate and improve the report format. Xtensio’s customizable templates can be repurposed and iterated to fit your evolving needs.

These guidelines help you craft a report that keeps everyone informed and aligned with team goals. Be creative, be productive!

Written by

Alper Cakir

Alper Cakir is the founder and CEO of Xtensio, a next generation document collaboration platform, a staple tool for businesses globally. He boasts over 17 years in the tech industry with expertise in UX/UI design, product management, and innovative business strategy. His passion for design led him to work with major clients like CBS Interactive, NBC Universal, and Toyota. Before Xtensio, he co-founded Fake Crow in Los Angeles, known for its innovative UX/UI approach. Alper studied music theory and jazz composition at Istanbul Bilgi University and guitar at Musicians Institute in London. Known for his hands-on approach, his philosophy is to simplify processes, cut through bureaucratic red tape, and empower teams to achieve their best work.

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