Monthly Performance Report

Monthly performance report template

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The monthly performance report template helps you communicate achievements, inform management on key decisions and also challenge the strategic assumptions. The goal of this exercise is to have each member of your team complete the report on a monthly basis to keep an ongoing record of performance, analyze and improve the team’s workflow.

  • Monitor business performance indicators for any business function (e.g. operations, sales, finance, product, etc.)
  • Analyze your team’s efficiency and achievements and set realistic performance goals.
  • Understand the weaknesses to establish improvement priorities.

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Used 516 times     Share  

Monthly Performance Report

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

The monthly performance report template helps you communicate achievements, inform management on key decisions and also challenge the strategic assumptions. The goal of this exercise is to have each member of your team complete the report on a monthly basis to keep an ongoing record of performance, analyze and improve the team’s workflow.

  • Monitor business performance indicators for any business function (e.g. operations, sales, finance, product, etc.)
  • Analyze your team’s efficiency and achievements and set realistic performance goals.
  • Understand the weaknesses to establish improvement priorities.

How to create a performance report with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional report details. Add charts, graphs, images, and videos to customize the performance report template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the performance report template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your monthly performance reports and more.

3

Work on your performance reports together on the cloud.

Add colleagues (or clients) to collaborate on the performance report template. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The report template seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own custom monthly performance report templates. Or copy and merge into other documents.

What is a performance report?

An employee performance report provides managers and executive staff with a clear and accurate picture of the performance in a company related to specific a job, project or goal. The performance report allows managers to understand current performance levels, set realistic performance goals, and identify the weaknesses to establish improvement practices. This exercise is especially useful during performance reviews, and on a monthly, quarterly or annual basis.

How do I write a monthly performance report?

Performance reports are written for senior management in your organization. Put yourself in your manager’s position and consider: What does your boss want to see in this report? How will the report help in assessing my performance as an employee?

Here are a few tips for presenting important information in your performance reports:

  • Keep your audience in mind; your manager will be evaluating your performance based on job description and goals.
  • Address core topics: your achievements related to your specific job description and goals.
  • Use concise, measurable and assertive language to explain what you’ve accomplished with measurable KPIs.

The monthly performance report is part of these toolboxes:

Check out related templates, examples and resources.

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Can I create a free performance report?

Yes. You can try out Xtensio’s simple editor and any template, including the monthly performance report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll create a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the performance report template for?

The performance report helps analyze your team’s efficiency and achievements and make adjustments to your workflow. The goal of this exercise is to have each member of your team complete the report on a monthly basis to keep an ongoing record of performance, analyze and improve the team’s workflow.

What should be included in a monthly report?

You should include any and all details about the tasks and projects you’ve worked on throughout the past month. Include any important details, roadblocks, questions or concerns.

What is a living document?

The living performance report template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.

Can I add colleagues to edit the performance report?

Yes! You can invite as many people as you’d like to collaborate on your performance reports. As a platform, Xtensio helps improve the way your team works.

How do I share my performance report?

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

Do you have other tools for project management?

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Project Management toolbox and our Strategy toolbox to find more tools and resources.

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